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Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
1526
CIM Investment Management
Pennsylvania
$673K -$11K -82 -2%
IP
1527
Investment Partners
Ohio
$672K +$538 +4 +0.1%
GA
1528
GoalVest Advisory
New York
$671K +$585K +4,345 New
CA
1529
Claro Advisors
Massachusetts
$668K +$12.8K +95 +2%
DAS
1530
Dynamic Advisor Solutions
Arizona
$667K +$217K +1,616 +60%
RIA
1531
Realta Investment Advisors
Delaware
$666K +$79.1K +588 +16%
TGAM
1532
TBH Global Asset Management
Tennessee
$665K +$135 +1 +0%
BC
1533
Bridgefront Capital
Texas
$662K +$577K +4,284 New
NL
1534
NKCFO LLC
Illinois
$658K – – –
NAS
1535
Nicolet Advisory Services
Wisconsin
$656K +$70.7K +525 +14%
KFP
1536
KB Financial Partners
New Jersey
$655K -$61.5K -457 -10%
BCAM
1537
Boston Common Asset Management
Massachusetts
$651K +$40.4K +300 +8%
CP
1538
Castleview Partners
Texas
$651K +$568K +4,217 New
ZAM
1539
Zevin Asset Management
Massachusetts
$650K +$2.96K +22 +0.5%
WA
1540
Wealth Architects
California
$650K +$9.82K +73 +2%
VC
1541
Veracity Capital
Georgia
$650K +$9.96K +74 +2%
KA
1542
Kovack Advisors
Florida
$644K -$43.2K -321 -7%
SMH
1543
Sanders Morris Harris
Texas
$644K – – –
CWM
1544
Centric Wealth Management
Illinois
$644K +$60.3K +448 +12%
SNT
1545
Security National Trust
West Virginia
$638K +$1.35K +10 +0.2%
TW
1546
TrinityPoint Wealth
Connecticut
$637K -$11.8K -88 -2%
9WM
1547
9258 Wealth Management
Ohio
$637K +$88.3K +656 +19%
CANY
1548
Caxton Associates (New York)
New York
$634K +$552K +4,105 New
DPI
1549
Diversified Portfolios Inc
Michigan
$632K – – –
WP
1550
WMS Partners
Maryland
$631K +$26.9K +200 +5%
60 61
62
63 64