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Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
601
Next Financial Group
Texas
$623K +$61.9K +990 +10%
CCP
602
Corient Capital Partners
California
$623K +$123K +1,975 +22%
CL
603
CIM LLC
New York
$613K -$7.19K -115 -1%
AG
604
AlphaSimPlex Group
Massachusetts
$612K +$417K +6,670 +167%
THWM
605
Taylor Hoffman Wealth Management
Virginia
$610K -$292K -4,670 -30%
EA
606
Emerald Advisers
Pennsylvania
$608K -$4.69K -75 -0.7%
GAM
607
Gotham Asset Management
New York
$606K +$90.3K +1,445 +16%
PGFC
608
Peapack-Gladstone Financial Corp
New Jersey
$599K +$122K +1,950 +23%
MWM
609
Meridian Wealth Management
Kentucky
$598K -$163K -2,610 -20%
PCA
610
Private Capital Advisors
Connecticut
$592K +$5.31K +85 +0.8%
SW
611
SVB Wealth
Massachusetts
$591K +$254K +4,055 +65%
WA
612
Wealth Advisors
California
$584K – – –
KA
613
Kintegral Advisory
New York
$581K +$70.6K +1,130 +13%
CAIMH
614
Central Asset Investments & Management Holdings
Hong Kong
$576K +$628K +10,050 New
MIC
615
Means Investment Company
Maine
$573K +$380K +6,085 +175%
IP
616
Intellectus Partners
California
$570K +$180K +2,875 +41%
VAS
617
Vestmark Advisory Solutions
Massachusetts
$563K +$615K +9,830 New
GC
618
GFG Capital
Florida
$561K +$215K +3,440 +54%
EWM
619
Evercore Wealth Management
New York
$556K +$12.2K +195 +2%
FHB
620
First Hawaiian Bank
Hawaii
$556K +$142K +2,265 +31%
SP
621
SWS Partners
Ohio
$549K +$599K +9,575 New
IA
622
Icon Advisers
Colorado
$545K -$563K -9,000 -49%
BB
623
Bell Bank
North Dakota
$538K +$4.69K +75 +0.8%
SBSB
624
Sullivan, Bruyette, Speros & Blaney
Virginia
$538K +$31.3K +500 +6%
CWM
625
Confluence Wealth Management
Oregon
$536K +$585K +9,355 New
23 24
25
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