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Name Holding Trade Value Shares
Change 		Change in
Stake
IP
651
Intellectus Partners
California
$840K +$29.3K +415 +4%
W
652
WealthStone
Ohio
$838K +$730K +10,340 New
PCA
653
Private Capital Advisors
Connecticut
$836K – – –
PGFC
654
Peapack-Gladstone Financial Corp
New Jersey
$829K -$15.5K -220 -2%
SMFS
655
Squar Milner Financial Services
California
$827K +$169K +2,400 +31%
FDCDDQ
656
Federation des caisses Desjardins du Quebec
Quebec, Canada
$827K -$59.7K -845 -8%
GC
657
GFG Capital
Florida
$825K +$27.9K +395 +4%
KA
658
Kintegral Advisory
New York
$822K – – –
MIC
659
Means Investment Company
Maine
$811K +$3.53K +50 +0.5%
QI
660
Qtron Investments
Massachusetts
$811K +$84K +1,190 +13%
G
661
Gainplan
Michigan
$810K +$706K +10,000 New
SFS
662
Sowell Financial Services
Arkansas
$808K +$158K +2,240 +29%
UR
663
USCA RIA
Texas
$806K +$703K +9,950 New
CBT
664
Central Bank & Trust
Kentucky
$806K +$703K +9,955 New
SS
665
Sunbelt Securities
Texas
$805K +$67.8K +960 +11%
IWS
666
Insight Wealth Strategies
California
$799K +$118K +1,670 +20%
EWM
667
Evercore Wealth Management
New York
$796K +$8.47K +120 +1%
ACM
668
Allred Capital Management
Texas
$789K +$81.2K +1,150 +13%
CI
669
Conning Inc
Connecticut
$779K +$155K +2,190 +30%
CWM
670
Calamos Wealth Management
Illinois
$772K +$395K +5,590 +142%
HCM
671
Hodges Capital Management
Texas
$763K +$26.5K +375 New
SCA
672
Snowden Capital Advisors
New York
$761K +$75.6K +1,070 +13%
SBSB
673
Sullivan, Bruyette, Speros & Blaney
Virginia
$760K – – –
MAFM
674
Mid Atlantic Financial Management
Pennsylvania
$758K +$177K +2,505 +37%
BB
675
Bell Bank
North Dakota
$757K -$2.12K -30 -0.3%
25 26
27
28 29