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Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
826
Alera Investment Advisors
Illinois
$924K +$929K +8,295 New
CG
827
Colony Group
Massachusetts
$909K +$915K +8,165 New
CB
828
CNB Bank
Pennsylvania
$908K +$53.2K +475 +6%
MS
829
Maven Securities
Jersey
$908K +$602K +5,375 +193%
WAP
830
Wealthcare Advisory Partners
Pennsylvania
$897K +$371K +3,310 +70%
BIM
831
Bridgecreek Investment Management
Oklahoma
$891K +$896K +8,000 New
CC
832
Commons Capital
Massachusetts
$890K +$43.7K +390 +5%
SPC
833
Sigma Planning Corp
Michigan
$889K -$71.2K -635 -7%
FHA
834
Flagship Harbor Advisors
Massachusetts
$889K +$241K +2,150 +37%
PCM
835
Pinnbrook Capital Management
New York
$888K +$893K +7,970 New
LCM
836
Lattice Capital Management
Washington
$888K – – –
TWA
837
TCI Wealth Advisors
Arizona
$884K +$41.5K +370 +5%
SIM
838
Sentry Investment Management
Wisconsin
$882K -$150K -1,335 -14%
CQS
839
Credential Qtrade Securities
$881K +$289K +2,575 +48%
KCM
840
Karp Capital Management
California
$880K -$292K -2,605 -25%
AP
841
AtonRa Partners
Switzerland
$865K -$29.7K -265 -3%
MAM
842
Morse Asset Management
Connecticut
$856K -$30.8K -275 -3%
NL
843
NVWM LLC
Pennsylvania
$849K -$232K -2,070 -21%
GIA
844
Gladstone Institutional Advisory
Florida
$849K +$387K +3,450 +83%
KPWS
845
Kestra Private Wealth Services
Texas
$848K -$216K -1,930 -20%
GSEP
846
Golden State Equity Partners
California
$839K – – –
IWC
847
Integrated Wealth Concepts
Massachusetts
$832K +$53.2K +475 +7%
JIC
848
Johnson Investment Counsel
Ohio
$831K +$28.6K +255 +4%
VWA
849
Visionary Wealth Advisors
Illinois
$831K +$836K +7,460 New
BCM
850
Brookstone Capital Management
Illinois
$822K +$203K +1,815 +29%
32 33
34
35 36