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Name Holding Trade Value Shares
Change 		Change in
Stake
ARG
1026
Advisory Resource Group
Oklahoma
$347K -$7.87K -65 -2%
SNT
1027
Security National Trust
West Virginia
$346K – – –
HPC
1028
HM Payson & Co
Maine
$345K -$79.3K -655 -19%
LWA
1029
Lenox Wealth Advisors
New York
$345K +$63.6K +525 +23%
ACM
1030
AlphaCrest Capital Management
New York
$343K -$3.3M -27,230 -91%
SIM
1031
SSI Investment Management
California
$343K – – –
CAI
1032
Capital Advisors Inc
Oklahoma
$343K +$57.5K +475 +21%
QC
1033
QCM Cayman
Texas
$341K +$56.3K +465 +20%
TSWM
1034
Triangle Securities Wealth Management
North Carolina
$340K +$11.5K +95 +4%
EH
1035
Equitable Holdings
New York
$338K -$54.5K -450 -14%
BO
1036
BRR OpCo
Ohio
$338K – – –
CPIG
1037
Chicago Partners Investment Group
Illinois
$338K +$52.1K +430 +21%
AWM
1038
Apollon Wealth Management
South Carolina
$337K +$54.5K +450 +20%
HH
1039
Hilltop Holdings
Texas
$337K +$328K +2,710 New
MWA
1040
Meridian Wealth Advisors
Texas
$336K – – –
VFPI
1041
Vantage Financial Partners (Illinois)
Illinois
$336K +$106K +875 +48%
DIM
1042
DC Investments Management
Virginia
$335K +$326K +2,690 New
CAN
1043
Claraphi Advisory Network
United States
$333K -$144K -1,190 -31%
LHC
1044
Little House Capital
Massachusetts
$330K -$33.9K -280 -10%
CRC
1045
Curi RMB Capital
Illinois
$327K +$3.03K +25 +1%
PPP
1046
Private Portfolio Partners
New Jersey
$326K +$11.5K +95 +4%
NDSI
1047
Newman Dignan & Sheerar Inc
Rhode Island
$326K +$43.6K +360 +16%
HCM
1048
HMS Capital Management
Tennessee
$325K – – –
LA
1049
Latitude Advisors
Florida
$325K +$316K +2,610 New
NHC
1050
Nicholas Hoffman & Company
Georgia
$324K +$61.8K +510 +24%
40 41
42
43 44