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Name Holding Trade Value Shares
Change 		Change in
Stake
NFSG
1151
Newbridge Financial Services Group
Florida
$48.8M +$758K +3,689 +2%
LPT
1152
Legacy Private Trust
Wisconsin
$48.7M -$1.86M -9,040 -4%
CA
1153
CoreCap Advisors
Michigan
$48.6M +$776K +3,775 +2%
SWM
1154
Segment Wealth Management
Texas
$48.5M +$258K +1,255 +0.5%
EWA
1155
EverSource Wealth Advisors
Alabama
$48.5M -$6.37M -31,000 -11%
TCA
1156
Trifecta Capital Advisors
Illinois
$48.3M -$189K -919 -0.4%
MAM
1157
Martingale Asset Management
Massachusetts
$48.3M +$12.9M +62,628 +35%
EFG
1158
Everhart Financial Group
Ohio
$48.2M -$2.06M -10,003 -4%
NL
1159
NWAM LLC
Washington
$48.2M +$178K +865 +0.4%
HAG
1160
HighPoint Advisor Group
Illinois
$48.1M +$3.26M +15,837 +7%
KCM
1161
Kingdon Capital Management
New York
$48M +$8.22M +40,000 +20%
BIA
1162
Biondo Investment Advisors
Pennsylvania
$48M -$11.8M -57,434 -19%
WTB
1163
Washington Trust Bank
Washington
$47.9M -$11.7M -57,146 -19%
CFG
1164
Cooper Financial Group
California
$47.7M +$81.4K +396 +0.2%
MS
1165
Maven Securities
Jersey
$47.7M +$29.5M +143,331 +151%
GAM
1166
Guinness Asset Management
United Kingdom
$47.6M -$3.23M -15,733 -6%
SIM
1167
Stratos Investment Management
Ohio
$47.5M +$148K +719 +0.3%
CCP
1168
Clough Capital Partners
Massachusetts
$47.3M +$1.02M +4,975 +2%
IAN
1169
Integrated Advisors Network
Texas
$47.3M +$4.96M +24,120 +11%
UOIF
1170
University of Illinois Foundation
Illinois
$47.3M +$8.07M +39,250 +20%
BFS
1171
Burr Financial Services
California
$47.3M -$1.35M -6,553 -3%
CAM
1172
Covenant Asset Management
New Jersey
$47.2M -$2.21M -10,755 -4%
CTA
1173
Colonial Trust Advisors
South Carolina
$47.1M +$474K +2,303 +1%
PWM
1174
Palacios Wealth Management
Florida
$47M +$14.8K +72 +0%
RFP
1175
Root Financial Partners
California
$47M -$2.2M -10,681 -4%
45 46
47
48 49