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Name Holding Trade Value Shares
Change 		Change in
Stake
DWG
1226
Darden Wealth Group
Michigan
$26.7M -$1.34M -9,749 -5%
JCFM
1227
JBR Co Financial Management
Oklahoma
$26.7M +$144K +1,043 +0.5%
EFG
1228
Everhart Financial Group
Ohio
$26.7M +$2.16M +15,685 +9%
CF
1229
Clarity Financial
Texas
$26.6M +$7.18M +52,111 +36%
EFS
1230
Essex Financial Services
Connecticut
$26.6M +$872K +6,324 +3%
CA
1231
Crewe Advisors
Utah
$26.5M +$27.2M +197,453 New
KF
1232
Krilogy Financial
Missouri
$26.5M -$897K -6,511 -3%
SC
1233
Syon Capital
California
$26.5M -$2.38M -17,300 -8%
1WA
1234
180 Wealth Advisors
Washington
$26.5M +$2.3M +16,691 +9%
BOH
1235
Bank of Hawaii
Hawaii
$26.5M -$1.11M -8,079 -4%
SMH
1236
Sanders Morris Harris
Texas
$26.4M +$95.2K +691 +0.4%
ACM
1237
Aquatic Capital Management
Illinois
$26.3M -$9.98M -72,399 -27%
GM
1238
GeoWealth Management
Illinois
$26.2M +$193K +1,400 +0.7%
CCS
1239
Concentric Capital Strategies
Connecticut
$26.2M -$2.71M -19,676 -9%
WE
1240
Wealth Effects
Massachusetts
$26.2M -$712K -5,166 -3%
HSA
1241
HBK Sorce Advisory
Pennsylvania
$26.2M -$364K -2,639 -1%
CFGS
1242
Concourse Financial Group Securities
Alabama
$26.1M +$406K +2,949 +1%
PCA
1243
Pallas Capital Advisors
Massachusetts
$26M -$231K -1,674 -0.9%
FCA
1244
Fortis Capital Advisors
Kansas
$26M +$338K +2,454 +1%
HH
1245
Hilltop Holdings
Texas
$26M +$1.62M +11,729 +6%
PG
1246
Patten Group
Tennessee
$25.9M -$1.76M -12,782 -6%
AAMU
1247
APG Asset Management US
New York
$25.9M -$8.71M -63,214 -25%
JPWM
1248
Jamison Private Wealth Management
Georgia
$25.9M +$145K +1,054 +0.5%
SSI
1249
Scott & Selber Inc
Texas
$25.8M -$2.72M -19,743 -9%
CA
1250
Cache Advisors
California
$25.8M +$26.5M +192,239 New
48 49
50
51 52