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Name Holding Trade Value Shares
Change 		Change in
Stake
MC
726
Mathes Company
New York
$222K – – –
HPWM
727
Highland Private Wealth Management
Washington
$222K +$8.06K +130 +4%
SWA
728
SFMG Wealth Advisors
Texas
$222K +$235K +3,785 New
BL
729
Balentine LLC
Georgia
$220K +$232K +3,745 New
HI
730
Horizon Investments
North Carolina
$218K -$180K -2,898 -44%
MFW
731
Meristem Family Wealth
Minnesota
$217K -$930 -15 -0.4%
IF
732
Intrua Financial
Texas
$216K – – –
DS
733
DRW Securities
Illinois
$215K +$227K +3,661 New
FCM
734
Firestone Capital Management
Florida
$213K +$3.16K +51 +1%
AWM
735
Apollon Wealth Management
South Carolina
$212K +$224K +3,615 New
AC
736
Annandale Capital
Texas
$210K +$222K +3,576 New
CW
737
Connectus Wealth
Ohio
$209K +$220K +3,549 New
PFGIA
738
Patriot Financial Group Insurance Agency
Massachusetts
$208K +$7.82K +126 +4%
RFN
739
RDA Financial Network
Iowa
$207K – – –
PIM
740
Perpetual Investment Management
Australia
$206K +$217K +3,500 New
MPM
741
MBB Public Markets
Illinois
$206K +$218K +3,514 New
FFN
742
Focus Financial Network
Minnesota
$205K +$216K +3,488 New
PWMG
743
Prestige Wealth Management Group
New Jersey
$203K -$32.1K -518 -13%
QCG
744
Quadrant Capital Group
Ohio
$203K +$13.3K +215 +7%
HSG
745
Helen Stephens Group
Texas
$203K +$214K +3,453 New
PNC
746
Park National Corp
Ohio
$202K +$214K +3,445 New
SIA
747
SkyView Investment Advisors
New Jersey
$201K +$212K +3,415 New
DIA
748
Dana Investment Advisors
Wisconsin
$200K +$211K +3,401 New
1IA
749
1834 Investment Advisors
Wisconsin
$194K – – –
PA
750
Parallel Advisors
California
$193K -$24.8K -400 -11%
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30
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