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Name Holding Trade Value Shares
Change 		Change in
Stake
DWT
826
Dorsey & Whitney Trust
South Dakota
$692K +$39.6K +475 +6%
CIC
827
Chase Investment Counsel
Virginia
$691K +$706K +8,467 New
IA
828
Integrity Alliance
Iowa
$691K -$923K -11,069 -57%
CAG
829
Crestwood Advisors Group
Massachusetts
$686K +$667 +8 +0.1%
KCM
830
KRS Capital Management
Michigan
$683K +$184K +2,206 +36%
MIG
831
Meketa Investment Group
Massachusetts
$683K +$39.4K +472 +6%
S
832
SignatureFD
Georgia
$682K -$25.8K -309 -4%
MFG
833
Mosaic Financial Group
Illinois
$681K – – –
AF
834
AGP Franklin
Tennessee
$679K -$3K -36 -0.4%
UB
835
UMB Bank
Missouri
$679K +$85.6K +1,027 +14%
MFA
836
Mayflower Financial Advisors
Massachusetts
$677K -$3.75K -45 -0.5%
CWM
837
Challenger Wealth Management
California
$673K +$4.83K +58 +0.7%
GS
838
GTS Securities
Florida
$667K -$796K -9,552 -54%
JF
839
Jump Financial
Illinois
$667K -$1.61M -19,309 -70%
TWM
840
Tradition Wealth Management
Minnesota
$663K -$333 -4 -0%
TCM
841
Tradewinds Capital Management
Washington
$663K -$45K -540 -6%
WCA
842
Westover Capital Advisors
Delaware
$659K – – –
IF
843
Intrua Financial
Texas
$656K +$182K +2,179 +37%
NCM
844
Next Capital Management
New York
$643K – – –
SC
845
Scotia Capital
Ontario, Canada
$639K -$42.1K -505 -6%
SCM
846
Spring Capital Management
Texas
$639K – – –
PSP
847
Principal Street Partners
Tennessee
$638K +$407K +4,881 +166%
PCM
848
Pointe Capital Management
Michigan
$638K +$1.25K +15 +0.2%
CWM
849
C2C Wealth Management
Arizona
$636K – – –
AWM
850
Aviso Wealth Management
Washington
$635K +$16.3K +195 +3%
32 33
34
35 36