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Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
526
Nations Financial Group
Iowa
$425K +$454K +6,814 New
AFS
527
AFG Fiduciary Services
Massachusetts
$418K +$167K +2,500 +60%
CCM
528
Coldstream Capital Management
Washington
$414K +$443K +6,641 New
TPW
529
Transatlantique Private Wealth
New York
$414K -$7.8K -117 -2%
SI
530
Stephens Inc
Arkansas
$414K +$149K +2,230 +51%
CFGS
531
Concourse Financial Group Securities
Alabama
$409K -$18.2K -273 -4%
BWM
532
Baron Wealth Management
Michigan
$403K +$431K +6,462 New
BRWA
533
B. Riley Wealth Advisors
Florida
$403K +$131K +1,965 +44%
LNWWM
534
Laird Norton Wetherby Wealth Management
California
$401K -$20.6K -309 -5%
FH
535
FWG Holdings
Florida
$397K -$208K -3,120 -33%
P
536
Pitcairn
Pennsylvania
$393K -$88K -1,320 -17%
KCM
537
KRS Capital Management
Michigan
$392K +$420K +6,290 New
AIP
538
Ameritas Investment Partners
Nebraska
$385K – – –
CP
539
Covenant Partners
Tennessee
$377K +$68.2K +1,023 +20%
IWM
540
IHT Wealth Management
Illinois
$377K -$29K -435 -7%
SAI
541
Systematic Alpha Investments
New Jersey
$374K +$400K +6,000 New
VM
542
Venator Management
Pennsylvania
$374K +$400K +6,000 New
CAM
543
Cresset Asset Management
Illinois
$373K -$11.9K -179 -3%
CA
544
Continuum Advisory
Idaho
$373K +$399K +5,979 New
GT
545
Greenleaf Trust
Michigan
$363K -$10.6K -159 -3%
OIA
546
Optimum Investment Advisors
Illinois
$363K -$160K -2,400 -29%
HFS
547
Hantz Financial Services
Michigan
$361K -$32.2K -483 -8%
DG
548
DMC Group
Alabama
$354K -$52.4K -785 -12%
PFA
549
Pathway Financial Advisors
Vermont
$352K – – –
HFA
550
High Falls Advisors
New York
$348K +$137K +2,049 +58%
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