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Name Holding Trade Value Shares
Change 		Change in
Stake
FDS
1176
First Dallas Securities
Texas
$290K – – –
TCA
1177
Teewinot Capital Advisers
New York
$290K – – –
CL
1178
Choreo LLC
Illinois
$289K +$290K +3,290 New
CL
1179
CPWM LLC
Washington
$288K +$4.32K +49 +2%
AWM
1180
Altavista Wealth Management
North Carolina
$287K -$528 -6 -0.2%
SFG
1181
SevenBridge Financial Group
Pennsylvania
$286K +$17.6K +200 +7%
PFS
1182
Prospera Financial Services
Texas
$284K -$701K -7,960 -70%
JWM
1183
JGP Wealth Management
Oregon
$282K +$43.9K +499 +19%
AW
1184
Alpha Windward
Massachusetts
$280K -$29.2K -332 -9%
LC
1185
LCNB Corp
Ohio
$280K -$7.92K -90 -3%
BW
1186
Bison Wealth
Georgia
$279K -$197K -2,241 -41%
AAM
1187
Augustine Asset Management
Florida
$277K – – –
BI
1188
Bramshill Investments
Florida
$277K +$16.4K +186 +6%
CJA
1189
C-J Advisory
California
$276K -$2.11K -24 -0.8%
NB
1190
Nicolet Bankshares
Wisconsin
$275K -$22K -250 -7%
HIIFS
1191
Harel Insurance Investments & Financial Services
Israel
$275K +$121K +1,375 +79%
RA
1192
RFG Advisory
Alabama
$273K +$274K +3,112 New
GIM
1193
Groesbeck Investment Management
New Jersey
$272K +$273K +3,100 New
TFS
1194
TrustCore Financial Services
Tennessee
$270K +$112K +1,275 +71%
STA
1195
Summit Trail Advisors
New York
$270K +$193K +2,192 +249%
CAMG
1196
CWA Asset Management Group
Florida
$268K – – –
SG
1197
StoneX Group
New York
$268K +$20.1K +228 +8%
WKWM
1198
Walter & Keenan Wealth Management
Indiana
$264K – – –
SSP
1199
Sapphire Star Partners
Washington
$264K +$264K +3,000 New
CCB
1200
Cutter & Co Brokerage
Missouri
$264K +$265K +3,008 New
46 47
48
49 50