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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1251
Community Capital Management
Florida
$443K – – –
SFSIG
1252
San Francisco Sentry Investment Group
California
$438K -$2.75K -40 -0.7%
GPA
1253
Garrison Point Advisors
California
$437K +$29.6K +430 +8%
GI
1254
Gradient Investments
Minnesota
$435K +$197K +2,862 +96%
JFGIW
1255
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$432K +$20.3K +295 +5%
SIG
1256
Sargent Investment Group
Maryland
$431K – – –
SWA
1257
Sutton Wealth Advisors
Florida
$431K +$550 +8 +0.1%
SA
1258
Strategic Advisors
New York
$429K -$14.6K -212 -4%
NFG
1259
Next Financial Group
Texas
$428K -$207K -3,009 -34%
NFH
1260
NEXT Financial Holdings
Texas
$428K +$396K +5,760 New
TSWM
1261
Triangle Securities Wealth Management
North Carolina
$427K -$49.8K -725 -11%
FHA
1262
Flagship Harbor Advisors
Massachusetts
$426K +$15.5K +225 +4%
TIM
1263
Tikehau Investment Management
France
$426K +$393K +5,725 New
PFO
1264
Pathstone Family Office
New Jersey
$426K +$394K +5,737 New
SPL
1265
Smart Portfolios LLC
Washington
$425K – – –
FMWA
1266
Forvis Mazars Wealth Advisors
Missouri
$425K +$8.94K +130 +2%
NBG
1267
Nancy B. Gardiner
$424K – – –
ZAM
1268
Zevin Asset Management
Massachusetts
$422K -$508K -7,385 -57%
JWA
1269
JFS Wealth Advisors
Pennsylvania
$421K – – –
TFS
1270
Thoroughbred Financial Services
Tennessee
$417K -$2.27K -33 -0.6%
CCMG
1271
Clark Capital Management Group
Pennsylvania
$416K -$115K -1,673 -23%
AWM
1272
Aries Wealth Management
Maine
$415K -$1.72K -25 -0.4%
QT
1273
Quantamental Technologies
New York
$415K +$384K +5,586 New
O
1274
Ossiam
France
$411K -$343K -4,989 -47%
HCM
1275
Hilton Capital Management
New York
$410K – – –
49 50
51
52 53