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Name Holding Trade Value Shares
Change 		Change in
Stake
SCI
1751
S&CO Inc
Massachusetts
$336K – – –
JBA
1752
Johnson Bixby & Associates
Washington
$335K -$33.8K -358 -9%
WA
1753
Wambolt & Associates
Colorado
$335K -$3.4K -36 -1%
CBFP
1754
Cedar Brook Financial Partners
Ohio
$332K -$6.61K -70 -2%
WA
1755
Winfield Associates
Ohio
$332K – – –
AFA
1756
American Financial Advisors
Georgia
$331K +$1.42K +15 +0.4%
MCP
1757
Mirador Capital Partners
California
$331K +$11.2K +119 +3%
VWM
1758
Venturi Wealth Management
Texas
$331K +$65.8K +697 +24%
GSC
1759
G&S Capital
Colorado
$330K +$1.89K +20 +0.6%
MCM
1760
Mendel Capital Management
Arkansas
$330K +$36.9K +391 +12%
RFWA
1761
RPg Family Wealth Advisory
Massachusetts
$330K -$4.87M -51,574 -93%
BONH
1762
Bank of New Hampshire
New Hampshire
$328K -$66.1K -700 -16%
DGAM
1763
Desjardins Global Asset Management
Quebec, Canada
$328K -$20.6K -218 -6%
P
1764
&Partners
Tennessee
$328K – – –
SGA
1765
Seaport Global Advisors
Massachusetts
$327K +$40.6K +430 +14%
XT
1766
XTX Topco
Cayman Islands
$326K -$146K -1,547 -30%
5L
1767
55I LLC
Massachusetts
$326K -$7.74K -82 -2%
JMFC
1768
J.M. Forbes & Co
Massachusetts
$326K – – –
AOWM
1769
Alpha Omega Wealth Management
Virginia
$326K +$3.11K +33 +0.9%
CL
1770
CIM LLC
New York
$326K +$39.6K +420 +12%
LMKC
1771
L.M. Kohn & Company
Ohio
$326K +$338K +3,581 New
BS
1772
Bessemer Securities
New York
$325K – – –
GWM
1773
GSB Wealth Management
Connecticut
$325K +$1.6K +17 +0.5%
BFA
1774
Bill Few Associates
Pennsylvania
$325K +$13.7K +145 +4%
PC
1775
Periscope Capital
Ontario, Canada
$324K +$336K +3,562 New
69 70
71
72 73