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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
801
Conservest Capital Advisors
Pennsylvania
$527K – – –
EWA
802
EP Wealth Advisors
California
$527K +$24.6K +200 +6%
APW
803
Aurora Private Wealth
New Jersey
$520K -$7.39K -60 -2%
AAP
804
Arax Advisory Partners
Colorado
$520K +$439K +3,560 New
LSA
805
Leonteq Securities AG
Switzerland
$515K -$7.95M -64,510 -96%
JGC
806
J. Goldman & Co
New York
$513K -$487K -3,950 -53%
NFG
807
Next Financial Group
Texas
$513K -$315K -2,560 -42%
MCM
808
Mitchell Capital Management
Kansas
$513K +$432K +3,510 New
DCM
809
Donaldson Capital Management
Indiana
$512K +$107K +870 +33%
NRI
810
NFP Retirement Inc
California
$511K – – –
PP
811
Peconic Partners
New York
$511K – – –
BC
812
Burney Company
Virginia
$510K – – –
TFGT
813
TS Financial Group (TSFG)
Illinois
$503K +$187K +1,520 +79%
BFS
814
Baskin Financial Services
Ontario, Canada
$497K -$89.9K -730 -18%
PNC
815
Park National Corp
Ohio
$497K +$2.46K +20 +0.6%
GPA
816
Garrison Point Advisors
California
$494K -$60.4K -490 -13%
KNW
817
Kesler Norman & Wride
Utah
$490K +$9.86K +80 +3%
CCM
818
Chilton Capital Management
Texas
$489K +$413K +3,350 New
WAM
819
Weatherly Asset Management
California
$485K +$6.16K +50 +2%
WA
820
WBH Advisory
Maryland
$484K – – –
WWM
821
Wolff Wiese Magana
California
$482K +$16K +130 +4%
PCA
822
Private Capital Advisors
Connecticut
$479K +$404K +3,280 New
DWA
823
Douglass Winthrop Advisors
New York
$478K +$3.7K +30 +0.9%
HFP
824
Holistic Financial Partners
Indiana
$476K +$57.9K +470 +17%
CGL
825
Clarius Group LLC
Washington
$473K -$25.9K -210 -6%
31 32
33
34 35