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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
801
Catalyst Capital Advisors
New York
$541K +$456K +3,700 New
MA
802
MONECO Advisors
Connecticut
$538K – – –
DWT
803
Dorsey & Whitney Trust
South Dakota
$533K -$25.9K -210 -5%
CFO
804
Collective Family Office
Pennsylvania
$532K -$24.6K -200 -5%
CCA
805
Conservest Capital Advisors
Pennsylvania
$527K – – –
EWA
806
EP Wealth Advisors
California
$527K +$24.6K +200 +6%
APW
807
Aurora Private Wealth
New Jersey
$520K -$7.39K -60 -2%
AAP
808
Arax Advisory Partners
Colorado
$520K +$439K +3,560 New
LSA
809
Leonteq Securities AG
Switzerland
$515K -$7.95M -64,510 -96%
JGC
810
J. Goldman & Co
New York
$513K -$487K -3,950 -53%
NFG
811
Next Financial Group
Texas
$513K -$315K -2,560 -42%
MCM
812
Mitchell Capital Management
Kansas
$513K +$432K +3,510 New
DCM
813
Donaldson Capital Management
Indiana
$512K +$107K +870 +33%
NRI
814
NFP Retirement Inc
California
$511K – – –
PP
815
Peconic Partners
New York
$511K – – –
BC
816
Burney Company
Virginia
$510K – – –
TFGT
817
TS Financial Group (TSFG)
Illinois
$503K +$187K +1,520 +79%
BFS
818
Baskin Financial Services
Ontario, Canada
$497K -$89.9K -730 -18%
PNC
819
Park National Corp
Ohio
$497K +$2.46K +20 +0.6%
GPA
820
Garrison Point Advisors
California
$494K -$60.4K -490 -13%
KNW
821
Kesler Norman & Wride
Utah
$490K +$9.86K +80 +3%
CCM
822
Chilton Capital Management
Texas
$489K +$413K +3,350 New
WAM
823
Weatherly Asset Management
California
$485K +$6.16K +50 +2%
WA
824
WBH Advisory
Maryland
$484K – – –
WWM
825
Wolff Wiese Magana
California
$482K +$16K +130 +4%
31 32
33
34 35