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Name Holding Trade Value Shares
Change 		Change in
Stake
CGL
801
Clarius Group LLC
Washington
$583K +$129K +880 +26%
CCA
802
Checchi Capital Advisers
California
$580K -$29.2K -200 -5%
OA
803
Oxbow Advisors
Texas
$579K – – –
SHGA
804
Sand Hill Global Advisors
California
$579K – – –
FNBT
805
FineMark National Bank & Trust
Florida
$577K -$108K -740 -15%
RWB
806
RMR Wealth Builders
New Jersey
$576K -$65.8K -450 -10%
NFG
807
Next Financial Group
Texas
$574K +$199K +1,360 +48%
BWP
808
Baldwin Wealth Partners
Massachusetts
$572K +$2.92K +20 +0.5%
EWM
809
Evercore Wealth Management
New York
$570K – – –
CW
810
CreativeOne Wealth
Kansas
$569K +$16.1K +110 +3%
AW
811
ACG Wealth
Georgia
$559K -$143K -980 -19%
ECM
812
Evergreen Capital Management
Washington
$559K +$27.8K +190 +5%
GCAC
813
Guardian Capital Advisors (Canada)
Ontario, Canada
$555K -$153K -1,050 -18%
RRA
814
Round Rock Advisors
Connecticut
$555K -$45.3K -310 -7%
GWM
815
Geneos Wealth Management
Colorado
$552K -$237K -1,620 -29%
QCG
816
Quadrant Capital Group
Ohio
$552K -$2.92K -20 -0.5%
AAP
817
Arax Advisory Partners
Colorado
$552K – – –
TRCT
818
Tower Research Capital (TRC)
New York
$551K +$539K +3,690 +1,190%
MCC
819
Money Concepts Capital
Florida
$550K +$583K +3,990 New
GIM
820
Grassi Investment Management
California
$548K – – –
BO
821
BRR OpCo
Ohio
$544K -$1.46K -10 -0.3%
RIG
822
Roosevelt Investment Group
New York
$541K -$231K -1,580 -29%
MCP
823
Mirador Capital Partners
California
$541K +$20.5K +140 +4%
PWM
824
Perigon Wealth Management
California
$541K +$197K +1,350 +52%
BG
825
Bollard Group
Massachusetts
$540K – – –
31 32
33
34 35