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Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
826
Grassi Investment Management
California
$548K – – –
BO
827
BRR OpCo
Ohio
$544K -$1.46K -10 -0.3%
RIG
828
Roosevelt Investment Group
New York
$541K -$231K -1,580 -29%
MCP
829
Mirador Capital Partners
California
$541K +$20.5K +140 +4%
PWM
830
Perigon Wealth Management
California
$541K +$197K +1,350 +52%
BG
831
Bollard Group
Massachusetts
$540K – – –
BFA
832
Benedict Financial Advisors
Georgia
$537K – – –
RA
833
RFG Advisory
Alabama
$532K -$78.9K -540 -12%
SIGI
834
Susquehanna International Group (Ireland)
Ireland
$531K -$3.2M -21,900 -85%
CAI
835
Capital Advisors Inc
Oklahoma
$529K – – –
SAM
836
Silvercrest Asset Management
New York
$529K +$48.2K +330 +9%
HFP
837
Holistic Financial Partners
Indiana
$529K +$78.9K +540 +16%
CSS
838
Cubist Systematic Strategies
Connecticut
$528K -$2.39M -16,350 -81%
WAG
839
Winthrop Advisory Group
Massachusetts
$526K +$1.46K +10 +0.3%
WFI
840
West Family Investments
California
$525K -$30.7K -210 -5%
DT
841
Diversified Trust
Tennessee
$519K -$1.46K -10 -0.3%
HWM
842
HB Wealth Management
Georgia
$518K +$549K +3,760 New
MFW
843
Meristem Family Wealth
Minnesota
$517K -$428K -2,930 -44%
TCM
844
Telos Capital Management
California
$517K +$548K +3,750 New
FANJ
845
Financial Architects (New Jersey)
New Jersey
$515K -$4.38K -30 -0.8%
AF
846
Advisornet Financial
Minnesota
$514K +$5.84K +40 +1%
CCA
847
Catalyst Capital Advisors
New York
$510K – – –
CCA
848
Conservest Capital Advisors
Pennsylvania
$510K +$13.2K +90 +2%
FWCM
849
Ferguson Wellman Capital Management
Oregon
$507K – – –
HWAM
850
Hennion & Walsh Asset Management
New Jersey
$507K +$155K +1,060 +40%
32 33
34
35 36