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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
851
SFMG Wealth Advisors
Texas
$257K +$32K +390 +11%
AS
852
Altshuler Shaham
Israel
$257K +$312K +3,800 New
CIA
853
Capital Investment Advisors
Georgia
$256K +$28.7K +350 +10%
DA
854
Doliver Advisors
Texas
$256K +$311K +3,790 New
OPWM
855
Oakwell Private Wealth Management
Texas
$255K +$53.4K +650 +21%
TSS
856
Two Sigma Securities
New York
$254K -$859K -10,460 -74%
FANJ
857
Financial Architects (New Jersey)
New Jersey
$254K +$1.64K +20 +0.5%
GG
858
Gleason Group
Kentucky
$253K +$144K +1,750 +88%
C
859
Covestor
United Kingdom
$253K +$250K +3,050 +436%
DCM
860
Donaldson Capital Management
Indiana
$251K +$16.4K +200 +6%
RFA
861
Resurgent Financial Advisors
Georgia
$251K +$305K +3,710 New
CCA
862
Catalyst Capital Advisors
New York
$250K – – –
FNBT
863
FineMark National Bank & Trust
Florida
$249K -$41.9K -510 -12%
FWCM
864
Ferguson Wellman Capital Management
Oregon
$249K +$821 +10 +0.3%
BC
865
Burney Company
Virginia
$246K +$12.3K +150 +4%
MOS
866
MGO One Seven
Ohio
$244K -$199K -2,420 -6%
RI
867
Redwood Investments
Massachusetts
$243K -$97.7K -1,190 -25%
JWM
868
JGP Wealth Management
Oregon
$243K – – –
QCIG
869
Quad-Cities Investment Group
Iowa
$243K +$119K +1,450 +67%
JWBC
870
J.W. Burns & Co
New York
$241K -$78K -950 -21%
AFM
871
Abbot Financial Management
Massachusetts
$241K +$43.5K +530 +17%
JGC
872
J. Goldman & Co
New York
$240K +$34.5K +420 +13%
PP
873
PDS Planning
Ohio
$239K +$58.3K +710 +25%
NRI
874
NFP Retirement Inc
California
$239K +$2.46K +30 +0.9%
VHAM
875
Van Hulzen Asset Management
California
$237K -$2.46K -30 -0.8%
33 34
35
36 37