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Name Holding Trade Value Shares
Change 		Change in
Stake
DIM
626
DC Investments Management
Virginia
$296K +$281K +1,916 New
CCA
627
Cravens & Co Advisors
Tennessee
$295K -$82.4K -562 -23%
RIA
628
RPG Investment Advisory
California
$292K +$278K +1,894 New
DT
629
Diversified Trust
Tennessee
$289K +$3.81K +26 +1%
GAG
630
GM Advisory Group
New York
$288K +$274K +1,866 New
NL
631
NWAM LLC
Washington
$286K +$1.91K +13 +0.7%
CPC
632
Congress Park Capital
New York
$282K +$22K +150 +9%
S
633
SignatureFD
Georgia
$282K -$167K -1,141 -38%
AC
634
Avestar Capital
New York
$281K +$27.7K +189 +12%
CGH
635
Crossmark Global Holdings
Texas
$279K -$15K -102 -5%
ACM
636
Adalta Capital Management
New York
$278K -$1.47K -10 -0.6%
CWM
637
Congress Wealth Management
Massachusetts
$272K +$51.8K +353 +25%
BFA
638
BMS Financial Advisors
South Dakota
$272K +$258K +1,760 New
SWP
639
Stratos Wealth Partners
Ohio
$271K -$17.4K -119 -6%
BCI
640
Brinker Capital Investments
Pennsylvania
$271K +$35.3K +241 +16%
OPS
641
Orion Portfolio Solutions
Nebraska
$271K +$257K +1,756 New
AWM
642
Avitas Wealth Management
California
$269K -$7.33K -50 -3%
EGA
643
E&G Advisors
Texas
$269K -$6.6K -45 -3%
BP
644
Ballentine Partners
Massachusetts
$269K -$3.37K -23 -1%
LJAC
645
L.J. Altfest & Co
New York
$266K +$253K +1,724 New
SFS
646
Stiles Financial Services
Minnesota
$265K -$41.1K -280 -14%
BS
647
Banco Santander
Spain
$265K – – –
OSAM
648
O'Shaughnessy Asset Management
Connecticut
$264K -$114K -777 -31%
WCA
649
Westover Capital Advisors
Delaware
$262K – – –
WAS
650
Wealth Advisory Solutions
Indiana
$262K +$249K +1,700 New
24 25
26
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