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Name Holding Trade Value Shares
Change 		Change in
Stake
ACS
701
Archford Capital Strategies
Illinois
$527K +$11.5K +68 +2%
CCIA
702
Campbell & Co Investment Adviser
Maryland
$527K +$389K +2,290 +174%
SFP
703
Shepherd Financial Partners
Massachusetts
$521K +$604K +3,562 New
VWM
704
Venturi Wealth Management
Texas
$518K -$19.2K -113 -3%
HIIFS
705
Harel Insurance Investments & Financial Services
Israel
$512K +$557K +3,282 +1,499%
OM
706
OV Management
Minnesota
$512K -$4.24K -25 -0.7%
MA
707
MYDA Advisors
New York
$512K – – –
YDMI
708
Y.D. More Investments
Israel
$512K – – –
FRA
709
Frank Rimerman Advisors
California
$511K +$143K +843 +32%
PAM
710
Peak Asset Management
Colorado
$508K -$187K -1,103 -24%
VIA
711
Victrix Investment Advisors
Florida
$507K -$48.4K -285 -8%
CT
712
Coastline Trust
Rhode Island
$505K +$173K +1,018 +42%
AF
713
Arrow Financial
New York
$504K +$9.5K +56 +2%
CSB
714
City State Bank
Iowa
$499K -$170K -1,000 -23%
PI
715
PFG Investments
New York
$492K -$210K -1,237 -27%
VIA
716
Vickerman Investment Advisors
Washington
$487K +$565K +3,331 New
HH
717
Hilltop Holdings
Texas
$486K -$99.4K -586 -15%
CPW
718
Catalyst Private Wealth
California
$486K +$7.13K +42 +1%
SAG
719
SageView Advisory Group
California
$485K -$32.6K -192 -5%
AFGAS
720
Allegiance Financial Group Advisory Services
Virginia
$482K +$560K +3,301 New
PP
721
PDT Partners
New York
$482K +$560K +3,300 New
SFS
722
Sowell Financial Services
Arkansas
$481K +$558K +3,290 New
BCG
723
Breakwater Capital Group
New Jersey
$478K +$56.7K +334 +11%
MHIC
724
Marble Harbor Investment Counsel
Massachusetts
$477K – – –
IP
725
Ignite Planners
California
$473K +$10.9K +64 +2%
27 28
29
30 31