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Name Holding Trade Value Shares
Change 		Change in
Stake
GC
826
Grimes & Company
Massachusetts
$620K +$590K +2,748 New
WS
827
Wedbush Securities
California
$614K -$213K -993 -27%
AG
828
Algert Global
California
$611K +$582K +2,710 New
MIA
829
MMBG Investment Advisors
Florida
$611K -$15.7K -73 -3%
KWA
830
Kingswood Wealth Advisors
California
$609K +$47.7K +222 +9%
DJSG
831
D.J. St. Germain
Massachusetts
$600K – – –
TFGT
832
TS Financial Group (TSFG)
Illinois
$598K -$6.44K -30 -1%
TA
833
TFB Advisors
Kansas
$598K +$36.7K +171 +7%
VHAM
834
Van Hulzen Asset Management
California
$597K -$76.2K -355 -12%
SC
835
SummitTX Capital
Texas
$588K +$559K +2,605 New
CCM
836
Coldstream Capital Management
Washington
$586K +$181K +842 +48%
AA
837
Armis Advisers
Georgia
$584K -$88.9K -414 -16%
S
838
Sunpointe
Missouri
$581K +$328K +1,527 +145%
SC
839
Sierra Capital
Florida
$576K – – –
CPA
840
Capital Performance Advisors
California
$573K -$12.7K -59 -2%
AFGAS
841
Allegiance Financial Group Advisory Services
Virginia
$572K -$142K -660 -21%
CLOS
842
Compagnie Lombard Odier SCmA
Switzerland
$564K – – –
KCMH
843
Keywise Capital Management (HK)
Hong Kong
$564K +$537K +2,500 New
RPCONE
844
Retirement Planning Company of New England
Rhode Island
$556K +$13.1K +61 +3%
AFG
845
Atomi Financial Group
New York
$556K +$41K +191 +8%
SSWM
846
Sheets Smith Wealth Management
North Carolina
$553K -$4.72K -22 -0.9%
CGH
847
Crossmark Global Holdings
Texas
$553K +$22.8K +106 +5%
RA
848
RFG Advisory
Alabama
$552K +$164K +765 +45%
ACM
849
Aster Capital Management
United Arab Emirates
$551K +$431K +2,006 +460%
FT
850
Fiduciary Trust
Massachusetts
$547K +$3.87K +18 +0.7%
32 33
34
35 36