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Name Holding Trade Value Shares
Change 		Change in
Stake
B
826
Bailard
California
$620K +$1.5K +7 +0.3%
GC
827
Grimes & Company
Massachusetts
$620K +$590K +2,748 New
WS
828
Wedbush Securities
California
$614K -$213K -993 -27%
AG
829
Algert Global
California
$611K +$582K +2,710 New
MIA
830
MMBG Investment Advisors
Florida
$611K -$15.7K -73 -3%
KWA
831
Kingswood Wealth Advisors
California
$609K +$47.7K +222 +9%
DJSG
832
D.J. St. Germain
Massachusetts
$600K – – –
TFGT
833
TS Financial Group (TSFG)
Illinois
$598K -$6.44K -30 -1%
TA
834
TFB Advisors
Kansas
$598K +$36.7K +171 +7%
VHAM
835
Van Hulzen Asset Management
California
$597K -$76.2K -355 -12%
SC
836
SummitTX Capital
Texas
$588K +$559K +2,605 New
CCM
837
Coldstream Capital Management
Washington
$586K +$181K +842 +48%
AA
838
Armis Advisers
Georgia
$584K -$88.9K -414 -16%
S
839
Sunpointe
Missouri
$581K +$328K +1,527 +145%
SC
840
Sierra Capital
Florida
$576K – – –
CPA
841
Capital Performance Advisors
California
$573K -$12.7K -59 -2%
AFGAS
842
Allegiance Financial Group Advisory Services
Virginia
$572K -$142K -660 -21%
CLOS
843
Compagnie Lombard Odier SCmA
Switzerland
$564K – – –
KCMH
844
Keywise Capital Management (HK)
Hong Kong
$564K +$537K +2,500 New
RPCONE
845
Retirement Planning Company of New England
Rhode Island
$556K +$13.1K +61 +3%
AFG
846
Atomi Financial Group
New York
$556K +$41K +191 +8%
SSWM
847
Sheets Smith Wealth Management
North Carolina
$553K -$4.72K -22 -0.9%
CGH
848
Crossmark Global Holdings
Texas
$553K +$22.8K +106 +5%
RA
849
RFG Advisory
Alabama
$552K +$164K +765 +45%
ACM
850
Aster Capital Management
United Arab Emirates
$551K +$431K +2,006 +460%
32 33
34
35 36