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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
751
Albion Financial Group
Utah
$239K
IBOK
752
Independence Bank of Kentucky
Kentucky
$238K
B
753
Bailard
California
$238K +$231K +1,168 New
VF
754
Virtu Financial
New York
$231K +$224K +1,133 New
FDS
755
Freedom Day Solutions
Texas
$228K +$221K +1,120 New
JIP
756
Jaffetilchin Investment Partners
Florida
$225K -$333K -1,684 -60%
DWM
757
Dorchester Wealth Management
Quebec, Canada
$224K
GH
758
GAM Holding
Switzerland
$222K -$139K -702 -39%
IC
759
Intersect Capital
California
$222K +$215K +1,087 New
Cetera Investment Advisers
760
Cetera Investment Advisers
Illinois
$220K +$213K +1,076 New
SIM
761
Sadoff Investment Management
Wisconsin
$219K
ECM
762
Elgethun Capital Management
South Dakota
$218K
JCM
763
Janney Capital Management
Pennsylvania
$218K
FAAS
764
First Allied Advisory Services
California
$217K -$9.48K -48 -4%
EFS
765
Essex Financial Services
Connecticut
$217K
PA
766
Parallel Advisors
California
$217K +$1.19K +6 +0.6%
VCM
767
Versant Capital Management
Arizona
$214K
GP
768
Geneva Partners
Wisconsin
$214K +$207K +1,049 New
CIC
769
Carnegie Investment Counsel
Ohio
$213K -$16K -81 -7%
BB
770
Busey Bank
Illinois
$211K -$54.9K -278 -21%
GAG
771
GM Advisory Group
New York
$211K +$204K +1,033 New
OIA
772
Optimum Investment Advisors
Illinois
$208K +$72.9K +369 +57%
DJSG
773
D.J. St. Germain
Massachusetts
$204K +$198K +1,000 New
MA
774
Montag & Associates
Georgia
$204K +$198K +1,000 New
PP
775
Palladium Partners
Virginia
$204K +$198K +1,000 New