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Name Holding Trade Value Shares
Change 		Change in
Stake
CPWA
926
Cerro Pacific Wealth Advisors
California
$267K -$398K -2,747 -60%
SBH
927
Segall Bryant & Hamill
Illinois
$266K +$267K +1,841 New
SA
928
Syntax Advisors
New York
$265K +$2.9K +20 +1%
VCG
929
Vantage Consulting Group
Virginia
$265K +$2.9K +20 +1%
TDC
930
Thompson Davis & Co
Virginia
$264K +$54.3K +375 +26%
FFA
931
First Foundation Advisors
California
$263K +$263K +1,815 New
NFG
932
Nations Financial Group
Iowa
$263K +$263K +1,815 New
CHP
933
Cable Hill Partners
Oregon
$263K +$8.69K +60 +3%
JWCA
934
J.W. Cole Advisors
Florida
$261K +$261K +1,799 New
PL
935
Perpetual Ltd
Australia
$260K +$260K +1,798 New
KFA
936
Kapstone Financial Advisors
Ohio
$259K – – –
DL
937
DOHJ LLC
Washington
$259K +$49.1K +339 +23%
BEI
938
Benjamin Edwards Inc
Missouri
$258K -$94.3K -651 -27%
PPC
939
Park Place Capital
Alabama
$258K -$210K -1,451 -45%
TF
940
Talbot Financial
Washington
$258K – – –
RFA
941
Resurgent Financial Advisors
Georgia
$257K -$6.23K -43 -2%
VIA
942
Vickerman Investment Advisors
Washington
$257K +$257K +1,774 New
RSWM
943
Robertson Stephens Wealth Management
California
$256K +$256K +1,770 New
BFG
944
Barber Financial Group
Kansas
$255K – – –
NB
945
Northwest Bancshares
Pennsylvania
$254K – – –
SMA
946
Sage Mountain Advisors
Georgia
$254K +$254K +1,753 New
CBT
947
Central Bank & Trust
Kentucky
$253K -$22.2K -153 -8%
JEST
948
JTC Employer Solutions Trustee
Jersey
$253K – – –
PA
949
Perennial Advisors
New York
$251K +$252K +1,736 New
LWCFA
950
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$251K +$212K +1,461 +539%
36 37
38
39 40