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Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
576
Crestwood Advisors Group
Massachusetts
$251K +$255K +3,200 New
LF
577
Lantz Financial
Illinois
$240K +$877 +11 +0.4%
CFG
578
Cooper Financial Group
California
$239K +$243K +3,050 New
CAM
579
Claret Asset Management
Quebec, Canada
$237K -$558 -7 -0.2%
LIP
580
Lighthouse Investment Partners
Florida
$235K -$146K -1,827 -38%
SSCM
581
Spectrum Strategic Capital Management
Oregon
$235K – – –
IAIM
582
International Assets Investment Management
Florida
$235K +$239K +3,000 New
BWP
583
Balboa Wealth Partners
Arizona
$234K +$239 +3 +0.1%
HFO
584
Heritage Family Offices
Arizona
$233K -$120K -1,501 -34%
EH
585
Equitable Holdings
New York
$232K +$236K +2,956 New
PAM
586
Panagora Asset Management
Massachusetts
$231K -$1.91K -24 -0.8%
AFA
587
AA Financial Advisors
Ohio
$230K – – –
MF
588
Magnetar Financial
Illinois
$230K +$234K +2,935 New
LCC
589
Lincoln Capital Corp
Rhode Island
$228K -$12.1K -152 -5%
SOAM
590
SBI Okasan Asset Management
Japan
$224K +$223K +2,800 New
VT
591
Vise Technologies
New York
$223K +$24.3K +305 +12%
PAG
592
Poinciana Advisors Group
Florida
$220K -$1.12K -14 -0.5%
AWM
593
Axxcess Wealth Management
California
$219K -$224K -2,814 -50%
SI
594
Stephens Inc
Arkansas
$219K -$4.54K -57 -2%
TCBWMS
595
Texas Capital Bank Wealth Management Services
Texas
$218K -$24.6K -309 -10%
DTC
596
Davidson Trust Company
Washington
$218K +$222K +2,781 New
TWM
597
Thrive Wealth Management
Pennsylvania
$218K +$717 +9 +0.3%
DWT
598
Dorsey & Whitney Trust
South Dakota
$217K -$9.8K -123 -4%
LS
599
Livforsakringsbolaget Skandia
Sweden
$214K – – –
TAM
600
Trust Asset Management
Texas
$212K -$9K -113 -4%
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