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Name Holding Trade Value Shares
Change 		Change in
Stake
STA
501
Summit Trail Advisors
New York
$261K +$256K +11,760 New
SFSIG
502
San Francisco Sentry Investment Group
California
$258K +$74.1K +3,405 +38%
ECM
503
Evergreen Capital Management
Washington
$258K +$271K +12,465 New
BBHC
504
Brown Brothers Harriman & Co
New York
$256K +$18.3K +840 +7%
ACM
505
Alpha Capital Management
Texas
$256K +$38.2K +1,755 +17%
CSS
506
Cubist Systematic Strategies
Connecticut
$255K -$696K -31,995 -72%
AR
507
Advisory Research
Illinois
$253K -$23.8K -1,095 -8%
ODG
508
O'Dell Group
Ohio
$253K – – –
MMA
509
Miracle Mile Advisors
California
$252K +$31K +1,425 +13%
AAM
510
Azzad Asset Management
Virginia
$250K -$11.1K -510 -4%
SMC
511
Smith, Moore & Co
Missouri
$248K -$57.1K -2,625 -18%
ZCA
512
Zeke Capital Advisors
Pennsylvania
$246K +$21.2K +975 +9%
PWLP
513
Prio Wealth Limited Partnership
Massachusetts
$245K – – –
RG
514
Rikoon Group
New Mexico
$244K +$27.7K +1,275 +12%
CWS
515
Cypress Wealth Services
California
$242K +$254K +11,670 New
CYG
516
Clean Yield Group
Vermont
$240K -$45.7K -2,100 -15%
SBIA
517
Sheaff Brock Investment Advisors
Indiana
$240K -$42.4K -1,950 -14%
GAG
518
GM Advisory Group
New York
$240K – – –
PP
519
Patten & Patten
Tennessee
$240K +$251K +11,550 New
SFG
520
SNS Financial Group
Minnesota
$239K +$1.63K +75 +0.7%
HPWM
521
Highland Private Wealth Management
Washington
$238K +$5.87K +270 +2%
IWA
522
Inspirion Wealth Advisors
Illinois
$236K – – –
S
523
SignatureFD
Georgia
$234K -$30K -1,380 -11%
KIG
524
Kessler Investment Group
Indiana
$234K – – –
SGCA
525
Steel Grove Capital Advisors
Tennessee
$234K – – –
19 20
21
22 23