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Name Holding Trade Value Shares
Change 		Change in
Stake
SBH
1301
Segall Bryant & Hamill
Illinois
$1.69M +$121K +390 +9%
CA
1302
Continuum Advisory
Idaho
$1.69M -$369K -1,185 -2%
CC
1303
Callan Capital
California
$1.69M +$43K +138 +3%
BCM
1304
Becker Capital Management
Oregon
$1.69M +$141K +453 +11%
PCG
1305
Private Capital Group
Connecticut
$1.68M -$9.34K -30 -0.6%
NCM
1306
Northwest Capital Management
Oregon
$1.68M – – –
CAIMH
1307
Central Asset Investments & Management Holdings
Hong Kong
$1.68M +$355K +1,140 +32%
CFA
1308
Capstone Financial Advisors
Illinois
$1.68M -$2.8K -9 -0.2%
BWP
1309
BSW Wealth Partners
Colorado
$1.68M +$90.6K +291 +7%
F4L
1310
Fortune 45 LLC
Louisiana
$1.68M +$13.1K +42 +0.9%
AW
1311
ACG Wealth
Georgia
$1.67M -$5.82M -18,675 -80%
RCM
1312
RNC Capital Management
California
$1.67M +$14.9K +48 +1%
CI
1313
CX Institutional
Indiana
$1.66M +$144K +462 +11%
CCG
1314
Cypress Capital Group
Florida
$1.66M +$192K +615 +15%
MWAM
1315
Manhattan West Asset Management
California
$1.66M +$18.7K +60 +1%
AR
1316
Advisory Research
Illinois
$1.65M -$432K -1,386 -23%
ICP
1317
Interchange Capital Partners
Pennsylvania
$1.65M -$11.2K -36 -0.8%
LCM
1318
Lewis Capital Management
California
$1.64M – – –
WFC
1319
Western Financial Corp
California
$1.64M -$36.4K -117 -2%
GCC
1320
Guardian Capital (Canada)
Ontario, Canada
$1.64M +$921K +2,958 +183%
SAM
1321
Satovsky Asset Management
New York
$1.64M – – –
CWG
1322
Cornerstone Wealth Group
North Carolina
$1.64M -$473K -1,518 -25%
SWP
1323
Strategic Wealth Partners
Ohio
$1.63M +$23.4K +75 +2%
PSP
1324
Principal Street Partners
Tennessee
$1.63M +$237K +762 +20%
SC
1325
Shearwater Capital
Colorado
$1.62M – – –
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