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Name Holding Trade Value Shares
Change 		Change in
Stake
TPA
1451
Trivium Point Advisory
Connecticut
$545K +$14.3K +57 +2%
DI
1452
DFPG Investments
Utah
$544K – – –
OL
1453
Optas LLC
Texas
$543K +$254K +1,011 +71%
PWS
1454
Paragon Wealth Strategies
Florida
$542K +$216K +861 +55%
EHC
1455
Everett Harris & Co
California
$541K -$37.7K -150 -6%
GIM
1456
Grassi Investment Management
California
$541K +$132K +525 +28%
CFO
1457
CVA Family Office
Colorado
$541K +$497K +1,980 +440%
HWM
1458
Hemington Wealth Management
Virginia
$540K -$48.2K -192 -7%
RDWM
1459
Red Door Wealth Management
Tennessee
$538K -$261K -1,038 -30%
BFA
1460
Bragg Financial Advisors
North Carolina
$538K -$90.4K -360 -13%
MA
1461
MJP Associates
Connecticut
$537K +$97.9K +390 +19%
WHG
1462
Westwood Holdings Group
Texas
$536K +$604K +2,406 New
OBWG
1463
Onyx Bridge Wealth Group
New York
$535K -$13.6K -54 -2%
PP
1464
Paloma Partners
Connecticut
$534K -$194K -774 -24%
MFS
1465
Monetta Financial Services
Illinois
$534K -$151K -600 -20%
SWK
1466
Stephen W. Kidder
$534K -$75.3K -300 -11%
CTB
1467
Country Trust Bank
Illinois
$534K – – –
PAM
1468
Pegasus Asset Management
New York
$534K – – –
TLCM
1469
Twin Lakes Capital Management
California
$534K – – –
RWG
1470
Regal Wealth Group
California
$529K – – –
PFBT
1471
Parkside Financial Bank & Trust
Missouri
$529K +$49K +195 +9%
FAN
1472
Financial Advisors Network
California
$527K +$12.1K +48 +2%
PA
1473
Procyon Advisors
Connecticut
$526K -$223K -888 -27%
BFC
1474
Bedel Financial Consulting
Indiana
$525K +$9.04K +36 +2%
WCM
1475
Washburn Capital Management
Florida
$524K +$52K +207 +10%
57 58
59
60 61