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Name Holding Trade Value Shares
Change 		Change in
Stake
CI
751
Clal Insurance
Israel
$448K – – –
WMA
752
Wealth Management Associates
New Jersey
$442K +$134K +3,065 +45%
DA
753
Doliver Advisors
Texas
$438K +$427K +9,775 New
KOC
754
Koss-Olinger Consulting
Florida
$438K +$428K +9,787 New
VVP
755
Venture Visionary Partners
Ohio
$434K +$424K +9,703 New
CA
756
Cornerstone Advisory
Maryland
$433K -$38K -870 -8%
SIC
757
Samalin Investment Counsel
New York
$431K – – –
PFG
758
PAX Financial Group
Texas
$428K -$95.7K -2,190 -19%
S
759
Seeyond
France
$424K +$299K +6,848 +261%
BHBT
760
Burke & Herbert Bank & Trust
Virginia
$421K – – –
JPLA
761
Joseph P. Lucia & Associates
New York
$421K – – –
MS
762
Mizuho Securities
Japan
$417K -$1.81M -41,319 -82%
SMA
763
Sage Mountain Advisors
Georgia
$417K +$406K +9,303 New
KA
764
Kovack Advisors
Florida
$415K +$53.5K +1,225 +15%
CGH
765
Crossmark Global Holdings
Texas
$414K +$20.1K +460 +5%
GW
766
GW & Wade
Massachusetts
$412K +$3.28K +75 +0.8%
NFSG
767
Newbridge Financial Services Group
Florida
$411K +$118K +2,710 +42%
IA
768
IFP Advisors
Florida
$410K +$101K +2,316 +34%
PMG
769
ProVise Management Group
Florida
$410K +$112K +2,557 +39%
HI
770
Horizon Investments
North Carolina
$410K +$400K +9,158 New
WA
771
Wealth Alliance
New York
$404K -$4.33K -99 -1%
NCM
772
New Capital Management
Texas
$404K +$376K +8,595 New
SOAMC
773
Spirit of America Management Corp
New York
$403K +$65.5K +1,500 +20%
GBA
774
Garrison Bradford & Associates
New York
$401K – – –
FFG
775
Fortem Financial Group
California
$398K +$1.75K +40 +0.5%
29 30
31
32 33