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Name Holding Trade Value Shares
Change 		Change in
Stake
JFG
801
Jefferies Financial Group
New York
$397K -$21M -662,080 -98%
SHGA
802
Sand Hill Global Advisors
California
$395K +$6.44K +203 +2%
DT
803
Diversified Trust
Tennessee
$388K +$59.5K +1,876 +18%
PI
804
PFG Investments
New York
$384K +$384K +12,102 New
API
805
Advisor Partners II
California
$383K +$383K +12,085 New
QCIG
806
Quad-Cities Investment Group
Iowa
$382K -$31.7K -1,000 -8%
IC
807
Iconiq Capital
California
$382K – – –
SW
808
SkyOak Wealth
Michigan
$381K +$159 +5 +0%
FHA
809
Flagship Harbor Advisors
Massachusetts
$380K -$11.3K -355 -3%
V
810
ViaWealth
Kansas
$379K +$89.6K +2,825 +31%
OPWM
811
Oxinas Partners Wealth Management
Indiana
$378K -$5.84K -184 -2%
SC
812
Sepio Capital
Utah
$375K -$304K -9,594 -45%
GW
813
GW & Wade
Massachusetts
$375K -$8.5K -268 -2%
LJAC
814
L.J. Altfest & Co
New York
$372K +$372K +11,743 New
EF
815
Empowered Funds
Pennsylvania
$372K +$372K +11,727 New
PCA
816
Pallas Capital Advisors
Massachusetts
$371K +$40.8K +1,286 +12%
MOS
817
MGO One Seven
Ohio
$370K +$13.9K +437 +4%
BFEC
818
Benjamin F. Edwards & Company
Missouri
$365K -$58.8K -1,853 -14%
RIA
819
Realta Investment Advisors
Delaware
$362K -$1.01K -32 -0.3%
SCM
820
Sterneck Capital Management
Missouri
$362K +$80.2K +2,530 +29%
DCM
821
Driehaus Capital Management
Illinois
$360K +$360K +11,346 New
QPBE
822
Quintet Private Bank (Europe)
Luxembourg
$359K +$360K +11,340 New
AAS
823
Avantax Advisory Services
Texas
$359K -$22.9K -721 -6%
CGH
824
Crossmark Global Holdings
Texas
$359K -$2.7K -85 -0.7%
GT
825
Glenview Trust
Kentucky
$358K +$32.8K +1,035 +10%
31 32
33
34 35