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Name Holding Trade Value Shares
Change 		Change in
Stake
OS
926
Objectivity Squared
South Carolina
$1.14M -$20K -279 -2%
HG
927
Herbst Group
Connecticut
$1.13M +$1.06M +14,700 New
TDC
928
Thompson Davis & Co
Virginia
$1.11M -$30.9K -430 -3%
FFS
929
Founders Financial Securities
Maryland
$1.1M +$26.8K +374 +3%
HCA
930
Harbour Capital Advisors
Virginia
$1.09M +$307K +4,270 +43%
NP
931
NorthRock Partners
Minnesota
$1.08M +$480K +6,692 +91%
BAM
932
Beaumont Asset Management
Texas
$1.08M +$27.6K +384 +3%
CL
933
Choreo LLC
Illinois
$1.07M -$104K -1,444 -9%
GGS
934
Galvin Gaustad & Stein
Arizona
$1.06M -$309K -4,300 -24%
AC
935
AlphaCore Capital
California
$1.05M +$1.36K +19 +0.1%
TWM
936
Tradition Wealth Management
Minnesota
$1.04M +$21.5K +300 +2%
VI
937
Versor Investments
New York
$1.04M +$970K +13,512 New
PTC
938
Private Trust Company
Ohio
$1.04M +$110K +1,530 +13%
CANY
939
Caxton Associates (New York)
New York
$1.04M +$540K +7,517 +126%
IIA
940
IPG Investment Advisors
California
$1.03M +$359 +5 +0%
NAG
941
Northstar Advisory Group
New Jersey
$1.03M +$1.09M +15,125 New
PWPS
942
Pinnacle Wealth Planning Services
Ohio
$1.02M +$298K +4,153 +45%
SF
943
Synovus Financial
Georgia
$1.02M -$24.9K -347 -3%
WA
944
WP Advisors
California
$1.02M – – –
WC
945
Woodstock Corp
Massachusetts
$1.02M – – –
DAS
946
Dynamic Advisor Solutions
Arizona
$1.02M +$35.1K +489 +4%
EWA
947
Emergent Wealth Advisors
New York
$1.01M +$311K +4,338 +50%
BHCM
948
Brevan Howard Capital Management
Jersey
$1.01M -$939K -13,081 -50%
CI
949
Clal Insurance
Israel
$1M +$933K +13,000 New
CA
950
Claro Advisors
Massachusetts
$999K +$36.9K +514 +4%
36 37
38
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