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Name Holding Trade Value Shares
Change 		Change in
Stake
BF
301
BOK Financial
Oklahoma
$117K -$84.7K -8,063 -39%
AWA
302
Arete Wealth Advisors
Illinois
$112K -$18.5K -1,760 -13%
KFGK
303
Keystone Financial Group (Kentucky)
Kentucky
$112K +$124K +11,843 New
PCMC
304
Paragon Capital Management (Colorado)
Colorado
$111K +$4.18K +398 +3%
PFS
305
Prospera Financial Services
Texas
$108K +$120K +11,390 New
MOS
306
MGO One Seven
Ohio
$108K -$13.8K -1,313 -10%
B
307
Bailard
California
$107K +$119K +11,327 New
EP
308
Eudaimonia Partners
Tennessee
$107K -$9.15K -871 -7%
PIA
309
Powell Investment Advisors
Florida
$107K – – –
NB
310
Northwest Bancshares
Pennsylvania
$105K – – –
CM
311
Cercano Management
Washington
$104K – – –
CCA
312
Checchi Capital Advisers
California
$102K +$6.4K +609 +6%
ATIA
313
American Trust Investment Advisors
New Hampshire
$100K – – –
PA
314
Pinnacle Associates
New York
$99.7K -$21.7K -2,066 -16%
IFG
315
Independent Financial Group
California
$98.6K +$263 +25 +0.2%
JF
316
Jump Financial
Illinois
$98.2K +$109K +10,392 New
QCG
317
Quadrant Capital Group
Ohio
$98.2K +$4.43K +422 +4%
EWA
318
EverSource Wealth Advisors
Alabama
$95.2K +$48.3K +4,598 +84%
SSA
319
Schonfeld Strategic Advisors
New York
$94.5K -$3.67M -349,176 -97%
PA
320
Parallel Advisors
California
$89K +$64.3K +6,119 +186%
WTC
321
WhitTier Trust Company
Nevada
$88.6K -$10.9K -1,033 -10%
SWM
322
Spire Wealth Management
Virginia
$85.2K +$1.47K +140 +2%
WAM
323
Westport Asset Management
Connecticut
$84.9K – – –
TSWM
324
Tyler-Stone Wealth Management
Ohio
$84K +$93.8K +8,926 New
PCFFS
325
Pacific Center for Financial Services
California
$81.8K -$2.5K -238 -3%
11 12
13
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