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Name Holding Trade Value Shares
Change 		Change in
Stake
GF
476
Gries Financial
Ohio
$431K +$17.7K +78 +5%
MWM
477
Modera Wealth Management
New Jersey
$429K -$11.8K -52 -3%
FCM
478
Fairbanks Capital Management
California
$424K -$115K -504 -23%
NP
479
NorthRock Partners
Minnesota
$420K -$8.86K -39 -2%
RF
480
Rossby Financial
Florida
$416K -$18.9K -83 -5%
AFGAS
481
Allegiance Financial Group Advisory Services
Virginia
$409K +$114K +501 +45%
CL
482
Choreo LLC
Illinois
$406K +$69.1K +304 +23%
JCIA
483
Jackson Creek Investment Advisors
Colorado
$406K +$363K +1,598 New
OR
484
Olympiad Research
Connecticut
$402K +$360K +1,583 New
PFGIA
485
Patriot Financial Group Insurance Agency
Massachusetts
$393K +$27.3K +120 +8%
CA
486
Claro Advisors
Massachusetts
$393K +$58.2K +256 +20%
MC
487
Moors & Cabot
Massachusetts
$391K -$13.2K -58 -4%
AWM
488
Ariadne Wealth Management
California
$388K +$32.5K +143 +12%
WC
489
Waterloo Capital
Texas
$388K +$347K +1,528 New
WTC
490
WhitTier Trust Company
Nevada
$382K +$8.41K +37 +3%
QCG
491
Quadrant Capital Group
Ohio
$382K +$199K +877 +140%
HA
492
Harbor Advisors
Florida
$381K – – –
IWA
493
Inspirion Wealth Advisors
Illinois
$381K – – –
OAM
494
Oxford Asset Management
United Kingdom
$378K +$43.9K +193 +15%
FAN
495
Financial Advisors Network
California
$374K -$4.41M -19,431 -93%
CAM
496
Cresset Asset Management
Illinois
$373K +$5K +22 +2%
OIA
497
OneDigital Investment Advisors
Kansas
$367K +$37.7K +166 +13%
MSA
498
MUFG Securities Americas
New York
$366K +$50K +220 +18%
ETC
499
Exchange Traded Concepts
Oklahoma
$358K -$72.9K -321 -19%
HCM
500
Huber Capital Management
California
$355K – – –
18 19
20
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