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Name Holding Trade Value Shares
Change 		Change in
Stake
CG
576
Caprock Group
Idaho
$238K +$23.4K +129 +8%
CIA
577
Capital Impact Advisors
Massachusetts
$237K +$161K +887 +109%
SFG
578
Synergy Financial Group
California
$236K – – –
SG
579
Stonnington Group
California
$234K -$327K -1,800 -53%
ECM
580
Evergreen Capital Management
Washington
$230K +$12.9K +71 +4%
PWM
581
Perigon Wealth Management
California
$228K -$32.3K -178 -10%
BF
582
BOK Financial
Oklahoma
$228K -$4.54K -25 -2%
RFO
583
RiverGlades Family Offices
Florida
$223K – – –
LS
584
Leelyn Smith
Illinois
$223K +$285K +1,571 +5,237%
C
585
Certuity
Florida
$221K -$80.1K -441 -22%
OR
586
Olympiad Research
Connecticut
$218K +$104K +570 +57%
HI
587
Horizon Investments
North Carolina
$214K +$2K +11 +0.7%
CGH
588
Crossmark Global Holdings
Texas
$214K +$14.5K +80 +6%
FFS
589
Founders Financial Securities
Maryland
$213K +$1.64K +9 +0.6%
MGP
590
Metis Global Partners
California
$212K +$68.9K +379 +33%
PTC
591
Petrus Trust Company
Texas
$212K +$276K +1,520 New
ACM
592
Argent Capital Management
Missouri
$209K – – –
DADC
593
D.A. Davidson & Co
Montana
$207K +$270K +1,484 New
TFCP
594
Twin Focus Capital Partners
Massachusetts
$205K +$727 +4 +0.3%
IUHSA
595
Itau Unibanco Holding S.A.
Brazil
$203K +$263K +1,448 +20,686%
SWP
596
Stratos Wealth Partners
Ohio
$202K +$1.27K +7 +0.5%
IAS
597
IMA Advisory Services
Colorado
$202K +$263K +1,450 New
SWM
598
SeaCrest Wealth Management
New York
$184K -$44.5K -245 -16%
NIM
599
NuWave Investment Management
New Jersey
$176K +$229K +1,261 New
SGA
600
Seaport Global Advisors
Massachusetts
$165K +$79.4K +437 +58%
22 23
24
25 26