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Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
626
Capital Impact Advisors
Massachusetts
$234K +$22.8K +146 +12%
KA
627
Kovack Advisors
Florida
$231K -$4.68K -30 -2%
FFS
628
Founders Financial Securities
Maryland
$230K -$18.6K -119 -8%
HI
629
Horizon Investments
North Carolina
$230K -$19.7K -126 -8%
BP
630
Ballentine Partners
Massachusetts
$229K +$214K +1,369 New
SM
631
STF Management
Texas
$226K +$211K +1,350 New
KPWS
632
Kestra Private Wealth Services
Texas
$222K -$465K -2,981 -69%
SWM
633
SeaCrest Wealth Management
New York
$219K +$204K +1,311 New
HFM
634
Hartford Funds Management
Pennsylvania
$216K +$202K +1,293 New
CPIG
635
Chicago Partners Investment Group
Illinois
$211K +$171K +1,098 New
KCM
636
KRS Capital Management
Michigan
$210K -$26.5K -170 -12%
VCM
637
Virtue Capital Management
Tennessee
$209K +$195K +1,252 New
AL
638
Aspiriant LLC
California
$209K +$195K +1,251 New
XT
639
XTX Topco
Cayman Islands
$207K -$91.2K -585 -32%
TA
640
TKG Advisors
Indiana
$207K +$193K +1,238 New
SWP
641
Stratos Wealth Partners
Ohio
$203K -$18.4K -118 -9%
SIM
642
Sentry Investment Management
Wisconsin
$202K +$138K +886 +277%
LJAC
643
L.J. Altfest & Co
New York
$201K +$187K +1,202 New
AS
644
AM Squared
Hong Kong
$201K +$187K +1,200 New
CAM
645
Cozad Asset Management
Illinois
$201K +$187K +1,200 New
CSC
646
Caldwell Sutter Capital
California
$188K +$175K +1,122 New
HNB
647
Huntington National Bank
Ohio
$180K -$104K -669 -38%
GCS
648
Gordian Capital (Singapore)
Singapore
$180K – – –
RWPA
649
Richard W. Paul & Associates
Michigan
$180K +$167K +1,073 New
IA
650
IFP Advisors
Florida
$179K -$11.2K -72 -5%
24 25
26
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