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Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
726
Tower Research Capital (TRC)
New York
$537K +$136K +875 +35%
OWCM
727
One Wealth Capital Management
Arizona
$535K +$270K +1,741 +108%
AWM
728
Avior Wealth Management
Nebraska
$535K +$46.3K +299 +10%
RC
729
Roundview Capital
New Jersey
$533K +$516K +3,333 New
MWM
730
Mission Wealth Management
California
$532K +$178K +1,152 +53%
JMFC
731
J.M. Forbes & Co
Massachusetts
$532K – – –
PFP
732
Paragon Financial Partners
California
$531K – – –
NGA
733
Naples Global Advisors
Florida
$531K – – –
HFS
734
Howard Financial Services
Texas
$530K -$6.82K -44 -1%
CPIG
735
Chicago Partners Investment Group
Illinois
$528K +$15K +97 +3%
GBT
736
Grove Bank & Trust
Florida
$528K -$19.4K -125 -4%
CPC
737
Congress Park Capital
New York
$528K – – –
BTWM
738
Baker Tilly Wealth Management
Wisconsin
$524K -$11.9K -77 -2%
CFCS
739
CDM Financial Counseling Services
Connecticut
$524K -$44K -284 -8%
CAM
740
Cozad Asset Management
Illinois
$520K – – –
HFS
741
Hantz Financial Services
Michigan
$519K +$203K +1,311 +68%
SB
742
Simmons Bank
Arkansas
$519K +$3.41K +22 +0.7%
RG
743
Rathbones Group
United Kingdom
$518K -$8.36K -54 -2%
CI
744
CX Institutional
Indiana
$517K -$6.35K -41 -1%
PL
745
Plancorp LLC
Missouri
$516K -$285K -1,841 -37%
PHAM
746
Palisades Hudson Asset Management
Florida
$515K -$142K -920 -22%
PFA
747
Pure Financial Advisors
California
$514K +$2.32K +15 +0.5%
GC
748
Grimes & Company
Massachusetts
$514K +$1.39K +9 +0.3%
AWA
749
Aaron Wealth Advisors
Illinois
$513K +$108K +697 +28%
SPFA
750
Summit Place Financial Advisors
New Jersey
$512K – – –
28 29
30
31 32