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Name Holding Trade Value Shares
Change 		Change in
Stake
WHG
1001
Westwood Holdings Group
Texas
$256K – – –
CFM
1002
Catalyst Funds Management
Australia
$256K +$248K +1,600 New
MFPI
1003
Midwest Financial Partners Investments
Minnesota
$253K – – –
HIA
1004
Harbor Investment Advisory
Maryland
$253K -$17K -110 -6%
WIA
1005
Westbourne Investment Advisors
Maryland
$253K – – –
LAM
1006
L2 Asset Management
Massachusetts
$252K +$12.4K +80 +5%
QC
1007
Quent Capital
New York
$252K -$8.83K -57 -3%
NL
1008
NWAM LLC
Washington
$251K +$243K +1,570 New
ACM
1009
Advisors Capital Management
New Jersey
$250K +$15.5K +100 +7%
CA
1010
Crewe Advisors
Utah
$250K -$6.82K -44 -3%
RCM
1011
Requisite Capital Management
Texas
$249K +$3.41K +22 +1%
DA
1012
Dover Advisors
Virginia
$248K – – –
CA
1013
CoreCap Advisors
Michigan
$248K -$5.42K -35 -2%
TF
1014
Tompkins Financial
New York
$247K +$6.82K +44 +3%
SWM
1015
SeaCrest Wealth Management
New York
$246K -$51.7K -334 -18%
TTWM
1016
TCV Trust & Wealth Management
Virginia
$246K – – –
OWP
1017
Obermeyer Wealth Partners
Colorado
$244K +$5.73K +37 +2%
HWM
1018
Hohimer Wealth Management
Washington
$244K -$5.42K -35 -2%
GCA
1019
Gradient Capital Advisors
California
$244K – – –
SCM
1020
Schnieders Capital Management
California
$242K – – –
NPFS
1021
Novak & Powell Financial Services
Florida
$242K +$620 +4 +0.3%
NP
1022
NorthRock Partners
Minnesota
$242K +$15.3K +99 +7%
EWA
1023
EverSource Wealth Advisors
Alabama
$241K -$64.9K -419 -22%
SFP
1024
Shepherd Financial Partners
Massachusetts
$240K +$1.24K +8 +0.5%
IAN
1025
Integrated Advisors Network
Texas
$240K -$16.1K -104 -6%
39 40
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