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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
626
Alerus Financial
North Dakota
$289K – – –
BCM
627
Brookstone Capital Management
Illinois
$289K +$91.3K +248 +38%
SCA
628
Sassicaia Capital Advisers
New York
$289K +$331K +900 New
CFGS
629
Concourse Financial Group Securities
Alabama
$288K -$49K -133 -13%
H
630
HoyleCohen
California
$287K +$1.47K +4 +0.4%
SDWIA
631
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$285K – – –
MGIA
632
Moneta Group Investment Advisors
Missouri
$284K +$325K +884 New
CP
633
Capital Planning
Washington
$283K – – –
CRC
634
Curi RMB Capital
Illinois
$282K – – –
CFS
635
CRA Financial Services
New Jersey
$282K +$54.1K +147 +20%
FA
636
FDx Advisors
Illinois
$282K +$323K +878 New
MFG
637
Menard Financial Group
Texas
$281K +$55.2K +150 +21%
PCA
638
Private Capital Advisors
Connecticut
$280K – – –
SEIA
639
Signature Estate & Investment Advisors
California
$277K +$9.94K +27 +3%
LC
640
Lavaca Capital
Texas
$277K +$19.1K +52 +6%
DWM
641
Dakota Wealth Management
Florida
$275K -$7.36K -20 -2%
STA
642
Summit Trail Advisors
New York
$275K – – –
KM
643
Kalos Management
Georgia
$274K +$2.58K +7 +0.8%
MCM
644
Manchester Capital Management
Vermont
$270K -$219K -594 -41%
SWMP
645
Signature Wealth Management Partners
New Jersey
$270K – – –
MIFH
646
Migdal Insurance & Financial Holdings
Israel
$270K +$96.1K +261 +45%
LOAMS
647
Lombard Odier Asset Management (Switzerland)
Switzerland
$270K +$309K +839 New
SA
648
Strategic Advisors
New York
$269K -$34.6K -94 -10%
MBT
649
Montecito Bank & Trust
California
$268K – – –
BDS
650
Banco de Sabadell
Florida
$267K -$38.6K -105 -11%
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