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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
676
Dakota Wealth Management
Florida
$258K -$63.3K -190 -22%
RE
677
RBC Europe
United Kingdom
$258K -$206K -620 -48%
RFC
678
Regions Financial Corp
Alabama
$256K +$2K +6 +0.9%
HB
679
Homrich & Berg
Georgia
$254K +$6.33K +19 +3%
CCA
680
Checchi Capital Advisers
California
$254K +$218K +655 New
CPO
681
Cerity Partners OCIO
New York
$253K +$2K +6 +0.9%
TFS
682
Thoroughbred Financial Services
Tennessee
$251K +$216K +649 New
UIA
683
UBP Investment Advisors
Switzerland
$250K +$212K +636 New
PCM
684
Penserra Capital Management
California
$249K +$59.3K +178 +38%
WP
685
WMS Partners
Maryland
$249K +$214K +643 New
SC
686
Scotia Capital
Ontario, Canada
$248K -$6.66K -20 -3%
SWM
687
SeaCrest Wealth Management
New York
$247K -$12K -36 -5%
CB
688
CNB Bank
Pennsylvania
$246K +$60.6K +182 +40%
CAS
689
Cascadia Advisory Services
Oregon
$245K – – –
DFCM
690
Dark Forest Capital Management
Puerto Rico
$243K +$209K +627 New
SHGA
691
Sand Hill Global Advisors
California
$243K +$209K +628 New
VHAM
692
Van Hulzen Asset Management
California
$240K -$5K -15 -2%
CPA
693
Clear Perspective Advisors
Illinois
$240K +$206K +620 New
KFC
694
Klingenstein Fields & Co
New York
$239K +$205K +616 New
9WM
695
9258 Wealth Management
Ohio
$239K +$205K +617 New
PA
696
Procyon Advisors
Connecticut
$238K -$287K -861 -58%
CFGS
697
Concourse Financial Group Securities
Alabama
$238K -$93.6K -281 -31%
FCM
698
Firestone Capital Management
Florida
$237K -$10.3K -31 -5%
KFGK
699
Keystone Financial Group (Kentucky)
Kentucky
$237K +$204K +612 New
ZIG
700
Zuckerman Investment Group
Illinois
$237K +$204K +613 New
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