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ALV

Name Holding Trade Value Shares
Change 		Change in
Stake
ETC
201
Exchange Traded Concepts
Oklahoma
$68K +$11.4K +124 +18%
HPC
202
HM Payson & Co
Maine
$34K – – –
OIA
203
Optimum Investment Advisors
Illinois
$34K – – –
SPIA
204
Steward Partners Investment Advisory
New York
$32K – – –
LJHT
205
Laurie J. Hall Trustee
$30K – – –
TFO
206
Tarbox Family Office
California
$30K – – –
CFGS
207
Concourse Financial Group Securities
Alabama
$29K – – –
S
208
SignatureFD
Georgia
$29K +$6.09K +66 +24%
CHA
209
Carmichael Hill & Associates
Maryland
$26K – – –
LWM
210
Liberty Wealth Management
California
$26K +$185 +2 +0.7%
HNB
211
Huntington National Bank
Ohio
$22K – – –
PA
212
Parallel Advisors
California
$21K +$7.2K +78 +47%
GWS
213
Glassman Wealth Services
Virginia
$17K – – –
QCG
214
Quadrant Capital Group
Ohio
$17K +$12K +130 +191%
HI
215
Harbour Investments
Wisconsin
$17K +$18.5K +200 New
DAM
216
Delta Asset Management
Tennessee
$15K – – –
NICM
217
Neo Ivy Capital Management
New York
$15K +$21.1K +229 New
FPB
218
First PREMIER Bank
South Dakota
$14K – – –
AF
219
Allworth Financial
California
$13K +$12.6K +136 +1,133%
HR
220
Howe & Rusling
New York
$11K +$3.88K +42 +47%
ETI
221
Enterprise Trust & Investment
California
$10K – – –
CFFP
222
Center for Financial Planning
Michigan
$7K – – –
SWA
223
SOA Wealth Advisors
New York
$7K – – –
IWA
224
IBEX Wealth Advisors
New Jersey
$5K +$5.63K +61 New
LWANC
225
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K – – –
7 8
9
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