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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1001
WealthSource Partners
California
$1.21M -$59.5K -572 -5%
VAM
1002
Verity Asset Management
North Carolina
$1.21M -$1.3M -12,471 -54%
CW
1003
CreativeOne Wealth
Kansas
$1.2M -$1.3M -12,489 -54%
CHM
1004
Collaborative Holdings Management
New York
$1.2M +$1.09M +10,500 New
MFGM
1005
Marshall Financial Group (Maryland)
Maryland
$1.2M -$73.1K -703 -6%
RIA
1006
Regal Investment Advisors
Michigan
$1.19M +$5.41K +52 +0.5%
MS
1007
Mizuho Securities
Japan
$1.19M +$476K +4,580 +78%
IAS
1008
Insigneo Advisory Services
Florida
$1.18M +$406K +3,901 +60%
AA
1009
Advisory Alpha
Michigan
$1.18M +$622K +5,980 +136%
WPC
1010
Wedmont Private Capital
Pennsylvania
$1.18M +$98.7K +949 +10%
BCM
1011
Barometer Capital Management
Ontario, Canada
$1.18M -$2.43M -23,406 -69%
LTAS
1012
Linden Thomas Advisory Services
North Carolina
$1.18M +$102K +984 +11%
SM
1013
STF Management
Texas
$1.17M -$762K -7,325 -42%
CIM
1014
CIM Investment Management
Pennsylvania
$1.17M +$3.54K +34 +0.3%
CCA
1015
Checchi Capital Advisers
California
$1.16M -$23.1K -222 -2%
SP
1016
Symmetry Partners
Connecticut
$1.16M – – –
MYIA
1017
Mount Yale Investment Advisors
Colorado
$1.15M +$69.8K +671 +7%
SCM
1018
Schnieders Capital Management
California
$1.15M +$140K +1,350 +15%
KCM
1019
Kornitzer Capital Management
Kansas
$1.15M +$393K +3,775 +60%
BHCM
1020
Brevan Howard Capital Management
Jersey
$1.14M +$1.04M +10,000 New
TA
1021
Trivest Advisors
Hong Kong
$1.14M -$81.1M -780,000 -99%
BHIC
1022
Bassett Hargrove Investment Counsel
Delaware
$1.14M – – –
AWA
1023
Arkadios Wealth Advisors
Georgia
$1.14M -$28.4K -273 -3%
CBT
1024
Central Bank & Trust
Kentucky
$1.13M -$37.1K -357 -3%
WE
1025
Wealth Effects
Massachusetts
$1.13M +$260K +2,500 +34%
39 40
41
42 43