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Name Holding Trade Value Shares
Change 		Change in
Stake
CWMK
751
Caliber Wealth Management (Kansas)
Kansas
$2.03M +$1.69M +20,604 New
GWM
752
Greenwich Wealth Management
Connecticut
$2.03M +$654 +8 +0%
JWCA
753
J.W. Cole Advisors
Florida
$2.02M +$965K +11,801 +136%
RWP
754
RWA Wealth Partners
Massachusetts
$2.02M +$30.3K +371 +2%
WA
755
Wasatch Advisors
Utah
$2.01M -$101K -1,231 -6%
GLAM
756
Gardner Lewis Asset Management
Pennsylvania
$1.98M -$368K -4,500 -18%
PGAM
757
Princeton Global Asset Management
New Jersey
$1.98M -$141K -1,727 -8%
CM
758
Caption Management
Oklahoma
$1.98M +$981K +12,000 +150%
JSSH
759
J. Safra Sarasin Holding
$1.97M -$1.22M -14,965 -43%
HAIM
760
Hunter Associates Investment Management
Pennsylvania
$1.97M +$52.6K +643 +3%
FA
761
Fiduciary Alliance
South Carolina
$1.96M +$670K +8,196 +71%
SWP
762
Sagespring Wealth Partners
Tennessee
$1.93M +$459K +5,612 +40%
NG
763
Novem Group
New York
$1.92M -$365K -4,464 -19%
BMC
764
Benin Management Corp
Connecticut
$1.92M – – –
ACA
765
Aptus Capital Advisors
Alabama
$1.9M -$2.54K -31 -0.2%
QC
766
Quantessence Capital
New York
$1.9M +$1.58M +19,271 New
MFG
767
Monte Financial Group
Connecticut
$1.89M -$21.4K -262 -1%
NRW
768
Nova R Wealth
Kansas
$1.89M -$2.86K -35 -0.2%
HS
769
HighVista Strategies
Massachusetts
$1.88M -$319K -3,900 -17%
SC
770
Scotia Capital
Ontario, Canada
$1.87M +$525K +6,415 +51%
SC
771
Syon Capital
California
$1.87M +$164K +2,007 +12%
GWM
772
GSB Wealth Management
Connecticut
$1.86M -$200K -2,450 -12%
CIA
773
Concurrent Investment Advisors
Florida
$1.83M +$82.7K +1,011 +6%
MWM
774
Modern Wealth Management
Kansas
$1.82M +$38.4K +469 +3%
FPAS
775
Focus Partners Advisor Solutions
Missouri
$1.81M +$263K +3,217 +21%
29 30
31
32 33