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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
876
PDS Planning
Ohio
$585K +$96K +199 +21%
ICM
877
Ionic Capital Management
New York
$584K – – –
VC
878
Vestor Capital
Illinois
$583K +$779K +1,614 +1,113%
OL
879
Optas LLC
Texas
$578K +$93.6K +194 +21%
HSA
880
HBK Sorce Advisory
Pennsylvania
$575K +$67.1K +139 +11%
CP
881
Canopy Partners
Ohio
$572K +$18.3K +38 +4%
OL
882
Odyssean LLC
Connecticut
$570K +$207K +429 +63%
IUHSA
883
Itau Unibanco Holding S.A.
Brazil
$570K -$486K -1,007 -48%
RCAG
884
Rehmann Capital Advisory Group
Michigan
$568K -$223K -462 -30%
KCM
885
Kathmere Capital Management
Pennsylvania
$567K -$18.3K -38 -3%
SC
886
Shay Capital
New York
$567K – – –
SW
887
SMART Wealth
Nebraska
$565K +$529K +1,097 New
MAWA
888
Moss Adams Wealth Advisors
Washington
$563K +$33.3K +69 +7%
SIA
889
Soltis Investment Advisors
Utah
$563K +$31.9K +66 +6%
DWM
890
Drive Wealth Management
Utah
$558K +$5.31K +11 +1%
AA
891
Alta Advisers
United Kingdom
$556K – – –
CIA
892
Capital Investment Advisors
Georgia
$550K +$66.6K +138 +15%
GCM
893
Greenland Capital Management
New York
$548K +$513K +1,063 New
NFG
894
Nations Financial Group
Iowa
$546K -$52.1K -108 -9%
PAG
895
Private Advisory Group
Washington
$545K +$26.5K +55 +5%
SC
896
Syon Capital
California
$542K +$256K +530 +102%
AAMG
897
AMG Asset Management Group
Georgia
$536K +$79.2K +164 +19%
VCM
898
Versant Capital Management
Arizona
$535K +$85.4K +177 +21%
HH
899
Hilltop Holdings
Texas
$533K +$500K +1,035 New
LWM
900
Lakeridge Wealth Management
Ohio
$533K +$500K +1,035 New
34 35
36
37 38