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Name Holding Trade Value Shares
Change 		Change in
Stake
WI
901
WBI Investments
New Jersey
$523K -$27K -56 -5%
EAM
902
Empirical Asset Management
Massachusetts
$519K -$309K -640 -39%
CCS
903
Concentric Capital Strategies
Connecticut
$519K +$48.3K +100 +11%
BCFD
904
Boit C.F. David
$515K – – –
ISWM
905
Intesa Sanpaolo Wealth Management
$515K +$483K +1,000 New
CFP
906
Catalyst Financial Partners
Massachusetts
$514K +$120K +249 +33%
HCA
907
Heck Capital Advisors
Wisconsin
$513K -$22.7K -47 -5%
CA
908
Crewe Advisors
Utah
$509K +$37.6K +78 +9%
BW
909
BIP Wealth
Georgia
$502K +$471K +975 New
QWM
910
Quadcap Wealth Management
Texas
$501K -$32.8K -68 -7%
MWPCG
911
Measured Wealth Private Client Group
New Hampshire
$501K -$27.5K -57 -6%
KIA
912
Knollwood Investment Advisory
Maryland
$501K – – –
MFF
913
Michels Family Financial
Texas
$501K +$67.1K +139 +17%
SH
914
SLT Holdings
Arizona
$500K +$118K +245 +34%
GWM
915
GK Wealth Management
Nevada
$499K +$468K +969 New
MA
916
Mutual Advisors
Nebraska
$496K -$941K -1,950 -67%
GIA
917
Gladstone Institutional Advisory
Florida
$490K -$338K -700 -42%
RG
918
Rathbones Group
United Kingdom
$489K +$119K +247 +35%
FPAS
919
Focus Partners Advisor Solutions
Missouri
$484K -$322K -667 -42%
CMBA
920
C.M. Bidwell & Associates
Hawaii
$483K +$57.9K +120 +15%
NWAG
921
Net Worth Advisory Group
Utah
$482K -$33.3K -69 -7%
SCS
922
Sound Capital Solutions
Florida
$480K +$450K +932 New
CCA
923
Checchi Capital Advisers
California
$479K +$448K +929 New
AWM
924
Angeles Wealth Management
California
$477K +$35.7K +74 +9%
AHL
925
Abel Hall LLC
Louisiana
$471K +$153K +316 +53%
35 36
37
38 39