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ATI
ATI

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
551
Formidable Asset Management
Ohio
$344K +$296K +1,746 New
PPW
552
Parcion Private Wealth
Washington
$340K +$33.6K +198 +13%
PA
553
Parallel Advisors
California
$336K -$1.19K -7 -0.4%
MCM
554
Mainstream Capital Management
California
$335K – – –
UCFA
555
United Capital Financial Advisors
Texas
$333K -$17.3K -102 -6%
BPA
556
Beacon Pointe Advisors
California
$331K -$334K -1,972 -54%
APP
557
Avantax Planning Partners
Iowa
$331K – – –
VCM
558
Versant Capital Management
Arizona
$328K -$7.8K -46 -3%
AAS
559
Ameritas Advisory Services
Nebraska
$327K +$281K +1,658 New
PCA
560
Pallas Capital Advisors
Massachusetts
$319K +$274K +1,617 New
GVAG
561
Great Valley Advisor Group
Delaware
$314K +$270K +1,593 New
QL
562
Quarry LP
New York
$310K +$124K +731 +87%
AGM
563
Alpine Global Management
New York
$308K +$265K +1,561 New
FCP
564
Fidelis Capital Partners
Florida
$305K +$11.5K +68 +5%
AF
565
Advisornet Financial
Minnesota
$305K +$42K +248 +19%
FMI
566
F/M Investments
District of Columbia
$304K – – –
SL
567
Sentinus LLC
Illinois
$300K +$15.1K +89 +6%
BBVA
568
Banco Bilbao Vizcaya Argentaria
Spain
$300K -$236K -1,394 -48%
PCS
569
Personal CFO Solutions
New Jersey
$299K +$257K +1,516 New
AG
570
Ascent Group
Virginia
$298K +$257K +1,514 New
AIC
571
Archer Investment Corporation
Indiana
$298K – – –
AA
572
ALPS Advisors
Colorado
$296K +$255K +1,503 New
RGF
573
Retirement Guys Formula
Ohio
$295K -$4.41K -26 -2%
GWP
574
Gateway Wealth Partners
Wisconsin
$294K -$330K -1,947 -57%
MSRI
575
Michael S. Ryan Inc
New York
$293K – – –
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