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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
501
Endurance Wealth Management
Rhode Island
$90K – – –
VCM
502
Versant Capital Management
Arizona
$81K -$17.9K -25 -17%
SWM
503
SeaCrest Wealth Management
New York
$80K – – –
IA
504
IFP Advisors
Florida
$69K – – –
TSW
505
Thompson Siegel & Walmsley
Virginia
$65K – – –
PFSC
506
Peoples Financial Services Corp
Pennsylvania
$65K +$35.8K +50 +100%
PA
507
Parallel Advisors
California
$60K -$1.43K -2 -2%
EMG
508
ETF Managers Group
New Jersey
$59K +$8.59K +12 +14%
CT
509
CPF Texas
Texas
$55K – – –
WAM
510
Wealthspire Advisors (Maryland)
Maryland
$51K -$16.5K -23 -23%
CTC
511
Central Trust Company
Missouri
$50K – – –
FANJ
512
Financial Architects (New Jersey)
New Jersey
$47K +$4.29K +6 +9%
CIP
513
Convergence Investment Partners
Florida
$45K +$49.4K +69 New
GLI
514
Guardian Life Insurance
New York
$41K -$19.3K -27 -30%
QCG
515
Quadrant Capital Group
Ohio
$38K +$716 +1 +2%
GWS
516
Glassman Wealth Services
Virginia
$37K +$1.43K +2 +4%
HFP
517
Holistic Financial Partners
Indiana
$36K -$7.16K -10 -15%
FIB
518
First Interstate Bank
Montana
$36K – – –
SPIA
519
Steward Partners Investment Advisory
New York
$33K +$9.31K +13 +33%
OIA
520
OneDigital Investment Advisors
Kansas
$33K +$17.9K +25 +96%
CBOA
521
Commonwealth Bank of Australia
Australia
$33K +$28.6K +40 +267%
BCP
522
Blackhawk Capital Partners
Wisconsin
$32K -$21.5K -30 -38%
BWP
523
Baldwin Wealth Partners
Massachusetts
$32K – – –
CBT
524
Capital Bank & Trust
California
$31K – – –
PCP
525
Proficio Capital Partners
Massachusetts
$28K -$1.43K -2 -4%
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