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Name Holding Trade Value Shares
Change 		Change in
Stake
TI
626
Tidal Investments
Wisconsin
$691K +$93.5K +1,186 +18%
GSIAS
627
Garden State Investment Advisory Services
New Jersey
$686K +$614K +7,793 New
CW
628
Connectus Wealth
Ohio
$682K -$8.91K -113 -1%
DI
629
DUMAC Inc
North Carolina
$680K – – –
1WA
630
180 Wealth Advisors
Washington
$679K -$46K -583 -9%
SWS
631
SYSTM Wealth Solutions
Illinois
$678K +$607K +7,697 New
FCM
632
Fairholme Capital Management
Florida
$670K -$622K -7,890 -51%
MHC
633
Meyer Handelman Company
New York
$670K -$158K -2,000 -21%
RSWM
634
Robertson Stephens Wealth Management
California
$668K +$187K +2,371 +46%
NG
635
Northstar Group
New York
$664K -$131K -1,667 -18%
RPCONE
636
Retirement Planning Company of New England
Rhode Island
$662K +$45.4K +576 +8%
WAM
637
WealthTrust Asset Management
Florida
$658K +$62.8K +796 +12%
KTC
638
Kistler-Tiffany Companies
Pennsylvania
$658K +$60.4K +766 +11%
BP
639
Ballentine Partners
Massachusetts
$657K +$79 +1 +0%
GT
640
Glenmede Trust
Pennsylvania
$653K -$139K -1,758 -19%
GWM
641
Geneos Wealth Management
Colorado
$643K -$110K -1,391 -16%
PFS
642
Prospera Financial Services
Texas
$642K +$9.7K +123 +2%
RIA
643
Regal Investment Advisors
Michigan
$641K -$94.2K -1,195 -14%
IFWM
644
Institute for Wealth Management
Colorado
$637K +$75.5K +957 +15%
MFG
645
Magnus Financial Group
New York
$636K +$63.6K +807 +13%
LC
646
Lavaca Capital
Texas
$636K – – –
SWM
647
Spire Wealth Management
Virginia
$634K -$45.5K -577 -7%
SAI
648
Systematic Alpha Investments
New Jersey
$625K – – –
AAM
649
Advisors Asset Management
Colorado
$624K -$158K -2,008 -22%
BZWA
650
Blue Zone Wealth Advisors
California
$623K -$12K -152 -2%
24 25
26
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