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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
626
Wealth Alliance
New York
$726K -$65.2K -690 -7%
MP
627
McDonald Partners
Ohio
$724K +$39.6K +419 +5%
IAA
628
Independent Advisor Alliance
North Carolina
$723K +$121K +1,284 +18%
TC
629
TAGStone Capital
North Carolina
$721K – – –
IFWM
630
Institute for Wealth Management
Colorado
$719K -$64.4K -682 -7%
FSA
631
Financial Sense Advisors
California
$713K +$795K +8,412 New
1WA
632
180 Wealth Advisors
Washington
$710K +$22.7K +240 +3%
PP
633
Prudential plc
United Kingdom
$707K -$10.6K -112 -1%
AWA
634
Arete Wealth Advisors
Illinois
$700K +$23.4K +248 +3%
GT
635
Greenleaf Trust
Michigan
$700K +$6.23K +66 +0.8%
WDC
636
Woodward Diversified Capital
California
$667K -$8.88K -94 -1%
DC
637
Diametric Capital
Massachusetts
$664K +$239K +2,530 +48%
JF
638
Joule Financial
Kentucky
$662K +$13.2K +140 +2%
GC
639
Guggenheim Capital
Illinois
$661K +$72.7K +770 +11%
LOIM
640
Liberty One Investment Management
Illinois
$651K -$124K -1,312 -15%
SC
641
Savant Capital
Illinois
$646K +$117K +1,236 +19%
BBA
642
Baader Bank Aktiengesellschaft
Germany
$644K -$2.99M -31,678 -81%
GEM
643
Global Endowment Management
North Carolina
$642K +$10K +106 +1%
WCM
644
Washington Capital Management
Washington
$636K -$20.8K -220 -3%
GIA
645
Gladstone Institutional Advisory
Florida
$625K -$183K -1,937 -21%
B
646
Birchbrook
Maine
$620K -$170K -1,799 -20%
SI
647
Stephens Inc
Arkansas
$615K +$76K +805 +12%
DA
648
Denali Advisors
California
$608K +$187K +1,980 +38%
FCA
649
Fortis Capital Advisors
Kansas
$607K +$688K +7,288 New
WF
650
WinCap Financial
Massachusetts
$603K +$672K +7,111 New
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26
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