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Name Holding Trade Value Shares
Change 		Change in
Stake
EI
926
Ethic Inc
New York
$254K -$55.9K -558 -18%
AWM
927
Alterna Wealth Management
Texas
$249K – – –
EWA
928
EverSource Wealth Advisors
Alabama
$249K +$81.6K +815 +50%
DAS
929
Dynamic Advisor Solutions
Arizona
$249K -$24.7K -247 -9%
MMPW
930
Mitchell McLeod Pugh & Williams
Alabama
$248K +$5.91K +59 +2%
FCI
931
Financial Counselors Inc
Kansas
$247K +$243K +2,421 New
DT
932
Diversified Trust
Tennessee
$247K – – –
OWP
933
Obermeyer Wealth Partners
Colorado
$245K +$233K +2,324 New
IF
934
IRON Financial
Illinois
$245K +$240K +2,398 New
HH
935
Hilltop Holdings
Texas
$244K +$8.11K +81 +4%
UCFA
936
United Capital Financial Advisors
Texas
$244K +$239K +2,384 New
ACA
937
Aptus Capital Advisors
Alabama
$242K +$238K +2,371 New
GDP
938
Great Diamond Partners
Maine
$241K -$7.91K -79 -3%
PIA
939
Perennial Investment Advisors
California
$240K +$235K +2,351 New
LC
940
Lindbrook Capital
California
$240K -$125K -1,247 -35%
CPA
941
Cardiff Park Advisors
California
$240K – – –
CA
942
Claro Advisors
Massachusetts
$239K +$235K +2,343 New
JCM
943
Jacobi Capital Management
Pennsylvania
$238K -$74.3K -742 -24%
VWM
944
Venturi Wealth Management
Texas
$237K -$20.7K -207 -8%
HC
945
Henshaw Capital
Massachusetts
$236K +$231K +2,308 New
CF
946
Centaurus Financial
California
$234K +$5.11K +51 +2%
MWM
947
Meridian Wealth Management
Kentucky
$233K +$229K +2,283 New
CPIG
948
Chicago Partners Investment Group
Illinois
$233K +$39.4K +393 +17%
FWM
949
Focused Wealth Management
New York
$233K +$52.3K +522 +30%
SAM
950
Sycomore Asset Management
France
$233K +$90.2K +900 +50%
36 37
38
39 40