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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
976
Arkadios Wealth Advisors
Georgia
$1.83M +$2.18M +7,869 New
CWM
977
Cornerstone Wealth Management
Missouri
$1.83M +$216K +779 +11%
AIC
978
Ayalon Insurance Company
Israel
$1.82M -$243K -876 -10%
PI
979
Parkside Investments
Illinois
$1.82M -$7.22K -26 -0.3%
PSUF
980
People's United Financial
Connecticut
$1.81M -$156K -562 -7%
WMP
981
Wealth Management Partners
Arizona
$1.8M +$1.88M +6,784 New
DA
982
Doliver Advisors
Texas
$1.8M -$767K -2,764 -26%
DI
983
DUMAC Inc
North Carolina
$1.8M +$2.14M +7,717 New
RIA
984
Realta Investment Advisors
Delaware
$1.79M +$556K +2,004 +35%
PHS
985
Pekin Hardy Strauss
Illinois
$1.79M +$80K +288 +4%
PTC
986
Philadelphia Trust Company
Pennsylvania
$1.79M +$2.13M +7,677 New
IFWM
987
Institute for Wealth Management
Colorado
$1.77M +$631K +2,272 +43%
MAFM
988
Mid Atlantic Financial Management
Pennsylvania
$1.77M +$349K +1,256 +20%
EWA
989
Exencial Wealth Advisors
Oklahoma
$1.76M +$114K +412 +6%
SDWIA
990
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.76M – – –
BA
991
Bristlecone Advisors
Washington
$1.75M +$3.61K +13 +0.2%
SC
992
Sovarnum Capital
New York
$1.75M +$2.08M +7,500 New
S
993
Seeyond
France
$1.74M -$4.01M -14,453 -66%
WGCA
994
Wolf Group Capital Advisors
Virginia
$1.73M +$8.33K +30 +0.4%
SPFA
995
Summit Place Financial Advisors
New Jersey
$1.73M +$236K +850 +13%
LWAC
996
Laurel Wealth Advisors (California)
California
$1.73M +$1.4M +5,032 +209%
FIM
997
Fernwood Investment Management
Massachusetts
$1.73M -$286K -1,030 -12%
SFP
998
Shepherd Financial Partners
Massachusetts
$1.73M +$65.5K +236 +3%
KM
999
Kalos Management
Georgia
$1.73M -$383K -1,381 -18%
VAS
1000
Vestmark Advisory Solutions
Massachusetts
$1.73M -$141K -508 -6%
38 39
40
41 42