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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1226
WealthSource Partners
California
$848K +$268K +967 +36%
IF
1227
IRON Financial
Illinois
$845K +$21.4K +77 +2%
ATC
1228
Argent Trust Co
Tennessee
$844K +$132K +475 +15%
HPC
1229
HM Payson & Co
Maine
$842K +$639K +2,301 +175%
EPA
1230
Element Pointe Advisors
Florida
$841K +$124K +447 +14%
VIM
1231
Vista Investment Management
Pennsylvania
$841K +$284K +1,024 +40%
DWM
1232
Dakota Wealth Management
Florida
$840K +$1M +3,609 New
MWM
1233
Meridian Wealth Management
Kentucky
$837K +$325K +1,172 +48%
ETC
1234
Exchange Traded Concepts
Oklahoma
$832K -$1.02M -3,659 -51%
PWP
1235
Principle Wealth Partners
Connecticut
$831K +$992K +3,572 New
AAM
1236
Azzad Asset Management
Virginia
$828K +$247K +889 +33%
BFS
1237
Bard Financial Services
Connecticut
$827K +$987K +3,555 New
CAM
1238
Close Asset Management
United Kingdom
$826K +$449K +1,617 +84%
PPG
1239
Peak Planning Group
Colorado
$825K +$124K +445 +14%
LWCFA
1240
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$825K +$14.4K +52 +1%
FTDI
1241
First Trust Direct Indexing
Massachusetts
$820K +$978K +3,523 New
GCP
1242
GSA Capital Partners
United Kingdom
$819K +$262K +945 +37%
CIC
1243
Chase Investment Counsel
Virginia
$818K – – –
ORI
1244
Oak Ridge Investments
Illinois
$818K +$684K +2,465 +235%
DTL
1245
Dynamic Technology Lab
Singapore
$817K +$974K +3,509 New
NP
1246
NS Partners
United Kingdom
$815K +$694K +2,500 +250%
PCP
1247
Proficio Capital Partners
Massachusetts
$815K +$972K +3,500 New
ANB
1248
Amarillo National Bank
Texas
$814K -$20.8K -75 -2%
BS
1249
Bessemer Securities
New York
$813K – – –
IWC
1250
Integrated Wealth Concepts
Massachusetts
$812K +$79.7K +287 +9%
48 49
50
51 52