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Name Holding Trade Value Shares
Change 		Change in
Stake
QPWM
1351
Quadrant Private Wealth Management
Pennsylvania
$376K – – –
DWT
1352
Dorsey & Whitney Trust
South Dakota
$372K +$39.8K +212 +14%
SCG
1353
Sonata Capital Group
Washington
$372K +$329K +1,754 New
AA
1354
Alesco Advisors
New York
$372K +$329K +1,755 New
OFW
1355
Omnia Family Wealth
Florida
$369K +$326K +1,739 New
CFA
1356
Capstone Financial Advisors
Illinois
$368K – – –
NGA
1357
Naples Global Advisors
Florida
$368K +$20.1K +107 +7%
CRC
1358
Curi RMB Capital
Illinois
$367K +$77.9K +415 +32%
AC
1359
Avestar Capital
New York
$365K +$28.1K +150 +10%
DAS
1360
Dynamic Advisor Solutions
Arizona
$364K -$12.4K -66 -4%
CWS
1361
Cypress Wealth Services
California
$361K -$20.6K -110 -6%
GFS
1362
GYL Financial Synergies
Connecticut
$360K – – –
BOTW
1363
Bank of the West
California
$360K +$57.4K +306 +22%
CI
1364
Clal Insurance
Israel
$356K -$52.6M -280,492 -79%
EWM
1365
Edge Wealth Management
New York
$355K -$46.3K -247 -13%
JFA
1366
JNBA Financial Advisors
Minnesota
$355K +$28.3K +151 +10%
ABC
1367
Associated Banc-Corp
Wisconsin
$354K +$313K +1,668 New
SIAP
1368
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$351K +$9.57K +51 +3%
PWAP
1369
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$350K -$56.3K -300 -15%
PV
1370
Private Vista
Illinois
$350K +$1.31K +7 +0.4%
GEA
1371
Glen Eagle Advisors
New Jersey
$349K +$50.8K +271 +20%
WAG
1372
Winthrop Advisory Group
Massachusetts
$349K +$8.63K +46 +3%
IIC
1373
Ironwood Investment Counsel
Arizona
$348K +$26.3K +140 +9%
AIP
1374
Ahrens Investment Partners
Louisiana
$347K -$18.8K -100 -6%
TPWA
1375
TRUE Private Wealth Advisors
Oregon
$347K +$31.9K +170 +12%
53 54
55
56 57