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Barclays
BCS

Name Holding Trade Value Shares
Change 		Change in
Stake
EC
301
EntryPoint Capital
New York
$325K +$283K +12,772 New
GT
302
Greenleaf Trust
Michigan
$320K +$7.2K +325 +3%
SEEDPG
303
S.E.E.D. Planning Group
New York
$318K – – –
AWP
304
Abacus Wealth Partners
California
$316K +$275K +12,416 New
WPC
305
Wedmont Private Capital
Pennsylvania
$312K +$14.2K +643 +6%
BHPW
306
Beverly Hills Private Wealth
California
$310K -$1.79K -81 -0.7%
AL
307
ARWA LLC
Texas
$308K +$268K +12,100 New
CWG
308
Cornerstone Wealth Group
North Carolina
$307K +$18K +814 +7%
SFC
309
SYM Financial Corp
Indiana
$306K -$2.13K -96 -0.8%
GA
310
Greenspring Advisors
Maryland
$305K +$265K +11,979 New
SCA
311
Snowden Capital Advisors
New York
$304K +$4.1K +185 +2%
DE
312
DV Equities
Illinois
$304K +$264K +11,937 New
KWM
313
Kingsview Wealth Management
Oregon
$303K +$264K +11,897 New
MWM
314
Modera Wealth Management
New Jersey
$295K +$2.75K +124 +1%
AWA
315
Argos Wealth Advisors
California
$295K +$257K +11,598 New
PFA
316
Pure Financial Advisors
California
$293K +$255K +11,521 New
ASN
317
Advisory Services Network
Georgia
$293K +$24.9K +1,126 +11%
FRM
318
Fox Run Management
Connecticut
$288K -$399K -18,013 -61%
TPI
319
Trust Point Inc
Wisconsin
$287K +$250K +11,293 New
AAP
320
Arax Advisory Partners
Colorado
$283K -$1.75M -79,022 -88%
SWM
321
Shrier Wealth Management
California
$280K +$243K +10,984 New
HNB
322
Huntington National Bank
Ohio
$278K -$10.9K -490 -4%
CFG
323
Carter Financial Group
Illinois
$277K -$3.23K -146 -1%
WA
324
Waverly Advisors
Alabama
$277K -$18.6K -838 -7%
WS
325
Wedbush Securities
California
$276K +$240K +10,834 New
11 12
13
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