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Name Holding Trade Value Shares
Change 		Change in
Stake
CC
251
Callan Capital
California
$639K +$157K +3,162 +32%
HWAM
252
Hennion & Walsh Asset Management
New Jersey
$637K -$876K -17,589 -57%
KWM
253
Kingsview Wealth Management
Oregon
$623K -$58.1K -1,166 -8%
DWT
254
Dorsey & Whitney Trust
South Dakota
$612K +$148K +2,973 +31%
ATC
255
Argent Trust Co
Tennessee
$606K +$37.3K +750 +6%
PA
256
Parallel Advisors
California
$605K -$90.6K -1,820 -13%
VAS
257
Vestmark Advisory Solutions
Massachusetts
$604K +$314K +6,313 +103%
AWA
258
Arkadios Wealth Advisors
Georgia
$595K +$15K +301 +3%
WA
259
WealthTrust Axiom
Pennsylvania
$590K -$12.4K -250 -2%
ADMI
260
Albert D. Mason Inc
Massachusetts
$586K +$15.9K +320 +3%
SC
261
Saturna Capital
Washington
$576K – – –
VCM
262
Versant Capital Management
Arizona
$572K +$546K +10,969 +1,330%
DCM
263
Driehaus Capital Management
Illinois
$572K +$412K +8,268 +53%
BB
264
Burford Brothers
Texas
$568K +$88.6K +1,780 +18%
IA
265
Inspire Advisors
Idaho
$564K +$17.9K +360 +3%
AWM
266
Apollon Wealth Management
South Carolina
$562K +$47.5K +955 +9%
NHC
267
Nicholas Hoffman & Company
Georgia
$559K -$3.04K -61 -0.5%
IWC
268
Integrated Wealth Concepts
Massachusetts
$551K -$231K -4,631 -29%
FFS
269
Founders Financial Securities
Maryland
$546K -$9.31K -187 -2%
SWP
270
Sagespring Wealth Partners
Tennessee
$542K +$227K +4,557 +69%
HI
271
Horizon Investments
North Carolina
$540K -$4.68K -94 -0.8%
LI
272
Louisbourg Investments
New Brunswick, Canada
$538K – – –
CAM
273
Cresset Asset Management
Illinois
$529K -$156K -3,142 -22%
AWM
274
Avior Wealth Management
Nebraska
$529K +$279K +5,609 +106%
VF
275
Virtu Financial
New York
$527K -$1.13M -22,687 -68%
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