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Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
826
Baker Tilly Wealth Management
Wisconsin
$936K +$30.9K +471 +4%
LI
827
LRI Investments
Florida
$935K -$39K -595 -4%
ECM
828
Eisler Capital Management
United Kingdom
$919K -$1.53M -23,369 -64%
MA
829
Mutual Advisors
Nebraska
$917K +$105K +1,604 +12%
PL
830
Perpetual Ltd
Australia
$917K – – –
FF
831
Friedenthal Financial
New Jersey
$917K +$871K +13,288 New
VCS
832
Vaughan & Co Securities
New Jersey
$915K – – –
LCM
833
Logan Capital Management
Pennsylvania
$915K -$428K -6,524 -33%
MMG
834
Monetary Management Group
Missouri
$914K – – –
SAG
835
SageView Advisory Group
California
$910K +$93.4K +1,424 +10%
USCWA
836
U.S. Capital Wealth Advisors
Texas
$907K +$26.2K +400 +3%
TCA
837
Transcend Capital Advisors
New Jersey
$907K -$409K -6,240 -32%
WAM
838
Weatherly Asset Management
California
$906K +$328 +5 +0%
BLC
839
Brown, Lisle/Cummings
Rhode Island
$902K -$52.1K -795 -6%
VWA
840
Visionary Wealth Advisors
Illinois
$900K +$219K +3,345 +35%
EWA
841
EverSource Wealth Advisors
Alabama
$899K -$202K -3,078 -19%
TA
842
Tectonic Advisors
Texas
$896K -$111K -1,693 -12%
KIM
843
Kestra Investment Management
Texas
$894K +$61.3K +935 +8%
AAIS
844
ABN AMRO Investment Solutions
$890K – – –
NAS
845
Nicolet Advisory Services
Wisconsin
$884K +$119K +1,816 +15%
RWB
846
RMR Wealth Builders
New Jersey
$883K -$19K -290 -2%
SFG
847
SNS Financial Group
Minnesota
$882K +$20.4K +311 +2%
UB
848
UMB Bank
Missouri
$877K -$46.2K -705 -5%
PMG
849
ProVise Management Group
Florida
$876K -$9.84K -150 -1%
BAM
850
Byrne Asset Management
New Jersey
$874K -$59.7K -910 -7%
32 33
34
35 36