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Name Holding Trade Value Shares
Change 		Change in
Stake
CF
1101
Centaurus Financial
California
$592K +$349K +5,294 +136%
SB
1102
Simmons Bank
Arkansas
$590K +$102K +1,552 +20%
SWM
1103
SeaCrest Wealth Management
New York
$590K +$128K +1,935 +27%
EHWM
1104
Eads & Heald Wealth Management
Georgia
$589K +$16.5K +250 +3%
IC
1105
Inverness Counsel
New York
$588K -$159K -2,410 -21%
MAM
1106
Martingale Asset Management
Massachusetts
$586K -$1.49M -22,570 -71%
ACS
1107
Archford Capital Strategies
Illinois
$584K +$541K +8,202 +946%
BMC
1108
Benin Management Corp
Connecticut
$583K -$24.7K -375 -4%
CLOS
1109
Compagnie Lombard Odier SCmA
Switzerland
$578K -$107K -1,619 -15%
P
1110
Pitcairn
Pennsylvania
$574K -$40.3K -611 -6%
SFSG
1111
Stearns Financial Services Group
North Carolina
$572K +$3.82K +58 +0.7%
AC
1112
Arjuna Capital
North Carolina
$566K +$580K +8,801 New
MHS
1113
M Holdings Securities
Oregon
$564K +$64.7K +982 +13%
IAA
1114
Independent Advisor Alliance
North Carolina
$561K +$70.5K +1,070 +12%
BA
1115
Bristlecone Advisors
Washington
$559K -$110K -1,669 -16%
AWM
1116
Aries Wealth Management
Maine
$554K -$16.1K -244 -3%
I2I
1117
Insight 2811 Inc
Illinois
$549K -$6.59K -100 -1%
APP
1118
Avantax Planning Partners
Iowa
$549K +$11.7K +177 +2%
SS
1119
Simplicity Solutions
Minnesota
$548K +$61.3K +930 +12%
PCA
1120
Private Capital Advisors
Connecticut
$544K – – –
CSA
1121
Cottage Street Advisors
Massachusetts
$539K -$47.4K -719 -8%
CBU
1122
CIBC Bank USA
Illinois
$539K +$14.5K +220 +3%
IFAM
1123
Institutional & Family Asset Management
Colorado
$536K -$16.9K -256 -3%
ACM
1124
Alethea Capital Management
Washington
$536K +$549K +8,335 New
OWA
1125
One Wealth Advisors
California
$534K +$547K +8,297 New
43 44
45
46 47