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Name Holding Trade Value Shares
Change 		Change in
Stake
WFAG
1201
Worth Financial Advisory Group
North Carolina
$1.06M -$6.41K -90 -0.7%
AEPWM
1202
Atlantic Edge Private Wealth Management
Florida
$1.05M +$951K +13,356 New
GIA
1203
Gladstone Institutional Advisory
Florida
$1.05M -$47K -661 -5%
YC
1204
Yarbrough Capital
Tennessee
$1.04M – – –
ECU
1205
Eisler Capital (UK)
United Kingdom
$1.04M +$319K +4,483 +51%
SFG
1206
Sterling Financial Group
California
$1.04M +$3.7K +52 +0.4%
KF
1207
Krilogy Financial
Missouri
$1.04M -$1.58M -22,157 -63%
PHS
1208
Pekin Hardy Strauss
Illinois
$1.04M -$451K -6,335 -32%
DA
1209
Doliver Advisors
Texas
$1.04M -$18.8K -264 -2%
RWM
1210
Ritholtz Wealth Management
New York
$1.04M -$97.7K -1,373 -9%
FFA
1211
Fortune Financial Advisors
Kansas
$1.03M +$20.9K +293 +2%
SFI
1212
SPC Financial Inc
Maryland
$1.02M +$20.8K +292 +2%
USB
1213
Union Savings Bank
Connecticut
$1.02M -$49.1K -690 -5%
SJIM
1214
St. Johns Investment Management
Florida
$1.02M +$37.4K +526 +4%
DTL
1215
Dynamic Technology Lab
Singapore
$1.01M +$915K +12,855 New
SCA
1216
St. Clair Advisors
Ohio
$1.01M +$43.9K +617 +5%
PG
1217
Proffitt & Goodson
Tennessee
$1.01M +$12.7K +178 +1%
VT
1218
Vise Technologies
New York
$1.01M +$73.5K +1,032 +9%
TAM
1219
Tocqueville Asset Management
New York
$1.01M -$49.3K -692 -5%
CD
1220
Chapin Davis
Maryland
$1.01M -$25.3K -355 -3%
TFA
1221
Transamerica Financial Advisors
Florida
$1M -$397K -5,575 -31%
EFM
1222
Eley Financial Management
Vermont
$998K +$13.7K +192 +2%
9WM
1223
9258 Wealth Management
Ohio
$995K -$30.7K -431 -3%
KCM
1224
Kendall Capital Management
Maryland
$991K -$28.1K -395 -3%
CL
1225
CSS LLC
Illinois
$987K – – –
47 48
49
50 51