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Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
1401
Aft Forsyth & Sober
Florida
$1.38M +$1.28M +13,150 New
S
1402
SignatureFD
Georgia
$1.37M +$450K +4,611 +54%
IIC
1403
Ironwood Investment Counsel
Arizona
$1.37M -$139K -1,425 -10%
NIM
1404
Nexus Investment Management
Ontario, Canada
$1.37M – – –
BRWM
1405
B. Riley Wealth Management
Tennessee
$1.37M – – –
CAG
1406
Csenge Advisory Group
Florida
$1.36M +$30.4K +311 +2%
CWA
1407
Clearview Wealth Advisors
Oregon
$1.36M +$55.5K +568 +5%
ATWA
1408
Arbor Trust Wealth Advisors
Michigan
$1.36M +$18.6K +190 +1%
B
1409
Bellecapital
Switzerland
$1.36M +$201K +2,058 +19%
CAC
1410
Certified Advisory Corp
Florida
$1.36M +$1.26M +12,950 New
PWMG
1411
Prestige Wealth Management Group
New Jersey
$1.35M +$1.17M +12,006 +1,298%
OPS
1412
Orion Portfolio Solutions
Nebraska
$1.35M -$20.5K -210 -2%
SW
1413
SlateStone Wealth
Florida
$1.35M -$73.2K -750 -6%
PWA
1414
Providence Wealth Advisors
Illinois
$1.34M +$73.7K +755 +6%
CA
1415
Capital Advantage
California
$1.34M +$98 +1 +0%
WMP
1416
Wealth Management Partners
Arizona
$1.34M -$22.9K -235 -2%
CA
1417
Calton & Associates
Florida
$1.34M +$50.1K +513 +4%
SWM
1418
Segment Wealth Management
Texas
$1.33M -$282K -2,890 -18%
WMSA
1419
Weiss Multi-Strategy Advisers
New York
$1.33M +$1.24M +12,727 New
APWA
1420
Atlas Private Wealth Advisors
New Jersey
$1.33M +$95.4K +977 +8%
4WM
1421
44 Wealth Management
Oregon
$1.32M -$98.2K -1,006 -7%
HIM
1422
Harbour Investment Management
Washington
$1.32M +$68.4K +700 +6%
PG
1423
Pendal Group
Australia
$1.32M +$1.23M +12,600 New
PCWA
1424
Pacific Capital Wealth Advisors
California
$1.31M +$15K +154 +1%
DA
1425
DCM Advisors
New York
$1.31M -$1.69M -17,315 -58%
55 56
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