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Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
676
Integrated Wealth Concepts
Massachusetts
$335K +$412K +2,232 New
IAA
677
Independent Advisor Alliance
North Carolina
$334K -$54.7K -296 -12%
IFWM
678
Institute for Wealth Management
Colorado
$331K +$407K +2,204 New
EAM
679
Erste Asset Management
Austria
$330K – – –
AWE
680
Avidian Wealth Enterprises
Texas
$330K -$89.4K -484 -18%
DCA
681
DSG Capital Advisors
Minnesota
$329K -$337K -1,823 -45%
AFT
682
Alpha Family Trust
California
$320K -$86.8K -470 -18%
PFM
683
Patton Fund Management
Texas
$318K +$210K +1,135 +116%
OCBCO
684
Oversea-Chinese Banking Corp (OCBC)
Singapore
$317K -$200K -1,083 -34%
BCV
685
Banque Cantonale Vaudoise
Switzerland
$313K +$385K +2,084 New
MA
686
Mutual Advisors
Nebraska
$312K -$53.6K -290 -12%
OC
687
Oppenheimer & Co
New York
$312K +$385K +2,081 New
TWC
688
TD Waterhouse Canada
Ontario, Canada
$312K +$186K +1,005 +94%
MYIA
689
Mount Yale Investment Advisors
Colorado
$311K -$36.6K -198 -9%
CA
690
Commerzbank Aktiengesellschaft
Germany
$308K -$20.3K -110 -5%
AWM
691
AE Wealth Management
Kansas
$303K +$49.9K +270 +15%
PCA
692
Pallas Capital Advisors
Massachusetts
$301K -$902K -4,881 -71%
RWM
693
Riverchase Wealth Management
Texas
$300K – – –
CT
694
ClearAlpha Technologies
Connecticut
$300K +$369K +1,997 New
TCM
695
Tuttle Capital Management
Connecticut
$298K +$366K +1,982 New
HFS
696
Hantz Financial Services
Michigan
$289K +$200K +1,081 +128%
LAM
697
L2 Asset Management
Massachusetts
$288K +$27.7K +150 +8%
LAM
698
LECAP Asset Management
United Kingdom
$286K +$352K +1,905 New
KCP
699
Kera Capital Partners
California
$277K -$145K -784 -30%
VCM
700
Virtue Capital Management
Tennessee
$276K +$71K +384 +26%
26 27
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29 30