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Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
526
Stratos Wealth Partners
Ohio
$726K +$149K +1,360 +32%
NFC
527
Northeast Financial Consultants
Connecticut
$722K – – –
IA
528
Integrity Advisory
Kansas
$719K +$615K +5,624 New
V
529
Veritable
Delaware
$711K +$30.6K +280 +5%
EFM
530
E Fund Management
China
$705K +$15.8K +144 +3%
PIA
531
Perennial Investment Advisors
California
$702K -$20.6K -188 -3%
SWM
532
Spire Wealth Management
Virginia
$701K -$18.4K -168 -3%
ECM
533
Element Capital Management
New York
$694K +$594K +5,428 New
RWB
534
RMR Wealth Builders
New Jersey
$689K +$589K +5,384 New
BIM
535
Bullseye Investment Management
Ohio
$680K -$10.9K -100 -2%
APA
536
American Portfolios Advisors
New York
$671K -$263K -2,408 -31%
AI
537
Accredited Investors
Minnesota
$641K +$1.75K +16 +0.3%
CF
538
Centaurus Financial
California
$632K +$28K +256 +5%
ACM
539
AlphaCrest Capital Management
New York
$629K -$3.66M -33,468 -87%
CIC
540
Carnegie Investment Counsel
Ohio
$626K -$38.9K -356 -7%
IWC
541
Integrated Wealth Concepts
Massachusetts
$619K -$547K -5,000 -51%
CIP
542
Chartwell Investment Partners
Pennsylvania
$618K – – –
IIM
543
Intact Investment Management
Quebec, Canada
$614K +$525K +4,800 New
PIMJS
544
PKO Investment Management Joint-Stock
Poland
$614K +$525K +4,800 New
EA
545
Emerald Advisers
Pennsylvania
$611K -$10.1K -92 -2%
SAM
546
Simplify Asset Management
Nevada
$608K -$9.63K -88 -2%
TMAM
547
Tokio Marine Asset Management
Japan
$606K +$56.9K +520 +12%
PCA
548
Pallas Capital Advisors
Massachusetts
$605K -$135K -1,232 -20%
AWA
549
Alta Wealth Advisors
Massachusetts
$603K -$6.56K -60 -1%
T
550
TOBAM
France
$598K -$271K -2,480 -35%
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