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Name Holding Trade Value Shares
Change 		Change in
Stake
FPAS
651
Focus Partners Advisor Solutions
Missouri
$317K +$285K +3,630 New
IAA
652
Independent Advisor Alliance
North Carolina
$316K +$13.2K +168 +5%
HWAM
653
Hennion & Walsh Asset Management
New Jersey
$308K -$119K -1,512 -30%
CIC
654
Carnegie Investment Counsel
Ohio
$308K – – –
QPBE
655
Quintet Private Bank (Europe)
Luxembourg
$306K – – –
SC
656
Syon Capital
California
$304K -$115K -1,468 -30%
EFS
657
Essex Financial Services
Connecticut
$303K -$33.7K -430 -11%
AWAU
658
Alliance Wealth Advisors (Utah)
Utah
$300K -$9.88K -126 -4%
SB
659
Simmons Bank
Arkansas
$300K +$17.2K +219 +7%
EP
660
Essential Partners
California
$299K +$268K +3,425 New
GM
661
GeoWealth Management
Illinois
$298K -$17.6K -224 -6%
AA
662
Argent Advisors
Louisiana
$297K +$18.9K +241 +8%
LS
663
Livforsakringsbolaget Skandia
Sweden
$296K – – –
BP
664
Ballentine Partners
Massachusetts
$295K +$265K +3,377 New
MPM
665
MBB Public Markets
Illinois
$294K -$61.7K -787 -19%
KWM
666
Koa Wealth Management
California
$290K – – –
ASN
667
Advisory Services Network
Georgia
$288K +$36.4K +464 +15%
TPA
668
Trivium Point Advisory
Connecticut
$286K -$14K -179 -5%
GWSG
669
GPS Wealth Strategies Group
Colorado
$281K – – –
BWP
670
Baldwin Wealth Partners
Massachusetts
$281K – – –
MCC
671
Malaga Cove Capital
California
$280K -$8.62K -110 -3%
DWT
672
Dorsey & Whitney Trust
South Dakota
$280K +$251K +3,204 New
CPCM
673
Cardinal Point Capital Management
Ontario, Canada
$279K – – –
LI
674
LRI Investments
Florida
$278K +$201K +2,559 +31%
UAML
675
US Asset Management LLC
Pennsylvania
$273K -$314 -4 -0.1%
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