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Name Holding Trade Value Shares
Change 		Change in
Stake
TPA
676
Trivium Point Advisory
Connecticut
$236K +$16.3K +200 +6%
IAA
677
Independent Advisor Alliance
North Carolina
$236K +$26.1K +320 +10%
PCS
678
Personal CFO Solutions
New Jersey
$235K +$19.1K +234 +7%
SWP
679
Stratos Wealth Partners
Ohio
$234K +$69K +845 +33%
LS
680
Livforsakringsbolaget Skandia
Sweden
$231K – – –
IWC
681
Integrated Wealth Concepts
Massachusetts
$227K +$16K +196 +6%
KWM
682
Koa Wealth Management
California
$227K -$22.4K -275 -8%
MCC
683
Malaga Cove Capital
California
$227K -$653 -8 -0.2%
MAS
684
Meeder Advisory Services
Ohio
$224K -$69.2K -848 -21%
P8IP
685
Pier 88 Investment Partners
California
$223K -$256K -3,140 -49%
PIA
686
Perennial Investment Advisors
California
$222K +$3.35K +41 +1%
AWM
687
Angeles Wealth Management
California
$222K +$9.06K +111 +4%
GWSG
688
GPS Wealth Strategies Group
Colorado
$220K +$133K +1,635 +103%
SB
689
Simmons Bank
Arkansas
$220K -$66.5K -815 -20%
BWP
690
Baldwin Wealth Partners
Massachusetts
$220K -$5.71K -70 -2%
SFGP
691
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$220K +$237K +2,909 +944%
BBHC
692
Brown Brothers Harriman & Co
New York
$219K – – –
CPCM
693
Cardinal Point Capital Management
Ontario, Canada
$219K – – –
CIC
694
Carnegie Investment Counsel
Ohio
$218K – – –
PP
695
Paloma Partners
Connecticut
$216K +$258K +3,164 New
GJIA
696
Glass Jacobson Investment Advisors
Maryland
$216K – – –
AA
697
Argent Advisors
Louisiana
$216K – – –
UAML
698
US Asset Management LLC
Pennsylvania
$214K -$1.06K -13 -0.4%
WPC
699
Wedmont Private Capital
Pennsylvania
$214K +$264K +3,231 New
GIA
700
Gateway Investment Advisers
Ohio
$212K +$31K +380 +14%
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