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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
626
Centerpoint Advisors
Massachusetts
$140K – – –
MA
627
MUFG Americas
New York
$138K -$294K -9,986 -67%
ASN
628
Advisory Services Network
Georgia
$136K -$10.3K -350 -7%
ST
629
Smithfield Trust
Pennsylvania
$134K -$15K -510 -10%
SWM
630
SeaCrest Wealth Management
New York
$131K – – –
AOWM
631
Alpha Omega Wealth Management
Virginia
$127K – – –
ARMT
632
Amica Retiree Medical Trust
Rhode Island
$127K – – –
PWM
633
PRW Wealth Management
Massachusetts
$126K +$132K +4,495 New
CIAS
634
Capital Investment Advisory Services
North Carolina
$125K +$131K +4,466 New
QT
635
Quantamental Technologies
New York
$125K +$131K +4,466 New
SFA
636
Semmax Financial Advisors
North Carolina
$124K +$130K +4,406 New
CAM
637
Cresset Asset Management
Illinois
$116K +$122K +4,150 New
MSFP
638
Mark Sheptoff Financial Planning
Connecticut
$112K -$422K -14,337 -78%
WF
639
WealthTrust Fairport
Ohio
$112K -$29.9K -1,016 -20%
SFG
640
SevenBridge Financial Group
Pennsylvania
$111K – – –
APA
641
American Portfolios Advisors
New York
$109K +$23.1K +787 +25%
NPP
642
New Potomac Partners
Maryland
$107K – – –
S
643
SignatureFD
Georgia
$105K -$11.6K -394 -10%
CQS
644
Credential Qtrade Securities
$105K +$382 +13 +0.4%
AAMU
645
Amundi Asset Management US
Massachusetts
$102K +$16.1M +545,970 +18%
WIM
646
Westside Investment Management
California
$101K -$18.2K -620 -15%
JCM
647
Jacobi Capital Management
Pennsylvania
$100K -$104K -3,538 -50%
WTC
648
WhitTier Trust Company
Nevada
$96K +$823 +28 +0.8%
TCA
649
Teewinot Capital Advisers
New York
$93K – – –
VIM
650
Veritas Investment Management
United Kingdom
$92K – – –
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