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EFX

Name Holding Trade Value Shares
Change 		Change in
Stake
NG
526
Norden Group
Utah
$435K +$173K +687 +68%
WIA
527
World Investment Advisors
California
$434K +$146K +582 +52%
PWG
528
Portside Wealth Group
Utah
$429K +$1.76K +7 +0.4%
BPC
529
Bryce Point Capital
New York
$429K -$434K -1,727 -51%
IIC
530
Ironwood Investment Counsel
Arizona
$425K – – –
PS
531
Principal Securities
Iowa
$421K +$165K +655 +66%
BPA
532
Beacon Pointe Advisors
California
$418K -$231K -918 -36%
FFM
533
Forum Financial Management
Illinois
$418K +$74.6K +297 +22%
HW
534
Hancock Whitney
Mississippi
$418K -$503 -2 -0.1%
BFA
535
Bragg Financial Advisors
North Carolina
$414K -$1.51K -6 -0.4%
EA
536
Everpar Advisors
Oklahoma
$413K -$19.9K -79 -5%
EWA
537
EverSource Wealth Advisors
Alabama
$406K -$37.2K -148 -9%
CL
538
Choreo LLC
Illinois
$402K -$15.3K -61 -4%
SCM
539
SCS Capital Management
Massachusetts
$400K +$77.4K +308 +25%
WA
540
Waverly Advisors
Alabama
$400K +$43.7K +174 +13%
CCM
541
Coldstream Capital Management
Washington
$393K +$28.9K +115 +8%
BMCM
542
Bryn Mawr Capital Management
Pennsylvania
$391K – – –
BWA
543
Burt Wealth Advisors
Maryland
$390K – – –
SFG
544
SNS Financial Group
Minnesota
$389K +$1.26K +5 +0.3%
CIA
545
Concurrent Investment Advisors
Florida
$386K +$26.4K +105 +7%
SFS
546
Sowell Financial Services
Arkansas
$386K +$18.3K +73 +5%
VWMG
547
Virginia Wealth Management Group
Virginia
$385K – – –
WT
548
Washington Trust
Rhode Island
$385K – – –
TRCT
549
Tower Research Capital (TRC)
New York
$381K +$3.27K +13 +0.9%
NA
550
NewEdge Advisors
Louisiana
$376K +$34.2K +136 +10%
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