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Name Holding Trade Value Shares
Change 		Change in
Stake
KF
551
Krilogy Financial
Missouri
$850K -$65.5K -4,784 -6%
IIM
552
InTrack Investment Management
Vermont
$848K -$109K -7,945 -9%
VWA
553
Visionary Wealth Advisors
Illinois
$848K +$500K +36,505 +92%
CCMT
554
CMT Capital Markets Trading
Germany
$828K +$677K +49,417 +198%
CCP
555
Corient Capital Partners
California
$823K -$74.6K -5,449 -7%
BL
556
Balentine LLC
Georgia
$822K +$41.5K +3,028 +4%
SW
557
SkyOak Wealth
Michigan
$820K -$657 -48 -0.1%
CFA
558
Capstone Financial Advisors
Illinois
$818K +$119K +8,666 +13%
HCM
559
Hollencrest Capital Management
California
$806K +$110 +8 +0%
MWM
560
Maripau Wealth Management
Indiana
$800K +$4.09K +299 +0.6%
NFG
561
Nations Financial Group
Iowa
$795K -$38K -2,776 -4%
RCAG
562
Rehmann Capital Advisory Group
Michigan
$795K +$16.5K +1,203 +2%
TF
563
TIAA FSB
Florida
$794K -$189K -13,836 -16%
TWM
564
Tradition Wealth Management
Minnesota
$794K -$181K -13,200 -16%
VWM
565
Vigilare Wealth Management
Arizona
$793K -$910K -66,461 -48%
PFS
566
Prospera Financial Services
Texas
$792K -$31.4K -2,293 -3%
RJT
567
Raymond James Trust
Florida
$792K +$96K +7,007 +11%
AP
568
Appleton Partners
Massachusetts
$792K +$527K +38,485 +118%
IB
569
Intrust Bank
Kansas
$790K +$54.4K +3,970 +6%
RFC
570
Regions Financial Corp
Alabama
$787K +$10.2K +747 +1%
FSG
571
Financial Strategies Group
Michigan
$787K +$356K +25,998 +58%
MFS
572
Monetta Financial Services
Illinois
$779K -$1.51M -110,000 -61%
KLCM
573
KG&L Capital Management
Louisiana
$776K -$41.5K -3,027 -4%
GIA
574
Gladstone Institutional Advisory
Florida
$771K -$345K -25,205 -27%
DAS
575
Dynamic Advisor Solutions
Arizona
$771K +$14.3K +1,042 +2%
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