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Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
651
Arax Advisory Partners
Colorado
$652K +$106K +3,144 +18%
CCM
652
Coldstream Capital Management
Washington
$651K -$8.16K -242 -1%
HWM
653
HB Wealth Management
Georgia
$650K +$59K +1,750 +9%
BP
654
Ballentine Partners
Massachusetts
$644K -$39.3K -1,164 -5%
MC
655
Moors & Cabot
Massachusetts
$642K +$19.2K +568 +3%
WAP
656
Wealthcare Advisory Partners
Pennsylvania
$642K +$49.5K +1,466 +8%
CIA
657
Concurrent Investment Advisors
Florida
$638K +$1.22K +36 +0.2%
GC
658
Gratus Capital
Georgia
$637K +$58K +1,720 +9%
LW
659
Linscomb Wealth
Texas
$633K +$3.71K +110 +0.5%
SCM
660
Semanteon Capital Management
Massachusetts
$633K +$679K +20,132 New
CTC
661
Central Trust Company
Missouri
$630K – – –
EWA
662
Encompass Wealth Advisors
Oregon
$628K – – –
TIA
663
Tandem Investment Advisors
South Carolina
$628K -$1.28K -38 -0.2%
SWM
664
SeaCrest Wealth Management
New York
$618K +$8.57K +254 +1%
AWM
665
Aberdeen Wealth Management
Illinois
$617K -$12.1K -360 -2%
AAIS
666
ABN AMRO Investment Solutions
$617K +$471K +13,954 +246%
LIA
667
LS Investment Advisors
Michigan
$610K – – –
RT
668
Rockland Trust
Massachusetts
$610K +$51.3K +1,522 +9%
FC
669
FORA Capital
Florida
$606K +$651K +19,282 New
ECM
670
Evergreen Capital Management
Washington
$606K +$19.7K +584 +3%
SIA
671
Schechter Investment Advisors
Michigan
$594K +$29.6K +876 +5%
IF
672
IRON Financial
Illinois
$590K +$15.2K +452 +2%
PCM
673
Poehling Capital Management
Wisconsin
$588K – – –
AMG
674
Advisors Management Group
Wisconsin
$588K +$32.5K +962 +5%
MYIA
675
Mount Yale Investment Advisors
Colorado
$584K -$36.8K -1,090 -6%
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