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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
701
Wealthspire Advisors (Maryland)
Maryland
$405K -$133K -3,907 -25%
SCI
702
Stableford Capital II
Arizona
$404K -$57.8K -1,701 -13%
VFA
703
Voya Financial Advisors
Connecticut
$396K -$41.1K -1,210 -10%
HAG
704
HighPoint Advisor Group
Illinois
$395K – – –
FANJ
705
Financial Architects (New Jersey)
New Jersey
$392K +$3.67K +108 +1%
RI
706
Ridgewood Investments
New Jersey
$385K – – –
JAFL
707
Jay A. Fishman Ltd
Michigan
$384K – – –
CCA
708
Checchi Capital Advisers
California
$383K -$50.5K -1,487 -12%
WPC
709
Waters Parkerson & Co
Louisiana
$381K +$25.5K +750 +7%
FLI
710
Family Legacy Inc
South Carolina
$379K +$102 +3 +0%
MFW
711
Mosaic Family Wealth
Missouri
$378K +$27.2K +800 +8%
VC
712
Vicus Capital
Pennsylvania
$378K +$368K +10,829 New
CP
713
Camelot Portfolios
Ohio
$366K -$96.8K -2,852 -21%
HAM
714
Highstreet Asset Management
Ontario, Canada
$366K +$356K +10,470 New
NA
715
NewEdge Advisors
Louisiana
$364K +$351K +10,343 New
SCM
716
Shelton Capital Management
Colorado
$355K – – –
SCM
717
SOL Capital Management
Maryland
$353K +$35.7K +1,050 +12%
CWM
718
Cornerstone Wealth Management
Missouri
$351K -$248K -7,300 -42%
FB
719
Fulton Bank
Pennsylvania
$349K +$10.2K +299 +3%
CWM
720
Circle Wealth Management
New Jersey
$341K +$331K +9,751 New
AIM
721
Anchor Investment Management
South Carolina
$339K -$6.55K -193 -2%
GXMC
722
Global X Management Company
New York
$337K +$61.3K +1,805 +23%
EFS
723
Essex Financial Services
Connecticut
$336K +$117K +3,450 +56%
QI
724
Quotient Investors
New York
$328K -$13.6K -400 -4%
AWM
725
Avior Wealth Management
Nebraska
$327K -$45.3K -1,335 -12%
27 28
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