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Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
826
V Wealth Advisors
Kansas
$411K +$90.4K +1,703 +31%
KA
827
Kovack Advisors
Florida
$411K +$380K +7,155 New
IIM
828
InTrack Investment Management
Vermont
$408K +$112K +2,100 +42%
ESCM
829
Echo Street Capital Management
New York
$403K -$1.73M -32,620 -82%
AF
830
Advisornet Financial
Minnesota
$403K +$36.1K +680 +11%
WP
831
WealthPLAN Partners
Nebraska
$403K +$87.8K +1,653 +29%
BIC
832
Beach Investment Counsel
Pennsylvania
$402K +$372K +7,000 New
TP
833
Tranquility Partners
Tennessee
$398K +$368K +6,925 New
PCP
834
Proficio Capital Partners
Massachusetts
$397K +$367K +6,917 New
ECM
835
Empirical Capital Management
Tennessee
$391K +$361K +6,800 New
IC
836
Intersect Capital
California
$385K +$356K +6,697 New
NFC
837
Northeast Financial Consultants
Connecticut
$383K +$4.78K +90 +1%
AC
838
Abbrea Capital
California
$382K +$69.8K +1,315 +25%
HIA
839
Harbor Investment Advisory
Maryland
$382K +$282K +5,303 +396%
TFCP
840
Twin Focus Capital Partners
Massachusetts
$380K – – –
LNB
841
Ledyard National Bank
$380K +$20.4K +385 +6%
CCM
842
Coldstream Capital Management
Washington
$380K +$42.5K +801 +14%
FMT
843
First Mercantile Trust
Tennessee
$380K +$168K +3,163 +92%
OPS
844
Orion Portfolio Solutions
Nebraska
$379K -$8.13K -153 -2%
JGUA
845
John G. Ullman & Associates
New York
$376K -$26.6K -500 -7%
CBN
846
Cadence Bank NA
Texas
$375K -$38.9K -732 -10%
GWM
847
Greenhouse Wealth Management
Connecticut
$373K – – –
DWT
848
Dorsey & Whitney Trust
South Dakota
$370K – – –
GWM
849
GSB Wealth Management
Connecticut
$370K +$342K +6,435 New
CA
850
Claro Advisors
Massachusetts
$368K +$64.6K +1,216 +23%
32 33
34
35 36