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GM

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
876
Spearhead Capital Advisors
Florida
$332K +$307K +5,777 New
SS
877
Simplicity Solutions
Minnesota
$329K -$14.9K -281 -5%
CL
878
CSS LLC
Illinois
$328K – – –
AFP
879
Ausdal Financial Partners
Iowa
$328K +$303K +5,709 New
IA
880
IFP Advisors
Florida
$327K -$12.9K -243 -4%
HCM
881
HM Capital Management
Missouri
$327K – – –
VFA
882
Voya Financial Advisors
Connecticut
$325K +$295K +5,552 New
SC
883
Steph & Co
Wisconsin
$322K -$113K -2,132 -28%
SMH
884
Sanders Morris Harris
Texas
$321K +$297K +5,590 New
ACM
885
Aljian Capital Management
Nevada
$320K +$797 +15 +0.3%
BAS
886
Brown Advisory Securities
Maryland
$320K +$8.92K +168 +3%
HSA
887
HBK Sorce Advisory
Pennsylvania
$320K +$296K +5,576 New
SF
888
Symphony Financial
Texas
$319K +$274K +5,155 New
JFGIW
889
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$318K +$283K +5,324 +2,584%
CANY
890
Caxton Associates (New York)
New York
$316K +$292K +5,500 New
SWM
891
Sculati Wealth Management
Michigan
$311K +$288K +5,420 New
CBFP
892
Cedar Brook Financial Partners
Ohio
$307K -$74.8K -1,409 -21%
AOWM
893
Alpha Omega Wealth Management
Virginia
$306K – – –
TI
894
Tidal Investments
Wisconsin
$306K +$283K +5,320 New
TCWM
895
Total Clarity Wealth Management
Illinois
$305K -$743 -14 -0.3%
SAM
896
SignalPoint Asset Management
Missouri
$305K +$53 +1 +0%
BMC
897
Beaton Management Company
Massachusetts
$304K – – –
FNBT
898
FineMark National Bank & Trust
Florida
$304K +$281K +5,283 New
4WM
899
4J Wealth Management
Virginia
$303K +$280K +5,273 New
NPPM
900
North Point Portfolio Managers
Ohio
$302K – – –
34 35
36
37 38