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GPN

Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
526
North American Management
Massachusetts
$750K – – –
SW
527
SVB Wealth
Massachusetts
$733K -$173 -1 -0%
SFS
528
Sowell Financial Services
Arkansas
$724K +$128K +741 +22%
NAM
529
NorthCoast Asset Management
Connecticut
$717K +$2.94K +17 +0.4%
PA
530
Profund Advisors
Maryland
$716K -$1.21K -7 -0.2%
EWM
531
Empirical Wealth Management
Washington
$712K – – –
CWM
532
Calamos Wealth Management
Illinois
$703K -$136K -785 -17%
FHA
533
First Horizon Advisors
Tennessee
$703K +$37.7K +218 +6%
MYIA
534
Mount Yale Investment Advisors
Colorado
$697K +$19.4K +112 +3%
IA
535
IFG Advisory
Georgia
$687K -$24.1K -139 -3%
HIC
536
Hartline Investment Corp
Illinois
$680K -$7.25M -41,876 -92%
CCP
537
Corient Capital Partners
California
$674K -$51.4K -297 -7%
AWM
538
Altavista Wealth Management
North Carolina
$672K – – –
SFA
539
Souders Financial Advisors
Ohio
$671K +$22.8K +132 +4%
CPC
540
Consolidated Planning Corp
Georgia
$668K -$121K -700 -16%
PHK
541
Point72 Hong Kong
Hong Kong
$665K -$5.6M -32,389 -90%
AIS
542
AM Investment Strategies
Tennessee
$656K – – –
UCFA
543
United Capital Financial Advisors
Texas
$656K +$14.2K +82 +2%
ATC
544
Argent Trust Co
Tennessee
$656K +$189K +1,094 +42%
TFS
545
Thoroughbred Financial Services
Tennessee
$646K +$413K +2,389 +191%
PP
546
Prudential plc
United Kingdom
$633K -$3.12K -18 -0.5%
AIM
547
Anchor Investment Management
South Carolina
$631K – – –
SWP
548
Stratos Wealth Partners
Ohio
$627K +$28K +162 +5%
MCM
549
MAI Capital Management
Ohio
$621K +$2.94K +17 +0.5%
RJT
550
Raymond James Trust
Florida
$620K +$183K +1,055 +43%
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