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Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
801
Kingsview Wealth Management
Oregon
$2.15M -$64.7K -147 -3%
FFS
802
Founders Financial Securities
Maryland
$2.15M +$91.5K +208 +4%
DAS
803
Dynamic Advisor Solutions
Arizona
$2.14M +$135K +306 +7%
MG
804
Mather Group
Illinois
$2.14M +$263K +597 +15%
JSC
805
J. Stern & Co
United Kingdom
$2.14M -$1.47M -3,350 -41%
TSMHT
806
Thurston Springer Miller Herd & Titak
Indiana
$2.14M +$2.14M +4,867 New
ST
807
Smithfield Trust
Pennsylvania
$2.13M -$11.4K -26 -0.5%
GI
808
GAMMA Investing
California
$2.09M +$776K +1,763 +59%
MNBTD
809
Moody National Bank Trust Division
Texas
$2.06M +$21.6K +49 +1%
SAG
810
SageView Advisory Group
California
$2.05M +$2.06M +4,680 New
TSS
811
Two Sigma Securities
New York
$2.05M -$706K -1,605 -26%
VFA
812
Valeo Financial Advisors
Indiana
$2.03M +$165K +374 +9%
CIA
813
Concurrent Investment Advisors
Florida
$2.03M +$1.2M +2,719 +143%
FIA
814
Foundations Investment Advisors
Arizona
$2.03M +$14.5K +33 +0.7%
TC
815
Trium Capital
United Kingdom
$2.02M +$457K +1,039 +29%
AF
816
Alerus Financial
North Dakota
$2.01M -$21.1K -48 -1%
VWM
817
Venturi Wealth Management
Texas
$2M +$158K +359 +9%
VC
818
Vestor Capital
Illinois
$1.98M -$4.97M -11,298 -72%
GIA
819
Gladstone Institutional Advisory
Florida
$1.96M +$29.9K +68 +2%
SIG
820
Sargent Investment Group
Maryland
$1.95M +$5.28K +12 +0.3%
DT
821
Diversified Trust
Tennessee
$1.94M +$112K +254 +6%
DC
822
DeDora Capital
California
$1.93M +$3.96K +9 +0.2%
GVAG
823
Great Valley Advisor Group
Delaware
$1.93M -$41.4K -94 -2%
SW
824
SlateStone Wealth
Florida
$1.92M +$68.2K +155 +4%
SNBOSCI
825
Security National Bank of Sioux City Iowa
Iowa
$1.92M -$131K -297 -6%
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