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Name Holding Trade Value Shares
Change 		Change in
Stake
TNAM
1226
Terra Nova Asset Management
New York
$760K -$2.74K -6 -0.4%
SVWAG
1227
Sound View Wealth Advisors Group
Georgia
$756K -$277K -607 -27%
S
1228
SimplyRich
California
$756K -$271K -594 -27%
IAMOG
1229
Investors Asset Management of Georgia
Georgia
$755K -$4.56K -10 -0.6%
PA
1230
Prossimo Advisors
California
$751K +$52.5K +115 +8%
EPIME
1231
Evelyn Partners Investment Management (Europe)
$751K -$50.2K -110 -6%
RMSCM
1232
R.M. Sincerbeaux Capital Management
New York
$751K – – –
APC
1233
Aspire Private Capital
North Carolina
$747K +$10K +22 +1%
UF
1234
Univest Financial
Pennsylvania
$746K +$18.3K +40 +3%
KA
1235
Klingman & Associates
New York
$743K +$252K +553 +54%
FA
1236
FDx Advisors
Illinois
$737K -$11.9K -26 -2%
SCP
1237
Sivia Capital Partners
California
$736K +$118K +259 +20%
TC
1238
TownSquare Capital
Utah
$734K -$4.12M -9,025 -85%
IFG
1239
Independent Financial Group
California
$734K +$39.3K +86 +6%
RP
1240
Riverwater Partners
Wisconsin
$732K +$27.8K +61 +4%
BMC
1241
Benin Management Corp
Connecticut
$731K +$40.6K +89 +6%
AAP
1242
Arax Advisory Partners
Colorado
$727K +$42K +92 +6%
PWP
1243
Principle Wealth Partners
Connecticut
$725K +$147K +323 +26%
BHWM
1244
Bar Harbor Wealth Management
New Hampshire
$725K – – –
SB
1245
SIG Brokerage
New York
$724K +$704K +1,543 New
OBGC
1246
O'Brien Greene & Co
Pennsylvania
$723K – – –
KCM
1247
Kathmere Capital Management
Pennsylvania
$721K +$913 +2 +0.1%
PI
1248
PFG Investments
New York
$721K +$15.1K +33 +2%
PL
1249
Plancorp LLC
Missouri
$719K +$9.59K +21 +1%
SIM
1250
Sentry Investment Management
Wisconsin
$717K – – –
48 49
50
51 52