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Name Holding Trade Value Shares
Change 		Change in
Stake
NB
1276
Northwest Bancshares
Pennsylvania
$543K -$91.1K -200 -13%
CH
1277
Cromwell Holdings
Wyoming
$543K – – –
GWSG
1278
GPS Wealth Strategies Group
Colorado
$539K – – –
PS
1279
Portfolio Strategies
New York
$538K – – –
FNFDCM
1280
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$536K – – –
IC
1281
Iconiq Capital
California
$535K +$36K +79 +7%
FA
1282
Fedenia Advisers
Wisconsin
$535K +$583K +1,279 New
MSCM
1283
McElhenny Sheffield Capital Management
Texas
$533K +$580K +1,273 New
FAM
1284
Formidable Asset Management
Ohio
$533K -$6.38K -14 -1%
MW
1285
Marcum Wealth
Ohio
$532K -$23.7K -52 -4%
FH
1286
FWG Holdings
Florida
$531K +$9.11K +20 +2%
RFS
1287
Richardson Financial Services
Massachusetts
$530K +$39.2K +86 +7%
IF
1288
Intrua Financial
Texas
$529K -$52.9K -116 -8%
RMC
1289
Resources Management Corp
Connecticut
$524K -$29.6K -65 -5%
SCP
1290
Sivia Capital Partners
California
$524K -$27.3K -60 -5%
BIC
1291
Beach Investment Counsel
Pennsylvania
$523K – – –
LFAS
1292
Level Four Advisory Services
Texas
$522K +$2.73K +6 +0.5%
MWM
1293
Modera Wealth Management
New Jersey
$521K +$85.2K +187 +18%
SL
1294
SFM LLC
New Hampshire
$520K +$16.9K +37 +3%
AIA
1295
Accelerate Investment Advisors
California
$519K +$144K +317 +34%
GWM
1296
GDS Wealth Management
Texas
$518K -$5.47K -12 -1%
CSPIA
1297
Cary Street Partners Investment Advisory
Virginia
$513K -$5.12M -11,225 -90%
SIM
1298
Stratos Investment Management
Ohio
$513K +$112K +245 +25%
PWP
1299
Principle Wealth Partners
Connecticut
$512K – – –
CFG
1300
CKW Financial Group
Hawaii
$508K – – –
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