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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
501
WealthPLAN Partners
Nebraska
$106K -$3.82K -368 -3%
EA
502
Emerald Advisors
Washington
$106K +$125 +12 +0.1%
MCM
503
MAI Capital Management
Ohio
$106K +$109K +10,493 New
CPC
504
Congress Park Capital
New York
$106K +$109K +10,500 New
MSAM
505
Moloney Securities Asset Management
Missouri
$105K +$108K +10,380 New
LS
506
Livforsakringsbolaget Skandia
Sweden
$104K – – –
FWM
507
Focused Wealth Management
New York
$104K +$42 +4 +0%
WANY
508
Wealthspire Advisors (New York)
New York
$104K +$107K +10,315 New
OWA
509
One Wealth Advisors
California
$102K +$821 +79 +0.8%
APA
510
American Portfolios Advisors
New York
$95.4K +$301 +29 +0.3%
IA
511
IFP Advisors
Florida
$92K +$10K +963 +12%
FFA
512
Founders Financial Alliance
North Carolina
$89K +$91.9K +8,843 New
BSG
513
Black Swift Group
Colorado
$87K -$108K -10,414 -55%
PFA
514
Professional Financial Advisors
Nebraska
$84K +$101K +9,745 New
VFA
515
Valeo Financial Advisors
Indiana
$83K -$74.6K -7,175 -47%
AF
516
Advisornet Financial
Minnesota
$83K -$2.08K -200 -2%
IA
517
IndexIQ Advisors
New York
$82K +$50.8K +4,891 +151%
SFFS
518
Stonehage Fleming Financial Services
Jersey
$80K -$6.65K -640 -7%
PA
519
Parallel Advisors
California
$78K +$12.4K +1,190 +18%
FMLI
520
Fukoku Mutual Life Insurance
Japan
$77K – – –
CFGS
521
Concourse Financial Group Securities
Alabama
$72K +$47.9K +4,605 +185%
SIAS
522
Shine Investment Advisory Services
Colorado
$70K – – –
PW
523
Price Wealth
Texas
$70K +$68.9K +6,630 +2,271%
WAM
524
Wolverine Asset Management
Illinois
$69K +$71.2K +6,854 New
CIA
525
CSat Investment Advisory
Michigan
$68K -$6.22K -599 -8%
19 20
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