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Name Holding Trade Value Shares
Change 		Change in
Stake
RC
501
RegentAtlantic Capital
New Jersey
$130K +$182K +17,896 New
AG
502
Ascent Group
Virginia
$128K -$118K -11,572 -40%
IWC
503
Integrated Wealth Concepts
Massachusetts
$128K -$11.5K -1,126 -6%
IF
504
IRON Financial
Illinois
$128K +$39.4K +3,873 +28%
EWM
505
Endurance Wealth Management
Rhode Island
$127K – – –
BL
506
Balentine LLC
Georgia
$126K -$1M -98,554 -85%
EFS
507
Essex Financial Services
Connecticut
$125K -$145K -14,291 -45%
RWP
508
Revolve Wealth Partners
New Jersey
$125K +$5.72K +562 +3%
ACA
509
Atlas Capital Advisors
Wyoming
$125K -$43.6K -4,289 -20%
CLOS
510
Compagnie Lombard Odier SCmA
Switzerland
$124K – – –
CG
511
CFO4Life Group
Texas
$124K +$173K +17,001 New
PP
512
PDT Partners
New York
$123K -$255K -25,102 -60%
BWA
513
BDO Wealth Advisors
Florida
$119K +$2.63K +258 +2%
SN
514
Sittner & Nelson
Oregon
$119K +$130K +12,757 +362%
LWM
515
Laidlaw Wealth Management
New York
$115K -$25.1K -2,463 -13%
RIG
516
Roosevelt Investment Group
New York
$115K +$161K +15,819 New
DMBA
517
Deseret Mutual Benefit Administrators
Utah
$114K -$33K -3,248 -17%
BDF
518
Balasa Dinverno & Foltz
$113K -$36K -3,540 -19%
ONB
519
Old National Bancorp
Indiana
$113K +$2.7K +265 +2%
CA
520
CoreCap Advisors
Michigan
$112K -$41.8K -4,109 -21%
PFM
521
Parsec Financial Management
North Carolina
$112K +$3.03K +298 +2%
SIAG
522
Safeguard Investment Advisory Group
California
$111K +$1.84K +181 +1%
FWP
523
FAS Wealth Partners
Kansas
$110K +$48.4K +4,758 +46%
HVIA
524
Hudson Valley Investment Advisors
New York
$109K – – –
TAM
525
Trust Asset Management
Texas
$109K +$8.1K +796 +6%
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