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Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
1226
Wealthspire Advisors (New York)
New York
$5.46M +$124K +410 +2%
HSA
1227
HBK Sorce Advisory
Pennsylvania
$5.44M -$302K -1,003 -5%
AA
1228
Altrafin AG
$5.43M -$205K -681 -4%
CCG
1229
Cloverfields Capital Group
Minnesota
$5.41M -$56.9K -189 -1%
WA
1230
Wealth Advisors
California
$5.39M +$25.9K +86 +0.5%
SVCP
1231
Silicon Valley Capital Partners
California
$5.38M +$210K +697 +4%
PFM
1232
Premier Fund Managers
United Kingdom
$5.38M -$5.66M -18,800 -52%
ISB
1233
Iowa State Bank
Iowa
$5.38M +$7.53K +25 +0.1%
BBP
1234
Banco BTG Pactual
Brazil
$5.36M +$5.38M +17,864 New
SW
1235
SkyOak Wealth
Michigan
$5.36M -$237K -786 -4%
LAM
1236
Lynch Asset Management
Pennsylvania
$5.34M -$151K -500 -3%
CG
1237
Colony Group
Massachusetts
$5.33M -$217K -720 -4%
HI
1238
Hendershot Investments
Virginia
$5.28M +$41K +136 +0.8%
HCM
1239
Hollencrest Capital Management
California
$5.27M -$263K -874 -5%
CTA
1240
Colonial Trust Advisors
South Carolina
$5.26M +$218K +722 +4%
JWBC
1241
J.W. Burns & Co
New York
$5.26M +$254K +844 +5%
KF
1242
Krilogy Financial
Missouri
$5.24M +$638K +2,119 +14%
SC
1243
Syon Capital
California
$5.23M +$5.25M +17,417 New
CI
1244
Conning Inc
Connecticut
$5.22M – – –
RIA
1245
Realta Investment Advisors
Delaware
$5.21M -$19.6K -65 -0.4%
STA
1246
Summit Trail Advisors
New York
$5.2M -$762K -2,530 -13%
NCM
1247
Next Capital Management
New York
$5.2M +$41.6K +138 +0.8%
EFM
1248
E Fund Management
China
$5.2M -$876K -2,909 -14%
CSS
1249
Cubist Systematic Strategies
Connecticut
$5.18M +$4.86M +16,135 +1,422%
PAMG
1250
Patton Albertson Miller Group
Tennessee
$5.18M +$154K +512 +3%
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