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Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
851
Almanack Investment Partners
Pennsylvania
$682K +$61.1K +782 +12%
SW
852
SVB Wealth
Massachusetts
$678K -$233K -2,987 -29%
CICI
853
Capital Investment Counsel Inc
North Carolina
$678K +$273K +3,500 +93%
VFA
854
Valeo Financial Advisors
Indiana
$676K +$38.9K +498 +7%
MGWM
855
Marks Group Wealth Management
Minnesota
$665K +$216K +2,764 +63%
MCM
856
MAI Capital Management
Ohio
$663K +$261K +3,340 +89%
NL
857
NWAM LLC
Washington
$662K +$22.1K +283 +4%
VFPI
858
Vantage Financial Partners (Illinois)
Illinois
$661K +$15.6K +200 +3%
AAM
859
Advisors Asset Management
Colorado
$660K -$188K -2,408 -25%
MSFP
860
Mark Sheptoff Financial Planning
Connecticut
$657K +$125K +1,600 +29%
MSAM
861
Moloney Securities Asset Management
Missouri
$653K -$5K -64 -0.9%
BFEC
862
Benjamin F. Edwards & Company
Missouri
$653K +$62.3K +798 +13%
MFS
863
Monetta Financial Services
Illinois
$652K +$547K +7,000 New
PWP
864
Pursue Wealth Partners
California
$649K +$544K +6,970 New
ACM
865
AlphaStar Capital Management
North Carolina
$648K +$232K +2,971 +81%
MFW
866
Meristem Family Wealth
Minnesota
$639K – – –
MCA
867
MSH Capital Advisors
Arizona
$637K +$534K +6,837 New
CA
868
Cullinan Associates
Kentucky
$633K +$226K +2,900 +74%
RCA
869
Ranch Capital Advisors
Florida
$631K +$7.5K +96 +1%
S
870
swisspartners
Liechtenstein
$630K – – –
VVP
871
Venture Visionary Partners
Ohio
$622K +$522K +6,687 New
BAM
872
Berkshire Asset Management
Pennsylvania
$621K -$68.7K -880 -12%
LCM
873
Laurion Capital Management
New York
$620K -$33.6M -430,956 -98%
RP
874
Riverwater Partners
Wisconsin
$616K +$516K +6,609 New
HJMC
875
Hellman Jordan Management Company
Massachusetts
$615K -$18.3K -235 -3%
33 34
35
36 37