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Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
1201
Stonegate Investment Group
Alabama
$472K +$51.3K +407 +13%
WA
1202
WESPAC Advisors
California
$471K +$89.7K +712 +25%
CWM
1203
Calamos Wealth Management
Illinois
$470K -$29.2K -232 -6%
MWM
1204
Modera Wealth Management
New Jersey
$469K +$21.2K +168 +5%
CP
1205
Canopy Partners
Ohio
$467K +$1.51K +12 +0.3%
RA
1206
Ransom Advisory
Rhode Island
$467K -$75.6K -600 -14%
AIM
1207
Acropolis Investment Management
Missouri
$467K +$126K +1,000 +39%
OWA
1208
Outlook Wealth Advisors
Texas
$465K +$445K +3,532 New
MMG
1209
Monetary Management Group
Missouri
$460K – – –
WPW
1210
Waldron Private Wealth
Pennsylvania
$460K +$1.13K +9 +0.3%
KAS
1211
KPP Advisory Services
Kentucky
$457K +$88.2K +700 +25%
AC
1212
ASB Consultores
Florida
$457K -$249K -1,972 -36%
TF
1213
Trek Financial
Arizona
$456K +$92.9K +737 +27%
FLPIM
1214
F.L. Putnam Investment Management
Massachusetts
$456K +$59.7K +474 +16%
FA
1215
FDx Advisors
Illinois
$456K +$63.8K +506 +17%
FIM
1216
Freedom Investment Management
Connecticut
$455K -$252K -2,002 -37%
NC
1217
Napatree Capital
Rhode Island
$454K -$275K -2,183 -39%
FSA
1218
Franklin Street Advisors
North Carolina
$454K -$94.4K -749 -18%
RT
1219
Rockland Trust
Massachusetts
$451K -$57.8K -459 -12%
SXL
1220
Summit X LLC
Missouri
$450K +$205K +1,629 +90%
PFA
1221
Pure Financial Advisors
California
$450K +$70.4K +559 +20%
CAP
1222
Columbia Advisory Partners
Washington
$448K -$9.07K -72 -2%
AG
1223
Advocate Group
Minnesota
$447K -$258K -2,045 -38%
ABLA
1224
Alan B. Lancz & Associates
Ohio
$447K +$428K +3,400 New
VC
1225
Vicus Capital
Pennsylvania
$447K +$428K +3,399 New
47 48
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