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Name Holding Trade Value Shares
Change 		Change in
Stake
SIAP
676
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$433K – – –
PWSG
677
Pacific Wealth Strategies Group
California
$429K – – –
FHA
678
Flagship Harbor Advisors
Massachusetts
$427K +$19.4K +95 +5%
AF
679
Allworth Financial
California
$424K -$207K -1,016 -34%
TC
680
TownSquare Capital
Utah
$423K -$121K -595 -23%
QC
681
Quent Capital
New York
$422K +$3.88K +19 +1%
BRWA
682
B. Riley Wealth Advisors
Florida
$415K -$211K -1,034 -35%
AV
683
Alamea Verwaltungs
New Jersey
$414K – – –
SAI
684
Savvy Advisors Inc
New York
$412K +$392K +1,920 New
AWM
685
Axxcess Wealth Management
California
$407K -$675K -3,306 -64%
CAAS
686
Capital Asset Advisory Services
Michigan
$407K -$55.3K -271 -13%
VI
687
Versor Investments
New York
$407K +$387K +1,896 New
RWM
688
Ritholtz Wealth Management
New York
$407K +$145K +710 +60%
FNBT
689
FineMark National Bank & Trust
Florida
$406K – – –
BIG
690
Brookwood Investment Group
Arizona
$405K +$385K +1,887 New
JPWM
691
Jamison Private Wealth Management
Georgia
$397K +$378K +1,851 New
VT
692
Volterra Technologies
New York
$395K +$376K +1,841 New
KAS
693
KPP Advisory Services
Kentucky
$394K – – –
AWM
694
Accel Wealth Management
Iowa
$392K +$204 +1 +0.1%
BWP
695
Balboa Wealth Partners
Arizona
$389K +$63.7K +312 +21%
BIG
696
Brooklyn Investment Group
New York
$384K +$1.02K +5 +0.3%
PAM
697
Panagora Asset Management
Massachusetts
$383K -$44.9K -220 -11%
SC
698
SummitTX Capital
Texas
$381K +$362K +1,774 New
WSFS
699
Wilmington Savings Fund Society
Delaware
$380K -$594K -2,912 -62%
PA
700
PFG Advisors
Arizona
$377K +$359K +1,759 New
26 27
28
29 30