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Name Holding Trade Value Shares
Change 		Change in
Stake
HA
401
Herold Advisors
New York
$324K -$8.86K -107 -2%
JWCA
402
J.W. Cole Advisors
Florida
$321K +$344K +4,152 New
DWM
403
Dynasty Wealth Management
Florida
$319K +$342K +4,135 New
CNC
404
Citizens & Northern Corp
Pennsylvania
$310K – – –
APP
405
Avantax Planning Partners
Iowa
$300K -$22.2K -268 -6%
AWM
406
Apollon Wealth Management
South Carolina
$299K +$64.4K +778 +25%
IWM
407
IHT Wealth Management
Illinois
$299K +$321K +3,873 New
RFA
408
Resurgent Financial Advisors
Georgia
$299K +$320K +3,867 New
FFA
409
Founders Financial Alliance
North Carolina
$296K – – –
PCM
410
Permanent Capital Management
Illinois
$290K +$309K +3,730 New
JWA
411
JFS Wealth Advisors
Pennsylvania
$289K +$22.6K +273 +8%
HNB
412
Huntington National Bank
Ohio
$288K -$10.2K -123 -3%
LIM
413
Leavell Investment Management
Alabama
$287K +$30K +363 +11%
BHCM
414
Brevan Howard Capital Management
Jersey
$280K +$300K +3,626 New
WIA
415
World Investment Advisors
California
$278K – – –
PAMG
416
Patton Albertson Miller Group
Tennessee
$278K – – –
NIP
417
Nicholas Investment Partners
California
$275K – – –
JIC
418
Johnson Investment Counsel
Ohio
$272K – – –
AI
419
Atom Investors
Texas
$272K +$292K +3,527 New
OL
420
Optas LLC
Texas
$272K +$23.1K +279 +9%
CM
421
CoreCommodity Management
Connecticut
$269K +$104K +1,259 +56%
PCP
422
Proficio Capital Partners
Massachusetts
$269K +$288K +3,480 New
KF
423
Krilogy Financial
Missouri
$268K +$61.2K +739 +27%
WA
424
WealthTrust Axiom
Pennsylvania
$265K +$331 +4 +0.1%
SCI
425
Silver Coast Investments
United States
$265K -$20K -242 -7%
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17
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