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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
401
Dynasty Wealth Management
Florida
$319K +$342K +4,135 New
CNC
402
Citizens & Northern Corp
Pennsylvania
$310K – – –
APP
403
Avantax Planning Partners
Iowa
$300K -$22.2K -268 -6%
AWM
404
Apollon Wealth Management
South Carolina
$299K +$64.4K +778 +25%
IWM
405
IHT Wealth Management
Illinois
$299K +$321K +3,873 New
RFA
406
Resurgent Financial Advisors
Georgia
$299K +$320K +3,867 New
FFA
407
Founders Financial Alliance
North Carolina
$296K – – –
PCM
408
Permanent Capital Management
Illinois
$290K +$309K +3,730 New
JWA
409
JFS Wealth Advisors
Pennsylvania
$289K +$22.6K +273 +8%
HNB
410
Huntington National Bank
Ohio
$288K -$10.2K -123 -3%
LIM
411
Leavell Investment Management
Alabama
$287K +$30K +363 +11%
BHCM
412
Brevan Howard Capital Management
Jersey
$280K +$300K +3,626 New
WIA
413
World Investment Advisors
California
$278K – – –
PAMG
414
Patton Albertson Miller Group
Tennessee
$278K – – –
NIP
415
Nicholas Investment Partners
California
$275K – – –
JIC
416
Johnson Investment Counsel
Ohio
$272K – – –
AI
417
Atom Investors
Texas
$272K +$292K +3,527 New
OL
418
Optas LLC
Texas
$272K +$23.1K +279 +9%
CM
419
CoreCommodity Management
Connecticut
$269K +$104K +1,259 +56%
PCP
420
Proficio Capital Partners
Massachusetts
$269K +$288K +3,480 New
KF
421
Krilogy Financial
Missouri
$268K +$61.2K +739 +27%
WA
422
WealthTrust Axiom
Pennsylvania
$265K +$331 +4 +0.1%
SCI
423
Silver Coast Investments
United States
$265K -$20K -242 -7%
IIM
424
INTECH Investment Management
Florida
$263K +$46.1K +557 +20%
FFA
425
Florida Financial Advisors
Florida
$262K -$1.53M -18,444 -84%
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