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Name Holding Trade Value Shares
Change 		Change in
Stake
WEC
651
Winslow Evans & Crocker
Massachusetts
$1.01M +$35.4K +1,300 +4%
NPF
652
Norris Perne & French
Michigan
$1.01M – – –
FIM
653
Frontier Investment Management
Texas
$1.01M -$40K -1,470 -4%
KLI
654
Kelman-Lazarov Inc
Tennessee
$1M -$54.4K -2,000 -6%
SFS
655
Sowell Financial Services
Arkansas
$1M +$168K +6,180 +24%
BCA
656
Benchmark Capital Advisors
New York
$997K – – –
WS
657
Wedbush Securities
California
$992K +$277K +10,180 +44%
HWA
658
HCR Wealth Advisors
California
$988K -$59.1K -2,170 -6%
VFA
659
Voya Financial Advisors
Connecticut
$985K +$249K +9,130 +36%
O
660
OppenheimerFunds
New York
$982K -$1.47M -53,960 -62%
CCM
661
Canal Capital Management
Virginia
$981K +$13.6K +500 +2%
FBC
662
Fairfield, Bush & Co
Connecticut
$975K – – –
TWM
663
Torch Wealth Management
Ohio
$961K -$61.3K -2,250 -6%
WAM
664
Wealthspire Advisors (Maryland)
Maryland
$959K +$109K +4,020 +14%
ADL
665
Asset Dedication LLC
California
$956K +$3.27K +120 +0.4%
DTL
666
Dynamic Technology Lab
Singapore
$945K +$871K +32,000 New
CWM
667
Confluence Wealth Management
Oregon
$941K +$868K +31,870 New
MWP
668
MYCIO Wealth Partners
Pennsylvania
$936K -$941K -34,550 -52%
1WA
669
180 Wealth Advisors
Washington
$936K +$301K +11,060 +53%
ICM
670
IMS Capital Management
Oregon
$934K – – –
NL
671
NVWM LLC
Pennsylvania
$916K +$75.7K +2,780 +9%
STA
672
Summit Trail Advisors
New York
$907K +$293K +10,770 +59%
SSWM
673
Sheets Smith Wealth Management
North Carolina
$901K +$5.99K +220 +0.7%
DA
674
DSC Advisors
Illinois
$898K +$108K +3,950 +15%
MPM
675
Meritage Portfolio Management
Kansas
$895K +$9.8K +360 +1%
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