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Name Holding Trade Value Shares
Change 		Change in
Stake
PGFC
901
Peapack-Gladstone Financial Corp
New Jersey
$416K -$31.4K -1,050 -6%
UH
902
Unigestion Holding
Switzerland
$416K +$465K +15,530 New
SVWA
903
Sound View Wealth Advisors
Georgia
$414K +$462K +15,450 New
VC
904
Vicus Capital
Pennsylvania
$412K +$898 +30 +0.2%
SFA
905
Sequoia Financial Advisors
Ohio
$410K -$143K -4,790 -24%
JFA
906
Johanson Financial Advisors
California
$410K -$21.5K -720 -4%
MC
907
Miles Capital
Iowa
$410K -$2.69K -90 -0.6%
OA
908
Oak Associates
Ohio
$408K -$145K -4,850 -24%
NL
909
NWAM LLC
Washington
$408K -$46.7K -1,560 -9%
CG
910
Caprock Group
Idaho
$408K +$66.4K +2,220 +17%
PFA
911
Paradigm Financial Advisors
Missouri
$406K -$9.58K -320 -2%
LCC
912
Lincoln Capital Corp
Rhode Island
$404K -$2.99K -100 -0.7%
PI
913
Pathlight Investors
Arizona
$403K +$377K +12,610 New
NWM
914
Northwest Wealth Management
Iowa
$401K – – –
SSP
915
Sapphire Star Partners
Washington
$401K – – –
GWM
916
Greenwich Wealth Management
Connecticut
$399K +$15.3K +510 +4%
GFS
917
GYL Financial Synergies
Connecticut
$398K +$445K +14,880 New
QCG
918
Quadrant Capital Group
Ohio
$397K -$10.8K -360 -2%
MMPW
919
Mitchell McLeod Pugh & Williams
Alabama
$395K – – –
CIC
920
Carnegie Investment Counsel
Ohio
$393K +$23.6K +790 +6%
EWM
921
Evercore Wealth Management
New York
$392K +$20.6K +690 +5%
FANJ
922
Financial Architects (New Jersey)
New Jersey
$389K -$134K -4,480 -24%
FIM
923
Fernwood Investment Management
Massachusetts
$389K +$34.4K +1,150 +9%
AC
924
Addison Capital
Pennsylvania
$388K -$5.99K -200 -1%
SIC
925
SFE Investment Counsel
California
$385K – – –
35 36
37
38 39