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Name Holding Trade Value Shares
Change 		Change in
Stake
SPW
951
Surience Private Wealth
Washington
$4.3M +$3.97M +48,270 New
DCM
952
Decatur Capital Management
Georgia
$4.3M -$60.9K -740 -2%
FPAS
953
Focus Partners Advisor Solutions
Missouri
$4.29M +$1.42M +17,310 +56%
SPFA
954
Summit Place Financial Advisors
New Jersey
$4.23M -$319K -3,870 -8%
WR
955
WD Rutherford
Oregon
$4.21M -$111K -1,350 -3%
DWP
956
Destiny Wealth Partners
Florida
$4.21M -$14.8K -180 -0.4%
QWM
957
Quadcap Wealth Management
Texas
$4.19M -$184K -2,240 -5%
AAP
958
Arax Advisory Partners
Colorado
$4.19M +$2.94M +35,660 +316%
SAM
959
Smartleaf Asset Management
Massachusetts
$4.16M +$654K +7,950 +21%
BA
960
Bluesphere Advisors
Pennsylvania
$4.15M -$130K -1,580 -3%
WJWM
961
Williams Jones Wealth Management
New York
$4.15M -$231K -2,810 -6%
CPC
962
Cookson Peirce & Co
Pennsylvania
$4.13M +$28K +340 +0.7%
ATS
963
Ashton Thomas Securities
New York
$4.12M +$197K +2,390 +5%
NP
964
Nilsine Partners
Colorado
$4.09M +$381K +4,630 +11%
IA
965
IFP Advisors
Florida
$4.09M +$652K +7,920 +21%
MYIA
966
Mount Yale Investment Advisors
Colorado
$4.08M +$1.09M +13,220 +41%
CT
967
Caldwell Trust
Florida
$4.07M +$436K +5,300 +13%
LC
968
Lavaca Capital
Texas
$4.07M +$3.76M +45,640 New
NA
969
Nautilus Advisors
California
$4.07M +$3.75M +45,610 New
LCM
970
Legato Capital Management
California
$4.06M – – –
AIM
971
Aigen Investment Management
New York
$4.06M +$1.89M +22,920 +101%
KA
972
Kintegral Advisory
New York
$4.06M -$174K -2,120 -4%
NAG
973
Northstar Advisory Group
New Jersey
$4.03M +$14K +170 +0.4%
FFA
974
Fragasso Financial Advisors
Pennsylvania
$4.02M -$343K -4,170 -8%
HCCM
975
Hudson Canyon Capital Management
New York
$4.02M – – –
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