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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1251
Waddell & Associates
Tennessee
$777K +$62.6K +980 +8%
FI
1252
Fosun International
China
$775K +$811K +12,700 New
PA
1253
Procyon Advisors
Connecticut
$774K +$311K +4,860 +61%
BCA
1254
Bay Colony Advisors
Massachusetts
$773K +$173K +2,700 +27%
CWM
1255
C2C Wealth Management
Arizona
$773K +$819K +12,820 New
PPWM
1256
Paragon Private Wealth Management
Kentucky
$772K +$818K +12,810 New
BOPW
1257
Brandywine Oak Private Wealth
Pennsylvania
$771K -$66.4K -1,040 -8%
AWE
1258
Avidian Wealth Enterprises
Texas
$771K +$348K +5,440 +74%
FFA
1259
Fragasso Financial Advisors
Pennsylvania
$768K – – –
KF
1260
Krilogy Financial
Missouri
$763K -$1.26M -19,670 -61%
CNBTD
1261
Citizens National Bank Trust Department
Mississippi
$763K -$585K -9,150 -42%
FWP
1262
FAS Wealth Partners
Kansas
$763K -$31.3K -490 -4%
STA
1263
Summit Trail Advisors
New York
$758K +$226K +3,530 +39%
AJ
1264
Ashburton (Jersey)
Jersey
$752K – – –
SC
1265
Sepio Capital
Utah
$747K +$79.9K +1,250 +11%
WP
1266
WealthSource Partners
California
$744K -$295K -4,610 -27%
GWM
1267
Greenwich Wealth Management
Connecticut
$744K -$31.3K -490 -4%
EFS
1268
Essex Financial Services
Connecticut
$743K +$9.58K +150 +1%
HWM
1269
Hemington Wealth Management
Virginia
$742K +$51.8K +810 +6%
BG
1270
Benedetti & Gucer
Georgia
$742K +$184K +2,880 +31%
WA
1271
WBH Advisory
Maryland
$740K – – –
DWT
1272
Dorsey & Whitney Trust
South Dakota
$739K +$193K +3,020 +33%
KFC
1273
Klingenstein Fields & Co
New York
$732K – – –
CFA
1274
Compass Financial Advisors
Indiana
$727K +$771K +12,070 New
PPW
1275
Parcion Private Wealth
Washington
$725K -$192K -3,000 -18%
49 50
51
52 53