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NICE

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
301
Atwood & Palmer
Missouri
$17.7K +$18.4K +115 New
CA
302
Clearstead Advisors
Ohio
$16K +$640 +4 +4%
DWM
303
Darwin Wealth Management
Florida
$16K – – –
CAWM
304
Capital A Wealth Management
Pennsylvania
$15.7K – – –
LC
305
Lindbrook Capital
California
$15.6K -$4.48K -28 -22%
VCM
306
Versant Capital Management
Arizona
$15.6K +$3.36K +21 +26%
FFA
307
Farther Finance Advisors
California
$15.5K -$7.84K -49 -33%
RFS
308
Richardson Financial Services
Massachusetts
$15.4K -$19.2K -120 -55%
PAM
309
Parvin Asset Management
South Dakota
$15.4K – – –
IMC
310
Investment Management Corporation
Virginia
$14.5K – – –
CPG
311
Cornerstone Planning Group
New Jersey
$14.4K +$14.4K +90 +1,800%
CCM
312
Coldstream Capital Management
Washington
$12.6K +$13.1K +82 New
GI
313
GAMMA Investing
California
$12.5K -$52.8K -330 -80%
NIG
314
NFJ Investment Group
Texas
$12.5K -$6.56M -40,997 -100%
VWM
315
Vermillion Wealth Management
Minnesota
$12.3K – – –
WA
316
Whipplewood Advisors
Colorado
$11.4K +$4.32K +27 +33%
NC
317
North Capital
Utah
$11.4K +$11.8K +74 New
ACM
318
Accent Capital Management
Ohio
$10.5K – – –
NA
319
NewEdge Advisors
Louisiana
$9.87K – – –
PSFG
320
Park Square Financial Group
Georgia
$9.25K -$14.1K -88 -59%
GFPC
321
Global Financial Private Client
Florida
$9.1K – – –
HC
322
Hurley Capital
New York
$8.02K – – –
HCP
323
Hexagon Capital Partners
Arkansas
$7.25K -$7.68K -48 -51%
CA
324
Continuum Advisory
Idaho
$6.47K -$800 -5 -11%
EPW
325
Evergreen Private Wealth
Colorado
$6.32K – – –
11 12
13
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