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Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
1301
Voya Financial Advisors
Connecticut
$812K -$31.7K -295 -4%
DWM
1302
Dakota Wealth Management
Florida
$808K -$96.7K -901 -12%
VIA
1303
Vident Investment Advisory
Georgia
$806K +$251K +2,338 +57%
BHTS
1304
Bar Harbor Trust Services
Maine
$800K +$345K +3,212 +101%
NED
1305
Nancy E. Dempze
$798K +$399K +3,715 +141%
GPA
1306
Garrison Point Advisors
California
$792K -$5.26K -49 -0.8%
TAM
1307
Trust Asset Management
Texas
$792K +$301K +2,801 +80%
ME
1308
McIlrath & Eck
Washington
$789K -$1.29K -12 -0.2%
NAMP
1309
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$788K – – –
KWM
1310
Keebeck Wealth Management
Illinois
$788K +$2.68K +25 +0.4%
VWA
1311
V Wealth Advisors
Kansas
$786K -$170K -1,579 -20%
TF
1312
Tompkins Financial
New York
$786K -$2.36K -22 -0.4%
BSG
1313
Black Swift Group
Colorado
$786K +$564K +5,250 +520%
BO
1314
Bank OZK
Arkansas
$785K – – –
SB
1315
Strategic Blueprint
Georgia
$785K +$671K +6,251 New
CFGS
1316
Concourse Financial Group Securities
Alabama
$782K +$59.9K +558 +10%
MFG
1317
MidWestOne Financial Group
Iowa
$782K +$270K +2,512 +68%
CRC
1318
Curi RMB Capital
Illinois
$777K – – –
ACP
1319
Aveo Capital Partners
Colorado
$775K +$52.1K +485 +9%
PWPS
1320
Pinnacle Wealth Planning Services
Ohio
$773K +$215 +2 +0%
DLA
1321
Douglas Lane & Associates
New York
$771K -$23K -214 -3%
CCMG
1322
Clark Capital Management Group
Pennsylvania
$769K +$17.1K +159 +3%
TCWA
1323
Ten Capital Wealth Advisors
Washington
$769K +$658K +6,127 New
BG
1324
Bollard Group
Massachusetts
$766K -$550K -5,124 -46%
SC
1325
Saybrook Capital
North Carolina
$764K – – –
51 52
53
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