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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1601
Fountainhead AM
New Jersey
$597K -$44.7K -318 -7%
IP
1602
Intellectus Partners
California
$597K -$38.4K -273 -6%
DCM
1603
Driehaus Capital Management
Illinois
$594K -$30.1M -213,928 -98%
NAS
1604
Nicolet Advisory Services
Wisconsin
$594K +$83.1K +591 +15%
NSIM
1605
North Star Investment Management
Illinois
$593K – – –
FSC
1606
Full Sail Capital
Oklahoma
$592K -$54.5K -388 -8%
JAG
1607
Journey Advisory Group
Kentucky
$592K +$6.75K +48 +1%
AC
1608
Apella Capital
Connecticut
$592K +$618K +4,400 New
NAG
1609
Northstar Advisory Group
New Jersey
$588K +$33.9K +241 +6%
PO
1610
Private Ocean
California
$585K +$984 +7 +0.2%
SDAM
1611
Shulman DeMeo Asset Management
New York
$584K +$15.2K +108 +3%
BFA
1612
BMS Financial Advisors
South Dakota
$583K +$29.9K +213 +5%
DWM
1613
Doyle Wealth Management
Florida
$580K +$18.3K +130 +3%
VC
1614
Veracity Capital
Georgia
$579K +$7.59K +54 +1%
JE
1615
JMAC Enterprises
Pennsylvania
$579K +$41.5K +295 +7%
NHC
1616
Nicholas Hoffman & Company
Georgia
$577K -$21.4K -152 -3%
6F
1617
626 Financial
Michigan
$575K -$59.6K -424 -9%
SFS
1618
Summit Financial Strategies
Ohio
$575K -$25.2K -179 -4%
FANJ
1619
Financial Architects (New Jersey)
New Jersey
$575K -$2.11K -15 -0.3%
TW
1620
TrinityPoint Wealth
Connecticut
$574K – – –
CFCI
1621
Comprehensive Financial Consultants Institutional
Indiana
$573K -$13.1K -93 -2%
NL
1622
NKCFO LLC
Illinois
$573K – – –
EI
1623
Ellevest Inc
New York
$572K +$126K +896 +27%
WA
1624
Wealth Architects
California
$568K -$1.97K -14 -0.3%
BSA
1625
Bull Street Advisors
Georgia
$567K +$21.9K +156 +4%
63 64
65
66 67