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Name Holding Trade Value Shares
Change 		Change in
Stake
AO
776
Advisor OS
Illinois
$852K +$144K +1,845 +20%
AWS
777
AJ Wealth Strategies
New York
$851K – – –
SWM
778
SeaCrest Wealth Management
New York
$844K -$180K -2,305 -18%
TYCC
779
Texas Yale Capital Corp
Florida
$843K – – –
LBWM
780
Left Brain Wealth Management
Illinois
$843K +$848K +10,850 New
NW
781
Naviter Wealth
Arkansas
$842K +$141K +1,800 +23%
LS
782
Leelyn Smith
Illinois
$825K +$282K +3,610 +51%
WAG
783
Wallace Advisory Group
California
$820K +$825K +10,555 New
JIC
784
Johnson Investment Counsel
Ohio
$817K +$240K +3,070 +41%
HT
785
Heritage Trust
Oklahoma
$815K +$78.5K +1,005 +11%
JF
786
Jump Financial
Illinois
$814K -$3.41M -43,640 -81%
EH
787
Equitable Holdings
New York
$808K +$164K +2,095 +25%
KI
788
Keystone Investors
Singapore
$804K +$810K +10,360 New
WIP
789
WealthCare Investment Partners
Rhode Island
$804K – – –
HI
790
Horizon Investments
North Carolina
$804K +$528K +6,755 +188%
ONB
791
Old National Bancorp
Indiana
$796K -$33.6K -430 -4%
WAS
792
WESPAC Advisors SoCal
California
$796K -$95.7K -1,225 -11%
KWM
793
Kingsview Wealth Management
Oregon
$795K -$121K -1,545 -13%
PCA
794
Private Capital Advisors
Connecticut
$795K – – –
IWM
795
IHT Wealth Management
Illinois
$792K +$83.2K +1,065 +12%
FRM
796
Fox Run Management
Connecticut
$787K +$365K +4,675 +86%
SWM
797
Spire Wealth Management
Virginia
$787K -$201K -2,575 -20%
BA
798
Bristlecone Advisors
Washington
$787K +$81.7K +1,045 +12%
ZCA
799
Zeke Capital Advisors
Pennsylvania
$784K -$613K -7,845 -44%
EFM
800
E Fund Management
China
$784K -$12.5K -160 -2%
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