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Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
826
EMC Capital Management
Texas
$679K – – –
HI
827
Horizon Investments
North Carolina
$670K +$16.2K +160 +3%
EAM
828
Evanson Asset Management
California
$670K +$106K +1,045 +21%
WF
829
Welch & Forbes
Massachusetts
$664K +$326K +3,220 +114%
TFCP
830
Twin Focus Capital Partners
Massachusetts
$657K +$606K +5,975 New
CQS
831
Credential Qtrade Securities
$656K +$80.1K +790 +15%
PWA
832
Physician Wealth Advisors
Utah
$655K – – –
CS
833
Capital Square
Tennessee
$652K – – –
SW
834
SteelPeak Wealth
California
$652K +$51.7K +510 +9%
IAN
835
Integrated Advisors Network
Texas
$647K +$3.04K +30 +0.5%
CS
836
Comerica Securities
Michigan
$643K +$47.1K +465 +9%
KWM
837
Keebeck Wealth Management
Illinois
$635K +$10.1K +100 +2%
MAM
838
Morse Asset Management
Connecticut
$632K – – –
AWM
839
Altium Wealth Management
New York
$632K +$3.55K +35 +0.6%
BCM
840
Brookstone Capital Management
Illinois
$630K +$571K +5,635 New
RA
841
RFG Advisory
Alabama
$627K +$58.3K +575 +11%
NAM
842
NorthCoast Asset Management
Connecticut
$622K +$20.8K +205 +4%
CA
843
Cetera Advisors
Colorado
$620K -$42.6K -420 -7%
IWC
844
Integrated Wealth Concepts
Massachusetts
$620K +$14.2K +140 +3%
DSAM
845
Dock Street Asset Management
Florida
$615K – – –
SAM
846
Silvercrest Asset Management
New York
$613K -$17.7K -175 -3%
NIMI
847
Natixis Investment Managers International
France
$607K +$86.2K +850 +18%
BWG
848
Beta Wealth Group
California
$607K +$560K +5,525 New
SM
849
SG3 Management
Puerto Rico
$605K -$608K -6,000 -52%
EW
850
Evoke Wealth
California
$605K -$92.8K -915 -14%
32 33
34
35 36