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Name Holding Trade Value Shares
Change 		Change in
Stake
RA
851
RiverPark Advisors
New York
$2.13M -$33K -225 -2%
AO
852
Advisor OS
Illinois
$2.13M +$142K +970 +8%
MFS
853
Mattson Financial Services
Michigan
$2.12M +$1.98M +13,490 New
AWM
854
Apollon Wealth Management
South Carolina
$2.09M +$24.2K +165 +1%
MFG
855
Merit Financial Group
Georgia
$2.09M -$86.6K -590 -4%
DAS
856
Diversify Advisory Services
Utah
$2.09M -$1.81M -12,350 -47%
WG
857
Winton Group
United Kingdom
$2.08M +$1.94M +13,240 New
P
858
&Partners
Tennessee
$2.08M +$1.34M +9,155 +224%
TCM
859
Twin Capital Management
Pennsylvania
$2.07M -$11K -75 -0.6%
LCM
860
Legato Capital Management
California
$2.07M – – –
IFWM
861
Institute for Wealth Management
Colorado
$2.06M +$13.9K +95 +0.7%
NRS
862
Neville Rodie & Shaw
New York
$2.06M -$25.7K -175 -1%
ACM
863
Accent Capital Management
Ohio
$2.05M +$1.91M +13,040 New
CA
864
Cornerstone Advisors
North Carolina
$2.05M – – –
LSPW
865
Lake Street Private Wealth
Illinois
$2.04M +$173K +1,180 +10%
RVPG
866
Relative Value Partners Group
$2.04M +$1.9M +12,975 New
CMI
867
Clare Market Investments
Texas
$2.02M +$120K +815 +7%
ISWM
868
Independent Solutions Wealth Management
New York
$2.02M +$36K +245 +2%
LJAC
869
L.J. Altfest & Co
New York
$2.02M +$36K +245 +2%
GCC
870
Guardian Capital (Canada)
Ontario, Canada
$2.01M +$769K +5,240 +70%
MIC
871
Means Investment Company
Maine
$2.01M -$30.1K -205 -2%
FCA
872
Fortis Capital Advisors
Kansas
$2.01M +$952K +6,490 +104%
BP
873
Ballentine Partners
Massachusetts
$1.98M -$76.3K -520 -4%
HCMT
874
Highland Capital Management (Tennessee)
Tennessee
$1.98M -$366K -2,495 -17%
PSC
875
Portman Square Capital
United Kingdom
$1.98M +$1.14M +7,800 +164%
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