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Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
951
Keebeck Wealth Management
Illinois
$491K – – –
Q
952
QVR
California
$490K -$86.7K -910 -15%
PFWA
953
Paces Ferry Wealth Advisors
Georgia
$490K +$953 +10 +0.2%
IA
954
IFP Advisors
Florida
$487K – – –
PCM
955
Parsons Capital Management
Rhode Island
$487K +$9.53K +100 +2%
SVWAG
956
Sound View Wealth Advisors Group
Georgia
$487K +$32.4K +340 +7%
SWM
957
Sculati Wealth Management
Michigan
$485K +$486K +5,095 New
C
958
Certuity
Florida
$482K -$218K -2,290 -31%
AF
959
Affiance Financial
Minnesota
$481K +$57.7K +605 +14%
WA
960
Wealth Alliance
New York
$477K +$65.3K +685 +16%
GPCM
961
Granite Point Capital Management
Massachusetts
$476K +$477K +5,000 New
XWM
962
Xcel Wealth Management
Florida
$476K +$477K +5,000 New
CIA
963
Cladis Investment Advisory
Montana
$476K +$23.8K +250 +5%
BJL
964
Brighton Jones LLC
Washington
$475K -$115K -1,210 -20%
SVCP
965
Silicon Valley Capital Partners
California
$471K +$472K +4,950 New
RCM
966
RB Capital Management
Nevada
$470K +$16.7K +175 +4%
LC
967
Lindbrook Capital
California
$467K +$14.8K +155 +3%
WOC
968
West Oak Capital
California
$466K -$477 -5 -0.1%
RC
969
Rovin Capital
Arizona
$465K +$70.5K +740 +18%
ETC
970
Exchange Traded Concepts
Oklahoma
$464K -$503K -5,280 -52%
BMC
971
Beaton Management Company
Massachusetts
$464K – – –
HT
972
HighTower Trust
Texas
$463K -$980K -10,280 -65%
ZB
973
Zions Bancorporation
Utah
$455K +$38.6K +405 +9%
IB
974
Intrust Bank
Kansas
$455K +$65.3K +685 +17%
ARG
975
Advisory Resource Group
Oklahoma
$455K +$112K +1,175 +33%
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