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Name Holding Trade Value Shares
Change 		Change in
Stake
HFP
1051
Holistic Financial Partners
Indiana
$320K +$26.7K +280 +9%
FWM
1052
Frontier Wealth Management
Missouri
$316K -$304K -3,190 -49%
WTA
1053
Washington Trust Advisors
Massachusetts
$314K -$21K -220 -6%
SFP
1054
Sandbox Financial Partners
Maryland
$313K -$9.53K -100 -3%
QC
1055
QCM Cayman
Texas
$311K +$61K +640 +24%
SWMP
1056
Signature Wealth Management Partners
New Jersey
$309K – – –
HFA
1057
Harbert Fund Advisors
Alabama
$309K +$310K +3,250 New
GLA
1058
Great Lakes Advisors
Illinois
$305K -$62.9K -660 -17%
WI
1059
Wintrust Investments
Illinois
$305K +$30.5K +320 +11%
SCM
1060
SevenOneSeven Capital Management
Pennsylvania
$303K +$6.67K +70 +2%
MSAM
1061
Moloney Securities Asset Management
Missouri
$302K +$303K +3,175 New
CWP
1062
CFM Wealth Partners
Texas
$300K -$36.7K -385 -11%
SC
1063
Savant Capital
Illinois
$299K -$48.1K -505 -14%
AP
1064
Appleton Partners
Massachusetts
$296K +$8.1K +85 +3%
AWM
1065
Angeles Wealth Management
California
$295K -$33.4K -350 -10%
NHC
1066
Nicholas Hoffman & Company
Georgia
$295K – – –
BFIM
1067
Beese Fulmer Investment Management
Ohio
$294K +$59.6K +625 +25%
PFA
1068
Pure Financial Advisors
California
$293K -$30.5K -320 -9%
MHS
1069
M Holdings Securities
Oregon
$293K -$24.8K -260 -8%
CDH
1070
Charles D. Hyman
$293K – – –
BRWM
1071
B. Riley Wealth Management
Tennessee
$290K -$2.38K -25 -0.8%
FSA
1072
Financial Sense Advisors
California
$290K +$291K +3,050 New
SC
1073
Sepio Capital
Utah
$289K -$1.91K -20 -0.7%
OPW
1074
Oxler Private Wealth
New York
$285K – – –
AAM
1075
Ardevora Asset Management
United Kingdom
$285K – – –
41 42
43
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