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NTAP

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
551
Moors & Cabot
Massachusetts
$333K – – –
FNT
552
First National Trust
Pennsylvania
$333K – – –
BHPW
553
Beverly Hills Private Wealth
California
$327K -$18.4K -198 -6%
MOS
554
MGO One Seven
Ohio
$320K +$66.1K +713 +31%
BWP
555
Balboa Wealth Partners
Arizona
$320K +$283K +3,050 New
STA
556
Summit Trail Advisors
New York
$311K +$274K +2,960 New
VCA
557
Verdence Capital Advisors
Maryland
$310K +$273K +2,948 New
FL
558
Fort LP
Maryland
$307K -$39.9K -430 -13%
DWA
559
Dorsey Wright & Associates
California
$307K -$2.32K -25 -0.8%
IWC
560
Integrated Wealth Concepts
Massachusetts
$306K -$327K -3,529 -55%
TC
561
TownSquare Capital
Utah
$305K -$8.34K -90 -3%
SW
562
SVB Wealth
Massachusetts
$304K +$13.2K +142 +5%
TPCW
563
TD Private Client Wealth
New York
$299K +$5.75K +62 +2%
MCM
564
MAI Capital Management
Ohio
$298K +$263K +2,838 New
CI
565
CX Institutional
Indiana
$297K -$744K -8,025 -74%
CCM
566
Coldstream Capital Management
Washington
$294K -$12K -129 -4%
CFM
567
Catalyst Funds Management
Australia
$294K +$260K +2,800 New
S
568
Sachetta
Massachusetts
$290K – – –
HWA
569
Heritage Wealth Advisors
Virginia
$287K – – –
BFEC
570
Benjamin F. Edwards & Company
Missouri
$286K -$104K -1,121 -29%
PA
571
Parallel Advisors
California
$285K +$36.3K +392 +17%
FMLI
572
Fukoku Mutual Life Insurance
Japan
$284K – – –
PAG
573
Private Advisor Group
New Jersey
$284K -$32.5K -351 -11%
CAG
574
Csenge Advisory Group
Florida
$282K +$6.3K +68 +3%
CIA
575
Concurrent Investment Advisors
Florida
$281K +$248K +2,677 New
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