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Name Holding Trade Value Shares
Change 		Change in
Stake
SL
1076
Stevard LLC
Illinois
$1.38M +$642K +79,360 +121%
PGFC
1077
Peapack-Gladstone Financial Corp
New Jersey
$1.38M +$38.8K +4,800 +3%
SW
1078
SlateStone Wealth
Florida
$1.37M +$423K +52,280 +57%
AWA
1079
Arete Wealth Advisors
Illinois
$1.36M +$261K +32,320 +29%
AWM
1080
Altium Wealth Management
New York
$1.36M +$356K +44,040 +44%
MIM
1081
Moseley Investment Management
Florida
$1.36M +$49.8K +6,160 +5%
CA
1082
Calton & Associates
Florida
$1.35M +$336K +41,480 +41%
WANY
1083
Wealthspire Advisors (New York)
New York
$1.35M -$1.31M -162,120 -53%
WA
1084
Winfield Associates
Ohio
$1.35M +$59.9K +7,400 +6%
SSWM
1085
Smith Salley Wealth Management
North Carolina
$1.34M +$154K +19,000 +16%
SW
1086
SkyOak Wealth
Michigan
$1.33M +$664K +82,080 +140%
KF
1087
Krilogy Financial
Missouri
$1.33M +$192K +23,680 +20%
KFGK
1088
Keystone Financial Group (Kentucky)
Kentucky
$1.33M +$94.2K +11,640 +9%
HA
1089
Harfst & Associates
Wyoming
$1.33M +$1.13M +139,880 New
SBSB
1090
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.33M +$13.3K +1,640 +1%
HIS
1091
Horizon Investment Services
Indiana
$1.33M +$382K +47,240 +51%
CAG
1092
Crestwood Advisors Group
Massachusetts
$1.32M -$8.74K -1,080 -0.8%
QSS
1093
Quantitative Systematic Strategies
Florida
$1.31M -$28.8K -3,560 -3%
IWS
1094
Insight Wealth Strategies
California
$1.31M +$139K +17,200 +14%
PTC
1095
Private Trust Company
Ohio
$1.31M +$44K +5,440 +4%
HB
1096
Homrich & Berg
Georgia
$1.31M +$325K +40,120 +41%
SW
1097
SVB Wealth
Massachusetts
$1.31M -$100K -12,400 -8%
CIAS
1098
Capital Investment Advisory Services
North Carolina
$1.31M +$119K +14,680 +12%
MFG
1099
Merit Financial Group
Georgia
$1.3M -$56.3K -6,960 -5%
NP
1100
NorthRock Partners
Minnesota
$1.29M -$53.7K -6,640 -5%
42 43
44
45 46