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Name Holding Trade Value Shares
Change 		Change in
Stake
KM
1176
Kalos Management
Georgia
$1.44M +$155K +13,280 +13%
SPFA
1177
Summit Place Financial Advisors
New Jersey
$1.44M +$1.23M +106,080 New
JFA
1178
Johanson Financial Advisors
California
$1.43M +$91.2K +7,840 +8%
EWM
1179
Evercore Wealth Management
New York
$1.43M +$148K +12,760 +14%
MIG
1180
McGuire Investment Group
Rhode Island
$1.42M +$3.72K +320 +0.3%
DW
1181
Domani Wealth
Pennsylvania
$1.41M -$71.2K -6,120 -6%
FCA
1182
FinTrust Capital Advisors
South Carolina
$1.4M +$798K +68,600 +198%
EFS
1183
Essex Financial Services
Connecticut
$1.39M -$230K -19,800 -16%
1WA
1184
180 Wealth Advisors
Washington
$1.39M -$44.7K -3,840 -4%
SAM
1185
S.A. Mason
Michigan
$1.39M – – –
OPS
1186
Orion Portfolio Solutions
Nebraska
$1.39M +$124K +10,640 +12%
EWA
1187
Exencial Wealth Advisors
Oklahoma
$1.39M +$310K +26,600 +35%
LWM
1188
Laidlaw Wealth Management
New York
$1.39M +$23.7K +2,040 +2%
JWM
1189
Jeppson Wealth Management
California
$1.39M +$1.19M +102,360 New
TSS
1190
Two Sigma Securities
New York
$1.38M -$621K -53,400 -34%
PCG
1191
Private Capital Group
Connecticut
$1.38M -$20.5K -1,760 -2%
OL
1192
Optas LLC
Texas
$1.38M +$331K +28,480 +39%
PCA
1193
Private Capital Advisors
Connecticut
$1.38M – – –
FVCM
1194
F&V Capital Management
Florida
$1.38M -$3.72K -320 -0.3%
SCM
1195
Stonebridge Capital Management
California
$1.36M -$279K -24,000 -19%
FC
1196
Forte Capital
New York
$1.36M +$190K +16,320 +19%
PAG
1197
Private Advisory Group
Washington
$1.36M -$89.8K -7,720 -7%
AWA
1198
Arkadios Wealth Advisors
Georgia
$1.36M -$174K -14,960 -13%
BJL
1199
Brighton Jones LLC
Washington
$1.35M -$276K -23,720 -19%
SRAM
1200
Spouting Rock Asset Management
Pennsylvania
$1.35M -$69.8K -6,000 -6%
46 47
48
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