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Name Holding Trade Value Shares
Change 		Change in
Stake
NL
776
NWAM LLC
Washington
$231K -$137K -2,148 -40%
RFN
777
RDA Financial Network
Iowa
$231K -$15.8K -247 -7%
EP
778
Edgestream Partners
New Jersey
$231K +$210K +3,276 New
PCMN
779
Paradigm Capital Management (Nevada)
Nevada
$227K +$206K +3,214 New
EFI
780
EHP Funds Inc
Canada
$226K +$205K +3,200 New
BOTW
781
Bank of the West
California
$226K +$205K +3,205 New
CT
782
Caldwell Trust
Florida
$223K +$95.2K +1,488 +89%
WF
783
Welch & Forbes
Massachusetts
$223K -$160K -2,500 -44%
SAM
784
SignalPoint Asset Management
Missouri
$222K +$201K +3,139 New
CFG
785
Citizens Financial Group
Rhode Island
$222K +$201K +3,141 New
IWC
786
Integrated Wealth Concepts
Massachusetts
$221K +$200K +3,130 New
O
787
Ossiam
France
$219K -$66.2K -1,034 -25%
IA
788
Inspire Advisors
Idaho
$219K +$199K +3,108 New
SIC
789
Salem Investment Counselors
North Carolina
$218K – – –
DIP
790
DT Investment Partners
Pennsylvania
$218K +$197K +3,082 New
IC
791
Intersect Capital
California
$218K +$197K +3,086 New
NAG
792
Northstar Advisory Group
New Jersey
$216K +$196K +3,063 New
PNC
793
Park National Corp
Ohio
$215K -$25.6K -400 -12%
HSA
794
HBK Sorce Advisory
Pennsylvania
$215K +$195K +3,041 New
RIA
795
Realta Investment Advisors
Delaware
$215K +$195K +3,044 New
SC
796
Savant Capital
Illinois
$214K +$194K +3,030 New
TTWM
797
TCV Trust & Wealth Management
Virginia
$213K +$193K +3,010 New
WIA
798
Westbourne Investment Advisors
Maryland
$212K -$256K -4,000 -57%
HSG
799
Helen Stephens Group
Texas
$212K -$28.6K -447 -13%
PWP
800
Principle Wealth Partners
Connecticut
$212K +$192K +3,005 New
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