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Name Holding Trade Value Shares
Change 		Change in
Stake
FPAS
1201
Focus Partners Advisor Solutions
Missouri
$578K -$66.8K -794 -10%
VF
1202
Vest Financial
Virginia
$577K +$54.7K +651 +11%
PCM
1203
Princeton Capital Management
New Jersey
$577K -$153K -1,818 -21%
TWM
1204
Tanager Wealth Management
United Kingdom
$577K -$7.82K -93 -1%
VWM
1205
Venturi Wealth Management
Texas
$577K +$324K +3,848 +132%
IP
1206
Ignite Planners
California
$576K +$8.83K +105 +2%
TWM
1207
Thrive Wealth Management
Pennsylvania
$574K +$9.16K +109 +2%
BFA
1208
Buttonwood Financial Advisors
Maryland
$574K -$163K -1,943 -22%
ACM
1209
Adalta Capital Management
New York
$574K – – –
C
1210
Certuity
Florida
$571K -$26K -309 -4%
AWM
1211
Aberdeen Wealth Management
Illinois
$570K – – –
EI
1212
Ecofi Investissements
France
$569K -$42K -500 -6%
DA
1213
Dillon & Associates
Michigan
$568K -$66.3K -789 -11%
ANTB
1214
AMG National Trust Bank
Colorado
$567K +$1.93K +23 +0.3%
AM
1215
AGF Management
Ontario, Canada
$564K -$823K -9,783 -60%
PWM
1216
Prosperity Wealth Management
California
$563K +$31.2K +371 +6%
GSIAS
1217
Garden State Investment Advisory Services
New Jersey
$563K -$19.7K -234 -3%
FC
1218
Farringdon Capital
United Kingdom
$561K +$553K +6,575 New
EAM
1219
Eschler Asset Management
United Kingdom
$560K -$35.1K -418 -6%
GS
1220
Gagnon Securities
New York
$558K +$7.23K +86 +1%
OAM
1221
Occidental Asset Management
California
$556K -$99.2K -1,180 -15%
AFT
1222
Alpha Family Trust
California
$553K – – –
HSA
1223
HBK Sorce Advisory
Pennsylvania
$551K +$22.1K +263 +4%
ACM
1224
Accent Capital Management
Ohio
$550K – – –
TCCM
1225
Timber Creek Capital Management
Massachusetts
$548K – – –
47 48
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50 51