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Name Holding Trade Value Shares
Change 		Change in
Stake
OWCM
1176
One Wealth Capital Management
Arizona
$688K +$5.55K +62 +0.8%
SVCP
1177
Silicon Valley Capital Partners
California
$686K -$191K -2,137 -21%
SA
1178
Skyline Advisors
Washington
$684K -$25.2K -281 -3%
SLI
1179
Sumitomo Life Insurance
Japan
$683K -$27.9K -312 -4%
LA
1180
Legacy Advisors
Pennsylvania
$683K +$723K +8,072 New
DAS
1181
Dynamic Advisor Solutions
Arizona
$682K +$114K +1,278 +19%
SWP
1182
Strategic Wealth Partners
Ohio
$680K -$40.1K -448 -5%
CSA
1183
Cottage Street Advisors
Massachusetts
$678K – – –
UCB
1184
United Community Bank
South Carolina
$678K +$13.3K +149 +2%
CA
1185
Cache Advisors
California
$677K – – –
SPC
1186
Spirepoint Private Client
Florida
$676K +$93.8K +1,048 +15%
AMM
1187
American Money Management
California
$676K -$2.86K -32 -0.4%
SP
1188
Stonebrook Private
Michigan
$675K -$100K -1,117 -12%
BLC
1189
Brown, Lisle/Cummings
Rhode Island
$674K -$29K -324 -4%
CAM
1190
Creekmur Asset Management
Illinois
$674K -$403K -4,507 -36%
LS
1191
Livforsakringsbolaget Skandia
Sweden
$670K -$17.9K -200 -2%
PAM
1192
Panagora Asset Management
Massachusetts
$669K – – –
C
1193
Certuity
Florida
$668K +$260K +2,904 +58%
SFG
1194
Synergy Financial Group
California
$668K -$26K -290 -4%
PWP
1195
Phillips Wealth Planners
Mississippi
$668K +$71.1K +794 +11%
PW
1196
Paladin Wealth
Minnesota
$668K -$106K -1,182 -13%
NI
1197
Natural Investments
California
$666K -$11.6K -130 -2%
BCPWM
1198
Bradley & Co Private Wealth Management
Florida
$665K – – –
PFPT
1199
Pinnacle Financial Partners (Tennessee)
Tennessee
$665K -$106K -1,186 -13%
HC
1200
Hurley Capital
New York
$664K – – –
46 47
48
49 50