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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1451
SevenBridge Financial Group
Pennsylvania
$619K -$116K -1,233 -15%
CWS
1452
Confluence Wealth Services
Pennsylvania
$617K -$2.17K -23 -0.3%
EW
1453
Evoke Wealth
California
$616K -$21K -223 -3%
WP
1454
WMS Partners
Maryland
$615K +$638K +6,760 New
GIA
1455
GHP Investment Advisors
Colorado
$614K +$23.4K +248 +4%
AIA
1456
Allied Investment Advisors
Montana
$613K – – –
SB
1457
Simmons Bank
Arkansas
$612K -$13.2K -140 -2%
SIA
1458
Schechter Investment Advisors
Michigan
$611K -$928K -9,835 -59%
WFA
1459
Wellspring Financial Advisors
Ohio
$610K -$25.2K -267 -4%
ACMA
1460
Arbor Capital Management (Alaska)
Alaska
$608K – – –
SFA
1461
Source Financial Advisors
New York
$606K -$36.3K -385 -5%
WSC
1462
Wellington Shields & Co
New York
$606K +$362K +3,838 +136%
DBIA
1463
Dumont & Blake Investment Advisors
New Jersey
$605K -$4.43K -47 -0.7%
FPAS
1464
Focus Partners Advisor Solutions
Missouri
$602K +$625K +6,623 New
OCG
1465
Opus Capital Group
Ohio
$601K +$111K +1,172 +22%
CWM
1466
Chemistry Wealth Management
New York
$601K +$624K +6,608 New
BCM
1467
Blume Capital Management
California
$600K – – –
XF
1468
XML Financial
Maryland
$598K +$8.59K +91 +1%
MFG
1469
Merit Financial Group
Georgia
$597K +$156K +1,652 +34%
WKWM
1470
Walter & Keenan Wealth Management
Indiana
$596K +$472 +5 +0.1%
TA
1471
TFG Advisers
Michigan
$595K +$3.4K +36 +0.6%
ACM
1472
AlphaCrest Capital Management
New York
$595K +$54.4K +576 +10%
ZCA
1473
Zeke Capital Advisors
Pennsylvania
$594K +$617K +6,534 New
DC
1474
DeDora Capital
California
$592K +$614K +6,503 New
SCA
1475
Stuart Chaussee & Associates
California
$590K -$431K -4,569 -41%
57 58
59
60 61