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SFM

Name Holding Trade Value Shares
Change 		Change in
Stake
NG
476
Norden Group
Utah
$226K +$195K +2,048 New
IAA
477
Independent Advisor Alliance
North Carolina
$225K +$195K +2,041 New
NFG
478
Nations Financial Group
Iowa
$225K +$194K +2,036 New
DADC
479
D.A. Davidson & Co
Montana
$220K +$190K +1,989 New
DAS
480
Dynamic Advisor Solutions
Arizona
$218K +$189K +1,978 New
ECM
481
Evergreen Capital Management
Washington
$217K +$187K +1,965 New
FRM
482
Fox Run Management
Connecticut
$216K -$138K -1,446 -43%
VCA
483
Verdence Capital Advisors
Maryland
$212K +$183K +1,919 New
GWP
484
Gateway Wealth Partners
Wisconsin
$211K +$183K +1,914 New
EWA
485
EverSource Wealth Advisors
Alabama
$210K -$178K -1,867 -50%
LNWWM
486
Laird Norton Wetherby Wealth Management
California
$209K +$180K +1,890 New
SI
487
Seeds Investor
New York
$208K +$180K +1,882 New
OIA
488
OneDigital Investment Advisors
Kansas
$207K +$179K +1,877 New
MCM
489
Manchester Capital Management
Vermont
$194K +$159K +1,670 +1,920%
CTC
490
Central Trust Company
Missouri
$189K – – –
GI
491
GAMMA Investing
California
$189K +$42.2K +442 +35%
LC
492
Lindbrook Capital
California
$180K -$72.8K -763 -32%
SPIA
493
Steward Partners Investment Advisory
New York
$176K +$152K +1,590 New
GWP
494
Gen-Wealth Partners
Michigan
$167K +$134K +1,408 New
IAIM
495
International Assets Investment Management
Florida
$165K -$313K -3,286 -69%
WSFS
496
Wilmington Savings Fund Society
Delaware
$155K +$134K +1,406 New
CMP
497
Coston McIsaac & Partners
Maine
$155K +$135K +1,411 New
NIMI
498
Natixis Investment Managers International
France
$150K -$26.2K -275 -17%
CF
499
Centaurus Financial
California
$149K +$129K +1,353 New
HNB
500
Huntington National Bank
Ohio
$139K -$47.9K -502 -28%
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