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SHAK

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
176
Sutton Wealth Advisors
Florida
$40.7K +$11.1K +155 +29%
SWM
177
Sugarloaf Wealth Management
Georgia
$30K +$35.9K +500 New
SPIA
178
Steward Partners Investment Advisory
New York
$27K +$8.12K +113 +32%
RE
179
RBC Europe
United Kingdom
$18.6K – – –
NSIM
180
North Star Investment Management
Illinois
$18K – – –
RWA
181
Ropes Wealth Advisors
Massachusetts
$18K – – –
VFA
182
Valeo Financial Advisors
Indiana
$17K – – –
AF
183
Advisornet Financial
Minnesota
$16K – – –
AP
184
Atwood & Palmer
Missouri
$12K – – –
FDCDDQ
185
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.9K +$14.4K +200 New
GAM
186
Gemmer Asset Management
California
$11K -$216 -3 -2%
PA
187
Parallel Advisors
California
$8K – – –
PB
188
Pinnacle Bancorp
Nebraska
$8K – – –
TCOV
189
Trust Company of Vermont
Vermont
$7K -$12.1K -169 -57%
TWA
190
TCI Wealth Advisors
Arizona
$7K – – –
AAP
191
Arax Advisory Partners
Colorado
$6K +$7.19K +100 New
KPW
192
Kore Private Wealth
New York
$6K +$7.19K +100 New
HWM
193
Howard Wealth Management
Connecticut
$5K +$6.4K +89 New
APWM
194
Atlas Private Wealth Management
New York
$4K +$5.39K +75 New
GWS
195
Glassman Wealth Services
Virginia
$3K – – –
SFS
196
Sowell Financial Services
Arkansas
$3K +$1.58K +22 +88%
LWCFA
197
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K +$3.59K +50 New
SJIM
198
St. Johns Investment Management
Florida
$2K – – –
PCG
199
Private Capital Group
Connecticut
$1K -$2.8K -39 -58%
CFGS
200
Concourse Financial Group Securities
Alabama
$1K – – –
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