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Name Holding Trade Value Shares
Change 		Change in
Stake
NFSG
401
Newbridge Financial Services Group
Florida
$936K -$1.71K -50 -0.2%
WA
402
WP Advisors
California
$936K -$227K -6,638 -20%
HCA
403
Harbor Capital Advisors
Illinois
$936K -$19.8K -580 -2%
SPIA
404
Steward Partners Investment Advisory
New York
$931K +$352K +10,306 +62%
CSPIA
405
Cary Street Partners Investment Advisory
Virginia
$930K -$296K -8,662 -24%
JWM
406
Jeppson Wealth Management
California
$929K -$3.65K -107 -0.4%
FA
407
FDx Advisors
Illinois
$923K -$76.6K -2,242 -8%
SA
408
Strategic Advisors
New York
$921K +$137 +4 +0%
CQS
409
Credential Qtrade Securities
$917K -$64.3K -1,884 -7%
RIA
410
Regal Investment Advisors
Michigan
$917K -$162K -4,749 -15%
BONST
411
Bank of Nova Scotia Trust
Ontario, Canada
$915K +$34.7K +1,017 +4%
SI
412
Stephens Inc
Arkansas
$908K -$260K -7,612 -23%
LA
413
LBP AM
France
$897K +$883K +25,863 New
AF
414
Apexium Financial
Texas
$895K – – –
KLC
415
Knowledge Leaders Capital
Colorado
$895K +$485K +14,218 +123%
IFG
416
Independent Financial Group
California
$888K +$336K +9,838 +63%
CM
417
Caption Management
Oklahoma
$885K +$188K +5,500 +28%
SCA
418
Sassicaia Capital Advisers
New York
$885K +$871K +25,500 New
RAM
419
Readystate Asset Management
Illinois
$866K +$852K +24,958 New
KPWS
420
Kestra Private Wealth Services
Texas
$865K -$177K -5,183 -17%
GCAC
421
Guardian Capital Advisors (Canada)
Ontario, Canada
$856K -$189K -5,540 -19%
WI
422
Wahed Invest
New York
$852K +$96K +2,810 +13%
LAI
423
Legal Advantage Investments
California
$847K – – –
BWAM
424
Boyd Watterson Asset Management
Ohio
$846K +$832K +24,364 New
MCM
425
MAI Capital Management
Ohio
$846K -$44.7K -1,308 -5%
15 16
17
18 19