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Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
526
Cypress Wealth Services
California
$1.8M -$22.5K -150 -1%
BF
527
BOK Financial
Oklahoma
$1.8M +$1.99M +13,270 New
BCI
528
Brinker Capital Investments
Pennsylvania
$1.77M – – –
CC
529
Centiva Capital
New York
$1.74M +$1.92M +12,840 New
SW
530
SkyOak Wealth
Michigan
$1.7M -$375K -2,500 -17%
AAM
531
Arabesque Asset Management
United Kingdom
$1.69M +$1.87M +12,490 New
BIA
532
Biondo Investment Advisors
Pennsylvania
$1.69M +$1.87M +12,460 New
BA
533
Bristlecone Advisors
Washington
$1.67M -$91.4K -610 -5%
OPW
534
Oxler Private Wealth
New York
$1.66M – – –
HIIFS
535
Harel Insurance Investments & Financial Services
Israel
$1.64M -$1.02M -6,780 -36%
HSA
536
HBK Sorce Advisory
Pennsylvania
$1.64M -$88.4K -590 -5%
HHGA
537
Halbert Hargrove Global Advisors
California
$1.63M – – –
SM
538
SG3 Management
Puerto Rico
$1.63M +$1.8M +12,000 New
MIM
539
Moseley Investment Management
Florida
$1.63M -$5.99K -40 -0.3%
TI
540
Tidal Investments
Wisconsin
$1.62M -$130K -870 -7%
LNWWM
541
Laird Norton Wetherby Wealth Management
California
$1.61M +$420K +2,800 +31%
RIA
542
Realta Investment Advisors
Delaware
$1.6M -$40.5K -270 -2%
BCM
543
Brookstone Capital Management
Illinois
$1.56M +$895K +5,970 +115%
CIM
544
Confluence Investment Management
Missouri
$1.56M -$10.5K -70 -0.6%
EPA
545
Element Pointe Advisors
Florida
$1.55M -$5.99K -40 -0.3%
AFC
546
AFT Forsyth & Company
Florida
$1.55M +$127K +850 +8%
VCM
547
Virtue Capital Management
Tennessee
$1.55M -$62.9K -420 -4%
AIC
548
Ameritas Investment Company
Nebraska
$1.54M +$280K +1,870 +20%
WIC
549
Whitegate Investment Counselors
New Hampshire
$1.54M -$5.99K -40 -0.4%
JSL
550
JT Stratford LLC
Georgia
$1.52M +$18K +120 +1%
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