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Name Holding Trade Value Shares
Change 		Change in
Stake
SI
651
Stephens Inc
Arkansas
$935K -$156K -1,270 -17%
RWM
652
Ritholtz Wealth Management
New York
$932K +$88.7K +720 +13%
AC
653
Abbrea Capital
California
$931K -$37K -300 -4%
HAS
654
HBW Advisory Services
California
$931K +$17.3K +140 +2%
LSAG
655
Lake Street Advisors Group
New Hampshire
$931K +$128K +1,040 +20%
LWAC
656
Laurel Wealth Advisors (California)
California
$929K +$97.3K +790 +14%
LCM
657
Landscape Capital Management
New Jersey
$920K – – –
IAIM
658
International Assets Investment Management
Florida
$909K +$430K +3,490 +128%
VAS
659
Vestmark Advisory Solutions
Massachusetts
$907K +$18.5K +150 +2%
ANRIA
660
American National Registered Investment Advisor
Texas
$901K -$7.39K -60 -1%
ACI
661
Alpha Cubed Investments
California
$894K -$142K -1,150 -16%
EWA
662
Exencial Wealth Advisors
Oklahoma
$893K +$32K +260 +4%
BBA
663
BLB&B Advisors
Pennsylvania
$891K – – –
JWM
664
JFG Wealth Management
Colorado
$891K +$12.3K +100 +2%
SWM
665
Sculati Wealth Management
Michigan
$891K +$12.3K +100 +2%
NW
666
NewEdge Wealth
Pennsylvania
$888K -$60.4K -490 -7%
CCP
667
Cardan Capital Partners
Colorado
$884K -$30.8K -250 -4%
AC
668
Avestar Capital
New York
$884K +$271K +2,200 +57%
LWAM
669
Legacy Wealth Asset Management
Minnesota
$880K -$116K -940 -14%
PGWM
670
Parisi Gray Wealth Management
New Jersey
$872K +$37K +300 +5%
VA
671
Valmark Advisers
Ohio
$871K -$91.2K -740 -11%
LWM
672
Laidlaw Wealth Management
New York
$866K +$121K +980 +20%
LW
673
Linscomb Wealth
Texas
$865K -$212K -1,720 -23%
GCAC
674
Guardian Capital Advisors (Canada)
Ontario, Canada
$857K +$12.3K +100 +2%
PWPS
675
Pinnacle Wealth Planning Services
Ohio
$857K +$73.9K +600 +11%
25 26
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