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Name Holding Trade Value Shares
Change 		Change in
Stake
AI
701
Accredited Investors
Minnesota
$503K – – –
SCP
702
Sivia Capital Partners
California
$503K +$412K +6,453 New
TNA
703
True North Advisors
Texas
$502K +$412K +6,447 New
WA
704
Wealth Architects
California
$498K +$511 +8 +0.1%
BBA
705
Baader Bank Aktiengesellschaft
Germany
$498K -$633K -9,914 -60%
ICP
706
Interchange Capital Partners
Pennsylvania
$497K -$83K -1,300 -17%
AC
707
Armistice Capital
New York
$496K +$407K +6,366 New
SAM
708
Silvercrest Asset Management
New York
$494K +$63.9K +1,000 +19%
HSA
709
HBK Sorce Advisory
Pennsylvania
$486K -$6.77K -106 -2%
FWM
710
Focused Wealth Management
New York
$486K – – –
HIS
711
Harvest Investment Services
Illinois
$485K +$398K +6,229 New
GAMC
712
Garner Asset Management Corp
Texas
$482K +$352K +5,510 New
BBA
713
BLB&B Advisors
Pennsylvania
$482K -$64.5K -1,010 -14%
SC
714
Sapient Capital
Indiana
$477K +$391K +6,126 New
FI
715
FWG Investments
Kentucky
$472K +$387K +6,055 New
DCM
716
Driehaus Capital Management
Illinois
$471K +$386K +6,044 New
JIC
717
Johnson Investment Counsel
Ohio
$470K +$6.39K +100 +2%
DI
718
DFPG Investments
Utah
$469K -$6.26K -98 -1%
OWMIAS
719
One Wealth Management Investment & Advisory Services
Florida
$469K +$384K +6,019 New
WWM
720
Western Wealth Management
Colorado
$468K +$383K +6,004 New
SB
721
Strategic Blueprint
Georgia
$467K -$8.37K -131 -2%
WP
722
WMS Partners
Maryland
$465K -$22.9K -359 -6%
RW
723
Rede Wealth
Virginia
$462K – – –
MGWM
724
Marks Group Wealth Management
Minnesota
$445K +$365K +5,710 New
KA
725
Kozak & Associates
Colorado
$440K – – –
27 28
29
30 31