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Name Holding Trade Value Shares
Change 		Change in
Stake
ONB
801
Old National Bancorp
Indiana
$283K -$343K -6,068 -58%
LWM
802
Laidlaw Wealth Management
New York
$283K +$5.71K +101 +2%
FFM
803
Forum Financial Management
Illinois
$283K +$848 +15 +0.3%
GPA
804
Garrison Point Advisors
California
$280K +$9.04K +160 +4%
VAS
805
Vestmark Advisory Solutions
Massachusetts
$279K -$113K -1,998 -32%
DAS
806
Dynamic Advisor Solutions
Arizona
$279K -$103K -1,819 -30%
SGA
807
Seaport Global Advisors
Massachusetts
$278K -$46.5K -823 -16%
WKSWA
808
White Knight Strategic Wealth Advisors
New Jersey
$278K -$4.52K -80 -2%
CAG
809
Csenge Advisory Group
Florida
$278K +$243K +4,300 New
DI
810
Diligent Investors
California
$274K -$147K -2,600 -38%
FFA
811
Fortune Financial Advisors
Kansas
$273K +$239K +4,220 New
MFG
812
Menard Financial Group
Texas
$272K +$238K +4,217 New
GWM
813
Geneos Wealth Management
Colorado
$272K +$39.6K +701 +20%
HWM
814
HB Wealth Management
Georgia
$271K -$6.61K -117 -3%
AF
815
Advisornet Financial
Minnesota
$271K +$6.78K +120 +3%
SWM
816
Sculati Wealth Management
Michigan
$270K -$84.8K -1,500 -26%
WP
817
WealthSource Partners
California
$269K +$236K +4,168 New
IAP
818
Indie Asset Partners
Indiana
$269K -$5.65K -100 -2%
SFC
819
Strategic Financial Concepts
Texas
$269K +$235K +4,160 New
EWM
820
Evercore Wealth Management
New York
$267K -$28.9K -511 -11%
OIA
821
Optimum Investment Advisors
Illinois
$267K +$24K +425 +11%
ASI
822
Advisory Services & Investments
Oregon
$265K +$232K +4,103 New
SMA
823
Seven Mile Advisory
New Jersey
$264K +$231K +4,092 New
SIM
824
SRS Investment Management
New York
$263K – – –
CWG
825
Cornerstone Wealth Group
North Carolina
$262K +$230K +4,062 New
31 32
33
34 35