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Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
801
Harvest Fund Management
China
$284K +$90.6K +1,602 +57%
NFG
802
Nations Financial Group
Iowa
$284K +$8.48K +150 +4%
ONB
803
Old National Bancorp
Indiana
$283K -$343K -6,068 -58%
LWM
804
Laidlaw Wealth Management
New York
$283K +$5.71K +101 +2%
FFM
805
Forum Financial Management
Illinois
$283K +$848 +15 +0.3%
GPA
806
Garrison Point Advisors
California
$280K +$9.04K +160 +4%
VAS
807
Vestmark Advisory Solutions
Massachusetts
$279K -$113K -1,998 -32%
DAS
808
Dynamic Advisor Solutions
Arizona
$279K -$103K -1,819 -30%
SGA
809
Seaport Global Advisors
Massachusetts
$278K -$46.5K -823 -16%
WKSWA
810
White Knight Strategic Wealth Advisors
New Jersey
$278K -$4.52K -80 -2%
CAG
811
Csenge Advisory Group
Florida
$278K +$243K +4,300 New
DI
812
Diligent Investors
California
$274K -$147K -2,600 -38%
FFA
813
Fortune Financial Advisors
Kansas
$273K +$239K +4,220 New
MFG
814
Menard Financial Group
Texas
$272K +$238K +4,217 New
GWM
815
Geneos Wealth Management
Colorado
$272K +$39.6K +701 +20%
HWM
816
HB Wealth Management
Georgia
$271K -$6.61K -117 -3%
AF
817
Advisornet Financial
Minnesota
$271K +$6.78K +120 +3%
SWM
818
Sculati Wealth Management
Michigan
$270K -$84.8K -1,500 -26%
WP
819
WealthSource Partners
California
$269K +$236K +4,168 New
IAP
820
Indie Asset Partners
Indiana
$269K -$5.65K -100 -2%
SFC
821
Strategic Financial Concepts
Texas
$269K +$235K +4,160 New
EWM
822
Evercore Wealth Management
New York
$267K -$28.9K -511 -11%
OIA
823
Optimum Investment Advisors
Illinois
$267K +$24K +425 +11%
ASI
824
Advisory Services & Investments
Oregon
$265K +$232K +4,103 New
SMA
825
Seven Mile Advisory
New Jersey
$264K +$231K +4,092 New
31 32
33
34 35