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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
901
ABC Arbitrage
France
$722K +$722K +6,323 New
WSFS
902
Wilmington Savings Fund Society
Delaware
$722K +$22K +193 +3%
NB
903
NBH Bank
Colorado
$721K +$721K +6,317 New
FCH
904
Freestone Capital Holdings
Washington
$721K +$152K +1,335 +27%
WC
905
Whitney & Co
New York
$721K -$3.31K -29 -0.5%
WG
906
WMS Group
Louisiana
$720K -$3.77K -33 -0.5%
V
907
ViaWealth
Kansas
$717K – – –
BRWM
908
Blue Rock Wealth Management
North Carolina
$715K -$68.5K -600 -9%
LWM
909
Lakeridge Wealth Management
Ohio
$714K +$111K +969 +18%
MA
910
MCF Advisors
Kentucky
$711K +$216K +1,895 +44%
SIA
911
Soltis Investment Advisors
Utah
$706K -$10.2K -89 -1%
HSA
912
HBK Sorce Advisory
Pennsylvania
$705K +$3.42K +30 +0.6%
SIC
913
Schwartz Investment Counsel
Michigan
$702K – – –
PWMAG
914
Pinnacle Wealth Management Advisory Group
New Jersey
$701K – – –
KA
915
Kercheville Advisors
Texas
$700K -$82.2K -720 -11%
GWP
916
Gen-Wealth Partners
Michigan
$698K +$212K +1,858 +44%
DT
917
DV Trading
Illinois
$694K +$9.13K +80 +1%
NIP
918
Nicholas Investment Partners
California
$694K -$410K -3,597 -37%
GWANC
919
Guardian Wealth Advisors (North Carolina)
North Carolina
$690K +$69.8K +612 +11%
MFS
920
Miller Financial Services
Michigan
$689K +$59.3K +520 +9%
CIAS
921
Capital Investment Advisory Services
North Carolina
$688K -$5.13K -45 -0.7%
SWM
922
Segment Wealth Management
Texas
$687K +$10.8K +95 +2%
LWA
923
Lantern Wealth Advisors
New York
$679K -$91.3K -800 -12%
AG
924
Ascent Group
Virginia
$674K -$47K -412 -7%
NFG
925
Nations Financial Group
Iowa
$674K +$2.85K +25 +0.4%
35 36
37
38 39