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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
401
Claret Asset Management
Quebec, Canada
$102K +$1.9K +31 +2%
MWM
402
Mission Wealth Management
California
$102K +$37.3K +607 +61%
SFA
403
Spectrum Financial Alliance
Kentucky
$102K +$98.5K +1,605 New
GCA
404
Genesee Capital Advisors
New York
$100K -$15.2K -248 -14%
FFA
405
Founders Financial Alliance
North Carolina
$100K – – –
SW
406
SteelPeak Wealth
California
$100K – – –
IA
407
IndexIQ Advisors
New York
$100K +$46.9K +764 +96%
CSPIA
408
Cary Street Partners Investment Advisory
Virginia
$100K +$96.2K +1,566 New
VWA
409
V Wealth Advisors
Kansas
$100K +$96.8K +1,577 New
SSB
410
Sandy Spring Bank
Maryland
$99K -$15K -245 -14%
BWA
411
BDO Wealth Advisors
Florida
$99K – – –
CCMD
412
Cypress Capital Management (Delaware)
Delaware
$99K +$95.5K +1,555 New
RA
413
Rational Advisors
New York
$98K +$93.9K +1,529 +10,921%
LDFR
414
Lehman & Derafelo Financial Resources
Pennsylvania
$97K – – –
BFS
415
Bard Financial Services
Connecticut
$97K +$93.2K +1,518 New
HW
416
Hancock Whitney
Mississippi
$96K – – –
JIC
417
Johnson Investment Counsel
Ohio
$96K – – –
BMCM
418
Bryn Mawr Capital Management
Pennsylvania
$95K – – –
IWC
419
Integrated Wealth Concepts
Massachusetts
$95K – – –
FHA
420
Flagship Harbor Advisors
Massachusetts
$95K +$3.68K +60 +4%
WG
421
Winton Group
United Kingdom
$95K +$91.7K +1,494 New
PCS
422
Personal CFO Solutions
New Jersey
$95K +$91.8K +1,495 New
CFB
423
Cullen/Frost Bankers
Texas
$94K – – –
FFG
424
Frisch Financial Group
New York
$94K +$246 +4 +0.3%
PAS
425
Park Avenue Securities
New York
$94K +$3.87K +63 +4%
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17
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