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Name Holding Trade Value Shares
Change 		Change in
Stake
ECG
576
Edge Capital Group
Georgia
$707K -$214K -1,106 -20%
IA
577
IFP Advisors
Florida
$701K +$487K +2,511 +137%
KA
578
Kovack Advisors
Florida
$690K -$79.5K -410 -9%
MNBTD
579
Moody National Bank Trust Division
Texas
$688K +$6.21K +32 +0.8%
H
580
HoyleCohen
California
$686K +$26.2K +135 +3%
WR
581
WD Rutherford
Oregon
$683K +$819K +4,225 New
PI
582
PFG Investments
New York
$680K +$439K +2,265 +117%
CRCM
583
Crystal Rock Capital Management
Illinois
$679K – – –
AL
584
Aspiriant LLC
California
$677K +$6.98K +36 +0.9%
VCP
585
Verus Capital Partners
Arizona
$661K -$10.5K -54 -1%
VAS
586
Vestmark Advisory Solutions
Massachusetts
$651K +$582 +3 +0.1%
NERM
587
New England Research & Management
Illinois
$650K +$780K +4,025 New
FA
588
Fountainhead AM
New Jersey
$648K +$778K +4,010 New
AC
589
Avestar Capital
New York
$647K +$58.4K +301 +8%
UM
590
UniSuper Management
Australia
$646K +$388K +2,000 +100%
GCM
591
Glaxis Capital Management
Florida
$646K +$776K +4,000 New
ARG
592
Advisory Resource Group
Oklahoma
$646K -$360K -1,856 -32%
SP
593
Stablepoint Partners
Massachusetts
$645K +$214K +1,104 +38%
AFC
594
AFT Forsyth & Company
Florida
$645K +$122K +630 +19%
NPT
595
National Philanthropic Trust
Pennsylvania
$641K +$769K +3,965 New
IAS
596
Insigneo Advisory Services
Florida
$640K +$173K +890 +29%
BOH
597
Bank of Hawaii
Hawaii
$639K +$767K +3,954 New
LA
598
LBP AM
France
$638K -$3.17M -16,328 -81%
SFA
599
Sequoia Financial Advisors
Ohio
$636K -$141K -725 -16%
TWM
600
Tradition Wealth Management
Minnesota
$630K +$201K +1,036 +36%
22 23
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