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Name Holding Trade Value Shares
Change 		Change in
Stake
IP
601
Intellectus Partners
California
$576K +$89.3K +605 +17%
TGAM
602
TBH Global Asset Management
Tennessee
$575K +$339K +2,297 +117%
SW
603
SkyOak Wealth
Michigan
$575K +$148K +1,000 +31%
SCP
604
Sender Company & Partners
New York
$573K -$265K -1,793 -30%
FA
605
Fountainhead AM
New Jersey
$573K +$34.3K +232 +6%
WWM
606
Whalen Wealth Management
Nevada
$568K +$621K +4,207 New
CRCM
607
Crystal Rock Capital Management
Illinois
$567K – – –
PA
608
Procyon Advisors
Connecticut
$564K -$62.8K -425 -9%
AL
609
Aspiriant LLC
California
$561K -$5.17K -35 -0.8%
RIM
610
Rakuten Investment Management
Japan
$554K +$253K +1,715 +71%
OF
611
Outfitter Financial
Maine
$553K +$145K +980 +32%
SFA
612
Sequoia Financial Advisors
Ohio
$551K +$21.9K +148 +4%
AC
613
Avestar Capital
New York
$542K +$443 +3 +0.1%
ACP
614
Aviance Capital Partners
Florida
$540K -$369K -2,500 -38%
AGWCA
615
Annis Gardner Whiting Capital Advisors
Florida
$540K +$95.3K +645 +19%
HA
616
Harbor Advisors
Florida
$540K +$148K +1,000 +33%
ECM
617
EMC Capital Management
Texas
$540K +$502K +3,400 +850%
CAM
618
Creekmur Asset Management
Illinois
$540K -$142K -961 -19%
WHG
619
Westwood Holdings Group
Texas
$537K +$587K +3,977 New
AAS
620
Ameritas Advisory Services
Nebraska
$537K +$62.3K +422 +12%
CPIG
621
Chicago Partners Investment Group
Illinois
$537K +$270K +1,830 +78%
VA
622
Vident Advisory
Georgia
$536K +$223K +1,512 +62%
LAM
623
Lewis Asset Management
California
$530K +$170K +1,150 +41%
HWMO
624
Heritage Wealth Management (Ohio)
Ohio
$530K +$547K +3,705 New
ECM
625
Element Capital Management
New York
$527K -$337K -2,285 -37%
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