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Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
601
International Assets Investment Management
Florida
$578K +$251K +1,701 +66%
IP
602
Intellectus Partners
California
$576K +$89.3K +605 +17%
TGAM
603
TBH Global Asset Management
Tennessee
$575K +$339K +2,297 +117%
SW
604
SkyOak Wealth
Michigan
$575K +$148K +1,000 +31%
SCP
605
Sender Company & Partners
New York
$573K -$265K -1,793 -30%
FA
606
Fountainhead AM
New Jersey
$573K +$34.3K +232 +6%
WWM
607
Whalen Wealth Management
Nevada
$568K +$621K +4,207 New
CRCM
608
Crystal Rock Capital Management
Illinois
$567K – – –
PA
609
Procyon Advisors
Connecticut
$564K -$62.8K -425 -9%
AL
610
Aspiriant LLC
California
$561K -$5.17K -35 -0.8%
RIM
611
Rakuten Investment Management
Japan
$554K +$253K +1,715 +71%
OF
612
Outfitter Financial
Maine
$553K +$145K +980 +32%
SFA
613
Sequoia Financial Advisors
Ohio
$551K +$21.9K +148 +4%
AC
614
Avestar Capital
New York
$542K +$443 +3 +0.1%
ACP
615
Aviance Capital Partners
Florida
$540K -$369K -2,500 -38%
AGWCA
616
Annis Gardner Whiting Capital Advisors
Florida
$540K +$95.3K +645 +19%
HA
617
Harbor Advisors
Florida
$540K +$148K +1,000 +33%
ECM
618
EMC Capital Management
Texas
$540K +$502K +3,400 +850%
CAM
619
Creekmur Asset Management
Illinois
$540K -$142K -961 -19%
WHG
620
Westwood Holdings Group
Texas
$537K +$587K +3,977 New
AAS
621
Ameritas Advisory Services
Nebraska
$537K +$62.3K +422 +12%
CPIG
622
Chicago Partners Investment Group
Illinois
$537K +$270K +1,830 +78%
VA
623
Vident Advisory
Georgia
$536K +$223K +1,512 +62%
LAM
624
Lewis Asset Management
California
$530K +$170K +1,150 +41%
HWMO
625
Heritage Wealth Management (Ohio)
Ohio
$530K +$547K +3,705 New
23 24
25
26 27