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Name Holding Trade Value Shares
Change 		Change in
Stake
CAIMH
701
Central Asset Investments & Management Holdings
Hong Kong
$280K +$258K +1,590 New
CCA
702
Column Capital Advisors
Indiana
$278K – – –
IWP
703
Icon Wealth Partners
Texas
$278K -$70.9K -436 -22%
CA
704
Cornerstone Advisory
Maryland
$277K -$4.71K -29 -2%
CA
705
Clearstead Advisors
Ohio
$275K +$18.9K +116 +8%
VWA
706
Visionary Wealth Advisors
Illinois
$271K +$11.4K +70 +5%
AWS
707
AJ Wealth Strategies
New York
$269K +$249K +1,531 New
SBIA
708
Sheaff Brock Investment Advisors
Indiana
$268K – – –
ST
709
Sentinel Trust
Texas
$266K – – –
GC
710
Garde Capital
Washington
$262K +$23.7K +146 +11%
CS
711
Comerica Securities
Michigan
$261K +$18.4K +113 +8%
ARC
712
Advisor Resource Council
Texas
$258K +$238K +1,465 New
AAS
713
Ameritas Advisory Services
Nebraska
$258K -$110K -678 -31%
BFA
714
BMS Financial Advisors
South Dakota
$256K -$49.6K -305 -17%
IAN
715
Integrated Advisors Network
Texas
$254K +$235K +1,445 New
FP
716
Financial Perspectives
Minnesota
$253K +$13.7K +84 +6%
RGI
717
River Global Investors
United Kingdom
$250K +$231K +1,420 New
PI
718
PFG Investments
New York
$248K +$1.95K +12 +0.9%
BFG
719
Beacon Financial Group
Texas
$247K -$23.6K -145 -9%
RMC
720
Regis Management Company
California
$247K – – –
BFS
721
Bard Financial Services
Connecticut
$246K -$12.2K -75 -5%
BAM
722
Bosun Asset Management
Illinois
$246K +$228K +1,400 New
PCS
723
Personal CFO Solutions
New Jersey
$246K +$16.1K +99 +8%
WWM
724
Wolff Wiese Magana
California
$245K -$1.14K -7 -0.5%
AF
725
Alerus Financial
North Dakota
$245K -$106K -650 -32%
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