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Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
351
Kestra Private Wealth Services
Texas
$334K -$56.5K -2,790 -14%
VFA
352
Valeo Financial Advisors
Indiana
$332K +$304 +15 +0.1%
FIA
353
FNY Investment Advisers
New York
$330K +$344K +17,000 New
SRC
354
Sage Rhino Capital
California
$326K +$10.6K +525 +3%
AP
355
Americana Partners
Texas
$325K +$339K +16,735 New
CGL
356
Clarius Group LLC
Washington
$323K +$13K +640 +4%
9WM
357
9258 Wealth Management
Ohio
$321K – – –
IC
358
Intersect Capital
California
$316K -$25.8K -1,275 -7%
KWA
359
KCS Wealth Advisory
California
$312K -$19.6K -965 -6%
HI
360
Harbour Investments
Wisconsin
$310K -$8.71K -430 -3%
LC
361
Lindbrook Capital
California
$301K -$4.86K -240 -2%
GII
362
Gryphon International Investment
Ontario, Canada
$300K – – –
PWPS
363
Pinnacle Wealth Planning Services
Ohio
$300K +$8.21K +405 +3%
BIC
364
Beach Investment Counsel
Pennsylvania
$294K +$306K +15,125 New
RCA
365
Resonant Capital Advisors
Wisconsin
$292K -$104K -5,135 -26%
CG
366
Cutler Group
California
$292K +$104K +5,135 +52%
WI
367
WrapManager Inc
California
$290K +$69.8K +3,445 +30%
KPW
368
Kore Private Wealth
New York
$280K +$40.2K +1,985 +16%
AIM
369
Anchor Investment Management
South Carolina
$280K – – –
ED
370
Exane Derivatives
France
$279K +$182K +9,000 +205%
AAS
371
Avantax Advisory Services
Texas
$279K +$36K +1,775 +14%
BWP
372
BSW Wealth Partners
Colorado
$278K +$30.8K +1,520 +12%
SW
373
SkyOak Wealth
Michigan
$277K – – –
CAN
374
Cetera Advisor Networks
California
$276K +$288K +14,220 New
RJT
375
Raymond James Trust
Florida
$271K +$4.76K +235 +2%
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