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Name Holding Trade Value Shares
Change 		Change in
Stake
SQA
476
Simon Quick Advisors
New Jersey
$235K +$216K +11,094 New
KCM
477
Kathmere Capital Management
Pennsylvania
$234K +$216K +11,072 New
CAG
478
Crestwood Advisors Group
Massachusetts
$234K +$215K +11,050 New
CW
479
CreativeOne Wealth
Kansas
$233K +$12.4K +638 +6%
AWM
480
Axxcess Wealth Management
California
$232K -$16.2K -834 -7%
CCC
481
Chesapeake Capital Corp
Florida
$232K -$32.6K -1,674 -13%
TI
482
Tidal Investments
Wisconsin
$232K -$32.6K -1,674 -13%
KWM
483
Kolinsky Wealth Management
New Jersey
$231K +$5.53K +284 +3%
ASN
484
Advisory Services Network
Georgia
$231K +$213K +10,914 New
IAA
485
Independent Advisor Alliance
North Carolina
$228K +$210K +10,785 New
FCI
486
Financial Counselors Inc
Kansas
$228K +$5.59K +287 +3%
EWA
487
EverSource Wealth Advisors
Alabama
$228K +$5.73K +294 +3%
BTWM
488
Baker Tilly Wealth Management
Wisconsin
$228K -$2.77K -142 -1%
SMA
489
Seven Mile Advisory
New Jersey
$227K +$209K +10,746 New
DT
490
Diversified Trust
Tennessee
$227K +$2.73K +140 +1%
BHC
491
Bowen Hanes & Co
Florida
$226K – – –
FPAS
492
Focus Partners Advisor Solutions
Missouri
$224K +$206K +10,570 New
MHC
493
Meyer Handelman Company
New York
$221K – – –
RWB
494
RMR Wealth Builders
New Jersey
$220K +$643 +33 +0.3%
AP
495
Adero Partners
California
$219K +$202K +10,373 New
AT
496
Arlington Trust
Alabama
$215K – – –
DWM
497
Drive Wealth Management
Utah
$212K -$6.93K -356 -3%
FIA
498
FNY Investment Advisers
New York
$211K +$195K +10,000 New
JCM
499
Jacobi Capital Management
Pennsylvania
$206K +$190K +9,750 New
SCTC
500
Sanibel Captiva Trust Company
Florida
$206K +$190K +9,730 New
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