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Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
526
Samalin Investment Counsel
New York
$257K +$229K +974 New
AWM
527
Accurate Wealth Management
Florida
$256K +$218K +929 New
SPFA
528
Summit Place Financial Advisors
New Jersey
$255K -$1.22M -5,203 -84%
DAM
529
Delta Asset Management
Tennessee
$254K +$470 +2 +0.2%
HWM
530
HB Wealth Management
Georgia
$250K +$223K +949 New
IAIM
531
International Assets Investment Management
Florida
$248K +$219K +932 New
EL
532
EWA LLC
Pennsylvania
$245K -$38K -162 -16%
SWM
533
SeaCrest Wealth Management
New York
$243K -$27K -115 -11%
WP
534
WealthPLAN Partners
Nebraska
$242K +$216K +918 New
MC
535
Machina Capital
France
$239K +$212K +904 New
AWM
536
Axxcess Wealth Management
California
$238K +$212K +901 New
ASN
537
Advisory Services Network
Georgia
$237K +$3.52K +15 +2%
LI
538
LVZ Inc
Michigan
$236K +$210K +896 New
RVPG
539
Relative Value Partners Group
$234K – – –
SC
540
Savant Capital
Illinois
$233K +$207K +882 New
CAG
541
Csenge Advisory Group
Florida
$231K +$206K +877 New
PVI
542
Pine Valley Investments
New Jersey
$230K +$205K +872 New
SFA
543
Sequoia Financial Advisors
Ohio
$228K -$683K -2,906 -77%
I
544
InceptionR
California
$228K -$495K -2,109 -71%
NCM
545
Next Capital Management
New York
$227K +$202K +860 New
GCM
546
Gables Capital Management
Florida
$226K – – –
WPC
547
Wedmont Private Capital
Pennsylvania
$224K +$175K +745 New
AAS
548
Avantax Advisory Services
Texas
$218K +$194K +826 New
EWM
549
Evercore Wealth Management
New York
$218K +$194K +825 New
SWP
550
Stratos Wealth Partners
Ohio
$217K +$193K +821 New
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