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Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
701
Sigma Planning Corp
Michigan
$431K -$1.82M -4,252 -82%
FB
702
Fulton Bank
Pennsylvania
$429K -$66.4K -155 -14%
PWPS
703
Pinnacle Wealth Planning Services
Ohio
$428K +$54.8K +128 +15%
CCP
704
Clough Capital Partners
Massachusetts
$428K -$78.8K -184 -16%
ECM
705
Evergreen Capital Management
Washington
$427K +$160K +373 +64%
DAM
706
Delta Asset Management
Tennessee
$426K – – –
FTUS
707
Flow Traders U.S.
New York
$425K +$406K +949 New
GI
708
GAMMA Investing
California
$423K +$115K +268 +40%
PWS
709
Precision Wealth Strategies
Missouri
$422K -$209K -487 -34%
BP
710
Ballentine Partners
Massachusetts
$422K +$126K +295 +45%
NRG
711
Nemes Rush Group
Michigan
$421K -$37.3K -87 -8%
ZB
712
Zions Bancorporation
Utah
$421K -$98.5K -230 -20%
OWA
713
One Wealth Advisors
California
$421K +$62.9K +147 +19%
IFG
714
Independent Financial Group
California
$417K -$471K -1,100 -54%
ACM
715
Alpha Capital Management
Texas
$408K -$5.14K -12 -1%
WTC
716
WhitTier Trust Company
Nevada
$407K +$243K +567 +166%
WIA
717
Wealthedge Investment Advisors
New York
$405K +$388K +906 New
EWM
718
Empirical Wealth Management
Washington
$404K +$387K +904 New
JCIA
719
Jackson Creek Investment Advisors
Colorado
$404K +$57.8K +135 +18%
CIC
720
Carnegie Investment Counsel
Ohio
$403K -$34.3K -80 -8%
RI
721
Ridgewood Investments
New Jersey
$402K – – –
OWA
722
Octavia Wealth Advisors
Ohio
$400K +$383K +895 New
BPA
723
Beacon Pointe Advisors
California
$397K -$139K -324 -27%
AIM
724
Avity Investment Management
Connecticut
$392K – – –
DAS
725
Diversify Advisory Services
Utah
$391K +$364K +851 New
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