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Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
776
International Assets Investment Management
Florida
$476K +$15.6K +28 +3%
NCM
777
Next Capital Management
New York
$473K – – –
LI
778
LRI Investments
Florida
$473K +$42.5K +76 +10%
SAG
779
SageView Advisory Group
California
$470K +$478K +855 New
GCM
780
Gables Capital Management
Florida
$470K – – –
CAG
781
Csenge Advisory Group
Florida
$470K +$27.4K +49 +6%
AWA
782
Arete Wealth Advisors
Illinois
$462K +$126K +225 +37%
AA
783
Auxano Advisors
Washington
$457K +$1.68K +3 +0.4%
LBWM
784
Left Brain Wealth Management
Illinois
$452K -$201K -360 -30%
AIM
785
Avity Investment Management
Connecticut
$452K -$30.7K -55 -6%
USCWA
786
U.S. Capital Wealth Advisors
Texas
$450K +$58.1K +104 +15%
SFI
787
Siemens Fonds Invest
Germany
$449K +$456K +816 New
RI
788
Ridgewood Investments
New Jersey
$444K -$50.9K -91 -10%
WANY
789
Wealthspire Advisors (New York)
New York
$441K -$35.2K -63 -7%
NFSG
790
Newbridge Financial Services Group
Florida
$440K -$146K -262 -25%
TAA
791
TB Alternative Assets
Cayman Islands
$440K +$447K +800 New
GWM
792
Geneos Wealth Management
Colorado
$435K +$220K +394 +99%
PWG
793
Portside Wealth Group
Utah
$429K +$55.3K +99 +15%
DAS
794
Diversify Advisory Services
Utah
$423K -$65.9K -118 -14%
WA
795
Wealth Alliance
New York
$417K -$18.4K -33 -4%
SI
796
Stonekeep Investments
New Mexico
$416K -$14K -25 -3%
WP
797
WealthPLAN Partners
Nebraska
$414K – – –
FDS
798
First Dallas Securities
Texas
$411K +$418K +748 New
PNC
799
Park National Corp
Ohio
$411K -$25.7K -46 -6%
LI
800
LVZ Inc
Michigan
$410K -$170K -305 -29%
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