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Name Holding Trade Value Shares
Change 		Change in
Stake
I
826
InceptionR
California
$683K +$199K +285 +41%
MYIA
827
Mount Yale Investment Advisors
Colorado
$678K -$10.2M -14,519 -94%
PWS
828
Precision Wealth Strategies
Missouri
$678K +$4.2K +6 +0.6%
NP
829
NorthRock Partners
Minnesota
$677K +$242K +346 +55%
CCM
830
Condor Capital Management
New Jersey
$674K +$675K +965 New
NI
831
Natural Investments
California
$672K -$2.1K -3 -0.3%
PCIA
832
Prime Capital Investment Advisors
Kansas
$671K +$77.6K +111 +13%
CA
833
Cache Advisors
California
$668K +$4.2K +6 +0.6%
AF
834
Advisornet Financial
Minnesota
$666K +$65.7K +94 +11%
DAM
835
Delta Asset Management
Tennessee
$658K – – –
DCA
836
DSG Capital Advisors
Minnesota
$647K -$720K -1,029 -53%
EFI
837
EHP Funds Inc
Canada
$646K +$647K +926 New
AFP
838
Ausdal Financial Partners
Iowa
$645K +$364K +521 +129%
CIA
839
Concurrent Investment Advisors
Florida
$638K -$3.3M -4,714 -84%
FPAS
840
Focus Partners Advisor Solutions
Missouri
$636K +$50.3K +72 +8%
GSEP
841
Golden State Equity Partners
California
$628K +$380K +543 +152%
IG
842
IFS Group
Pennsylvania
$627K +$626K +895 New
CW
843
CreativeOne Wealth
Kansas
$618K -$717K -1,026 -54%
GC
844
Grimes & Company
Massachusetts
$616K +$617K +883 New
WA
845
Wasatch Advisors
Utah
$615K -$46.1K -66 -7%
AWM
846
Apollon Wealth Management
South Carolina
$614K +$90.2K +129 +17%
AWM
847
Accurate Wealth Management
Florida
$614K -$1M -1,432 -61%
CFG
848
Citizens Financial Group
Rhode Island
$612K +$35K +50 +6%
BCIM
849
British Columbia Investment Management
British Columbia, Canada
$606K +$238K +340 +64%
PNC
850
Park National Corp
Ohio
$601K +$87.4K +125 +17%
32 33
34
35 36