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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
551
Saturna Capital
Washington
$1.3M – – –
LCM
552
Logan Capital Management
Pennsylvania
$1.3M +$1.37M +6,449 New
1WA
553
180 Wealth Advisors
Washington
$1.29M +$191K +898 +16%
FT
554
Fiduciary Trust
Massachusetts
$1.29M +$117K +548 +9%
LWM
555
Lyell Wealth Management
California
$1.28M -$2.13K -10 -0.2%
ST
556
Smithfield Trust
Pennsylvania
$1.27M – – –
BRWA
557
B. Riley Wealth Advisors
Florida
$1.25M -$152K -714 -10%
TSS
558
Two Sigma Securities
New York
$1.24M +$1.31M +6,156 New
MFG
559
Merit Financial Group
Georgia
$1.24M +$141K +663 +12%
IWC
560
Integrated Wealth Concepts
Massachusetts
$1.22M +$274K +1,284 +27%
IWM
561
Iams Wealth Management
Nebraska
$1.22M +$73.1K +343 +6%
PA
562
Parallel Advisors
California
$1.21M +$34.5K +162 +3%
AIM
563
Advyzon Investment Management
Illinois
$1.21M +$149K +697 +13%
PWM
564
Power Wealth Management
Georgia
$1.18M -$463K -2,175 -27%
SC
565
Stance Capital
Massachusetts
$1.18M +$1.25M +5,858 New
HP
566
Havemeyer Place
Connecticut
$1.17M -$5M -23,479 -80%
PFM
567
Potomac Fund Management
Florida
$1.17M +$20.9K +98 +2%
CC
568
Centiva Capital
New York
$1.17M +$1.23M +5,791 New
PAG
569
Private Advisor Group
New Jersey
$1.17M -$1.36M -6,377 -52%
SC
570
Shay Capital
New York
$1.16M +$1.23M +5,750 New
AWMS
571
Advocacy Wealth Management Services
Georgia
$1.16M +$11.9K +56 +1%
WI
572
WBI Investments
New Jersey
$1.14M +$917K +4,303 +314%
CCM
573
Coldstream Capital Management
Washington
$1.14M -$154K -722 -11%
EB
574
Emprise Bank
Kansas
$1.13M -$13.6K -64 -1%
FTWA
575
Fifth Third Wealth Advisors
Ohio
$1.13M +$92.9K +436 +8%
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