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Name Holding Trade Value Shares
Change 		Change in
Stake
BFEC
626
Benjamin F. Edwards & Company
Missouri
$218K – – –
IWC
627
Integrated Wealth Concepts
Massachusetts
$217K -$44.6K -360 -16%
CWS
628
Confluence Wealth Services
Pennsylvania
$217K -$4.58K -37 -2%
PA
629
Pinnacle Associates
New York
$217K +$34.3K +277 +17%
PM
630
Parametrica Management
Hong Kong
$216K +$14.1K +114 +6%
ECM
631
Estabrook Capital Management
New York
$214K – – –
PBC
632
Pavion Blue Capital
California
$214K – – –
ARC
633
Advisor Resource Council
Texas
$212K +$36.9K +298 +19%
WTA
634
Washington Trust Advisors
Massachusetts
$211K -$90.9K -734 -28%
BAM
635
Belpointe Asset Management
Nevada
$209K +$7.56K +61 +3%
HH
636
Hilltop Holdings
Texas
$208K -$39.1K -316 -15%
AC
637
Avestar Capital
New York
$206K +$25.1K +203 +13%
FFS
638
Founders Financial Securities
Maryland
$205K -$5.2K -42 -2%
WFI
639
West Family Investments
California
$205K +$225K +1,814 New
WPC
640
Wedmont Private Capital
Pennsylvania
$204K +$224K +1,807 New
DWA
641
Douglass Winthrop Advisors
New York
$203K – – –
SSA
642
Schonfeld Strategic Advisors
New York
$203K +$222K +1,790 New
CIAS
643
Capital Investment Advisory Services
North Carolina
$202K +$3.1K +25 +1%
SFG
644
Sather Financial Group
Texas
$201K – – –
ETIA
645
Epic Trust Investment Advisors
Washington
$200K +$219K +1,768 New
ZIG
646
Zullo Investment Group
Pennsylvania
$183K -$8.3K -67 -4%
AWM
647
AllSquare Wealth Management
New York
$180K – – –
BWP
648
Baldwin Wealth Partners
Massachusetts
$169K – – –
RCM
649
Raleigh Capital Management
North Carolina
$169K +$33.8K +273 +22%
UB
650
UMB Bank
Missouri
$166K -$2.48K -20 -1%
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