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Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
726
Principle Wealth Partners
Connecticut
$542K – – –
IFG
727
Independent Financial Group
California
$541K -$6.18K -29 -1%
EWA
728
EverSource Wealth Advisors
Alabama
$541K -$179K -841 -24%
BTWM
729
Baker Tilly Wealth Management
Wisconsin
$541K -$47.9K -225 -8%
AC
730
Avestar Capital
New York
$539K -$3.62K -17 -0.6%
SWM
731
Salvus Wealth Management
New Jersey
$537K -$470K -2,207 -45%
GCP
732
GSA Capital Partners
United Kingdom
$536K -$140K -656 -20%
TCBWMS
733
Texas Capital Bank Wealth Management Services
Texas
$536K -$94.4K -443 -14%
MIC
734
Meridian Investment Counsel
California
$529K – – –
AWA
735
Arkadios Wealth Advisors
Georgia
$528K -$78.4K -368 -12%
MWM
736
Mission Wealth Management
California
$523K +$259K +1,217 +88%
SWM
737
SeaCrest Wealth Management
New York
$520K -$49.9K -234 -8%
KIA
738
KCM Investment Advisors
California
$517K -$44.7K -210 -8%
AIP
739
Ameritas Investment Partners
Nebraska
$516K -$23.7K -111 -4%
MSFS
740
Main Street Financial Solutions
Pennsylvania
$515K +$544K +2,553 New
NSIM
741
North Star Investment Management
Illinois
$514K -$426 -2 -0.1%
KCP
742
Kera Capital Partners
California
$514K -$32K -150 -6%
HT
743
Headlands Technologies
Illinois
$511K +$540K +2,535 New
MAM
744
Martingale Asset Management
Massachusetts
$509K +$134K +630 +33%
ONB
745
Old National Bancorp
Indiana
$506K -$419K -1,967 -44%
WSC
746
Wellington Shields & Co
New York
$504K – – –
DWM
747
Diversify Wealth Management
Utah
$503K -$20K -94 -4%
DAS
748
Diversify Advisory Services
Utah
$503K +$516K +2,421 New
MA
749
MONECO Advisors
Connecticut
$502K -$68.8K -323 -11%
FAL
750
Focused Alpha LLC
Colorado
$500K +$1.71K +8 +0.3%
28 29
30
31 32