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Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
776
HBK Sorce Advisory
Pennsylvania
$365K +$23.6K +171 +7%
PCA
777
Personal Capital Advisors
California
$363K -$276K -2,000 -44%
SVCP
778
Silicon Valley Capital Partners
California
$362K – – –
PWMG
779
Prestige Wealth Management Group
New Jersey
$361K +$11.3K +82 +3%
SC
780
Savant Capital
Illinois
$357K – – –
DWM
781
Defined Wealth Management
Oregon
$355K – – –
VWA
782
V Wealth Advisors
Kansas
$352K +$34.3K +249 +11%
PCG
783
Private Capital Group
Connecticut
$351K -$32.7K -237 -9%
OIA
784
OneDigital Investment Advisors
Kansas
$350K +$333K +2,415 New
RWA
785
Redhawk Wealth Advisors
Minnesota
$348K +$65.5K +475 +25%
SCS
786
Syquant Capital SAS
France
$348K +$331K +2,400 New
FAIM
787
Financial Advocates Investment Management
Washington
$344K +$383K +2,778 New
JIC
788
Johnson Investment Counsel
Ohio
$342K -$46.7K -339 -13%
RA
789
RFG Advisory
Alabama
$342K -$25.2K -183 -7%
JF
790
JSF Financial
California
$341K +$23.4K +170 +8%
M
791
MOTCO
Texas
$340K +$297K +2,155 +1,128%
EI
792
Ellevest Inc
New York
$337K -$117K -846 -27%
CC
793
Courier Capital
New York
$335K – – –
AIC
794
Ameritas Investment Company
Nebraska
$333K -$1.11M -8,054 -94%
IFWM
795
Institute for Wealth Management
Colorado
$333K -$8.27K -60 -3%
SOW
796
State of Wyoming
Wyoming
$333K +$52.3K +379 +20%
BCM
797
BTC Capital Management
Iowa
$332K -$99.3K -720 -24%
RCAG
798
Rehmann Capital Advisory Group
Michigan
$324K -$5.79K -42 -2%
GA
799
Geller Advisors
New York
$322K – – –
AWM
800
Altium Wealth Management
New York
$321K -$79K -573 -21%
30 31
32
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