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Name Holding Trade Value Shares
Change 		Change in
Stake
ARC
826
Advisor Resource Council
Texas
$315K +$306K +2,344 New
LOAMS
827
Lombard Odier Asset Management (Switzerland)
Switzerland
$315K +$306K +2,345 New
PG
828
Pendal Group
Australia
$314K -$253K -1,938 -45%
IFWM
829
Institute for Wealth Management
Colorado
$314K +$6.52K +50 +2%
MA
830
MBA Advisors
Pennsylvania
$313K +$391 +3 +0.1%
GRP
831
Global Retirement Partners
California
$313K +$4.44K +34 +1%
PTP
832
Platform Technology Partners
New York
$313K +$65.2K +500 +27%
SCM
833
Stevens Capital Management
Pennsylvania
$308K +$299K +2,288 New
LS
834
Leelyn Smith
Illinois
$306K +$149K +1,140 +100%
BWM
835
Bulltick Wealth Management
Florida
$304K +$295K +2,260 New
PCP
836
Proficio Capital Partners
Massachusetts
$304K +$50.4K +386 +21%
OPS
837
Orion Portfolio Solutions
Nebraska
$301K -$16.8K -129 -5%
ATC
838
Argent Trust Co
Tennessee
$299K -$5.09K -39 -2%
SAM
839
S.A. Mason
Michigan
$298K – – –
XSC
840
X-Square Capital
Puerto Rico
$292K +$16.8K +129 +6%
IGWM
841
ICA Group Wealth Management
Colorado
$289K +$46.3K +355 +22%
CG
842
Cutler Group
California
$287K -$785K -6,015 -74%
AC
843
Apogem Capital
New York
$285K +$277K +2,121 New
TC
844
Telemus Capital
Michigan
$283K +$41.5K +318 +18%
STA
845
Summit Trail Advisors
New York
$281K +$273K +2,091 New
RCAG
846
Rehmann Capital Advisory Group
Michigan
$281K +$7.05K +54 +3%
NP
847
NorthRock Partners
Minnesota
$280K +$26.9K +206 +11%
PCA
848
Personal Capital Advisors
California
$279K -$3.91K -30 -1%
GIA
849
Guyasuta Investment Advisors
Pennsylvania
$278K -$8.35K -64 -3%
DAS
850
Dynamic Advisor Solutions
Arizona
$276K +$18.9K +145 +8%
32 33
34
35 36