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Name Holding Trade Value Shares
Change 		Change in
Stake
SEA
851
Stegent Equity Advisors
Texas
$353K – – –
WW
852
Westshore Wealth
California
$352K +$361K +2,516 New
IIM
853
Intact Investment Management
Quebec, Canada
$350K -$460K -3,200 -56%
IFO
854
Independent Family Office
New York
$350K – – –
SVCP
855
Silicon Valley Capital Partners
California
$350K – – –
STA
856
Summit Trail Advisors
New York
$345K +$5.03K +35 +1%
IWM
857
IHT Wealth Management
Illinois
$344K -$2.87K -20 -0.8%
ECM
858
Evergreen Capital Management
Washington
$344K -$14.5K -101 -4%
CPA
859
Capital Planning Advisors
California
$342K -$70.7K -492 -17%
DGAM
860
Desjardins Global Asset Management
Quebec, Canada
$341K -$3.02M -21,015 -90%
BEI
861
Benjamin Edwards Inc
Missouri
$340K – – –
LNC
862
Lincoln National Corp
Pennsylvania
$338K +$120K +835 +53%
CMBA
863
C.M. Bidwell & Associates
Hawaii
$337K -$1.44K -10 -0.4%
EWA
864
EP Wealth Advisors
California
$333K +$342K +2,379 New
CCWM
865
Cassaday & Co Wealth Management
Virginia
$333K +$341K +2,376 New
GRP
866
Global Retirement Partners
California
$332K -$7.76K -54 -2%
CC
867
Callan Capital
California
$326K – – –
MA
868
MBA Advisors
Pennsylvania
$326K – – –
SC
869
Solstein Capital
California
$325K -$98K -682 -23%
IFWM
870
Institute for Wealth Management
Colorado
$324K -$2.73K -19 -0.8%
CFP
871
Catalyst Financial Partners
Massachusetts
$324K +$332K +2,312 New
FA
872
FDx Advisors
Illinois
$319K -$117K -815 -26%
QT
873
Quantamental Technologies
New York
$319K +$327K +2,278 New
DWP
874
Destiny Wealth Partners
Florida
$319K +$144 +1 +0%
EWM
875
EPG Wealth Management
Georgia
$319K -$3.02K -21 -0.9%
33 34
35
36 37