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Name Holding Trade Value Shares
Change 		Change in
Stake
YLHM
1176
Yelin Lapidot Holdings Management
Israel
$356K +$128K +561 +53%
EFS
1177
Essex Financial Services
Connecticut
$354K +$26.4K +116 +8%
AA
1178
Alta Advisers
United Kingdom
$353K – – –
GCP
1179
GSA Capital Partners
United Kingdom
$353K +$364K +1,601 New
HFP
1180
Holistic Financial Partners
Indiana
$353K -$32.7K -144 -8%
CWP
1181
Cyndeo Wealth Partners
Florida
$352K +$7.28K +32 +2%
RWPA
1182
Richard W. Paul & Associates
Michigan
$351K -$15.5K -68 -4%
PCI
1183
Planning Center Inc
Illinois
$349K – – –
BWP
1184
Balboa Wealth Partners
Arizona
$349K +$89.6K +394 +33%
PCS
1185
Personal CFO Solutions
New Jersey
$349K +$103K +455 +40%
EWM
1186
Evermay Wealth Management
Virginia
$349K +$139K +610 +63%
B
1187
Bellecapital
Switzerland
$349K – – –
MPWT
1188
MassMutual Private Wealth & Trust
Connecticut
$348K -$4.09K -18 -1%
EWA
1189
Exencial Wealth Advisors
Oklahoma
$347K -$2.5K -11 -0.7%
LSA
1190
Leonteq Securities AG
Switzerland
$346K -$15.9K -70 -4%
USCWA
1191
U.S. Capital Wealth Advisors
Texas
$346K +$357K +1,568 New
IAS
1192
Insigneo Advisory Services
Florida
$346K -$417K -1,832 -54%
EW
1193
Evoke Wealth
California
$345K +$10.9K +48 +3%
RWB
1194
RMR Wealth Builders
New Jersey
$345K – – –
IWP
1195
Invenio Wealth Partners
Florida
$344K +$1.14K +5 +0.3%
AFPL
1196
Advus Financial Partners, LLC
Florida
$343K +$60.7K +267 +21%
CSP
1197
Cary Street Partners
Virginia
$343K +$353K +1,554 New
AG
1198
AIA Group
Hong Kong
$343K +$353K +1,554 New
BL
1199
Balentine LLC
Georgia
$343K – – –
BST
1200
Bath Savings Trust
Maine
$341K – – –
46 47
48
49 50