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Name Holding Trade Value Shares
Change 		Change in
Stake
SS
576
Simplicity Solutions
Minnesota
$794K +$25.9K +565 +3%
WFC
577
Western Financial Corp
California
$793K +$3.21K +70 +0.4%
SWM
578
Selective Wealth Management
Virginia
$793K +$821K +17,925 New
SS
579
Sunbelt Securities
Texas
$789K +$37.3K +815 +5%
EF
580
Empirical Finance
Pennsylvania
$788K +$91.9K +2,005 +13%
HT
581
Heritage Trust
Oklahoma
$783K +$811K +17,710 New
SSWM
582
Smith Salley Wealth Management
North Carolina
$772K -$59.8K -1,305 -7%
AF
583
Allworth Financial
California
$770K +$694K +15,140 +664%
AWM
584
Angeles Wealth Management
California
$768K -$329K -7,190 -29%
NMIMC
585
Northwestern Mutual Investment Management Company
Wisconsin
$764K -$3.9K -85 -0.5%
IWC
586
Integrated Wealth Concepts
Massachusetts
$757K +$120K +2,620 +18%
LTI
587
Laffer Tengler Investments
Tennessee
$754K +$149K +3,255 +24%
BTW
588
Boston Trust Walden
Massachusetts
$753K -$150K -3,275 -16%
WW
589
Waterfront Wealth
Kansas
$753K +$49.9K +1,090 +7%
CANY
590
Caxton Associates (New York)
New York
$748K +$775K +16,925 New
PA
591
Paragon Advisors
Texas
$723K -$60.7K -1,325 -7%
BST
592
Bath Savings Trust
Maine
$722K +$19.5K +425 +3%
CAM
593
Covenant Asset Management
New Jersey
$719K +$30.9K +675 +4%
WOC
594
West Oak Capital
California
$708K -$145K -3,175 -17%
PFG
595
PAX Financial Group
Texas
$708K -$58K -1,265 -7%
CA
596
Clearstead Advisors
Ohio
$695K +$229 +5 +0%
WCM
597
Windward Capital Management
California
$691K -$3.9K -85 -0.5%
VEA
598
Virtus ETF Advisers
New York
$687K -$231K -5,050 -25%
LFDLE
599
La Financiere de L'Echiquier
France
$685K -$11.5K -250 -2%
SPC
600
Sigma Planning Corp
Michigan
$683K -$93K -2,030 -12%
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