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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
651
Avitas Wealth Management
California
$3.54M -$1.59M -6,315 -28%
KF
652
Krilogy Financial
Missouri
$3.53M -$923K -3,675 -19%
SG
653
Stonnington Group
California
$3.53M +$4.5M +17,940 New
CAM
654
Centre Asset Management
New York
$3.52M -$67.8K -270 -2%
GAA
655
Green Alpha Advisors
Colorado
$3.52M -$237K -945 -6%
GC
656
Garde Capital
Washington
$3.5M -$520K -2,073 -12%
LWM
657
Liberty Wealth Management
California
$3.49M – – –
HSA
658
HBK Sorce Advisory
Pennsylvania
$3.47M +$323K +1,287 +9%
AWE
659
Avidian Wealth Enterprises
Texas
$3.47M -$50.5K -201 -1%
NL
660
NWAM LLC
Washington
$3.47M +$288K +1,149 +8%
ER
661
Enlightenment Research
Florida
$3.46M +$3.91M +15,555 New
MS
662
Maven Securities
Jersey
$3.46M +$3.96M +15,765 New
CPWM
663
Cardinal Point Wealth Management
California
$3.46M – – –
HI
664
Horizon Investments
North Carolina
$3.45M +$3.89M +15,513 New
TC
665
TownSquare Capital
Utah
$3.44M +$947K +3,771 +32%
IA
666
Insight Advisors
Pennsylvania
$3.44M +$926K +3,687 +34%
EPC
667
Emerson Point Capital
New York
$3.42M – – –
MC
668
Moors & Cabot
Massachusetts
$3.41M -$813K -3,240 -17%
VCM
669
Verde Capital Management
Michigan
$3.41M -$780K -3,105 -17%
CPWM
670
Cypress Point Wealth Management
Texas
$3.4M – – –
CWS
671
Cypress Wealth Services
California
$3.4M +$22.6K +90 +0.6%
NFSG
672
Newbridge Financial Services Group
Florida
$3.38M -$916K -3,648 -19%
FA
673
Financial Avengers
California
$3.38M -$1.51M -6,030 -28%
ONB
674
Old National Bancorp
Indiana
$3.36M +$35.4K +141 +0.9%
VR
675
Viridian RIA
Washington
$3.34M -$3.71M -14,781 Closed
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