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Name Holding Trade Value Shares
Change 		Change in
Stake
SLWA
701
San Luis Wealth Advisors
California
$3.77M +$3.44M +14,598 New
ETC
702
Exchange Traded Concepts
Oklahoma
$3.77M +$330K +1,401 +11%
FWM
703
FSA Wealth Management
Massachusetts
$3.76M -$21.2K -90 -0.6%
WTC
704
WhitTier Trust Company
Nevada
$3.72M +$1.51M +6,396 +80%
C
705
Certuity
Florida
$3.7M +$46.6K +198 +1%
CWM
706
Concentrum Wealth Management
California
$3.68M -$706 -3 -0%
WP
707
WealthPLAN Partners
Nebraska
$3.68M +$153K +651 +7%
MSR
708
Main Street Research
Connecticut
$3.68M +$1.1M +4,668 +49%
NFG
709
Nations Financial Group
Iowa
$3.67M +$12.7K +54 +0.4%
SIA
710
SkyView Investment Advisors
New Jersey
$3.64M +$3.32M +14,094 New
ACI
711
Alpha Cubed Investments
California
$3.64M -$602K -2,559 -15%
AF
712
Allworth Financial
California
$3.64M +$368K +1,563 +12%
ONB
713
Old National Bancorp
Indiana
$3.63M -$56.5K -240 -2%
PCM
714
Penserra Capital Management
California
$3.62M -$686K -2,913 -17%
B
715
Barings
North Carolina
$3.61M +$575K +2,442 +21%
AWA
716
Alta Wealth Advisors
Massachusetts
$3.57M -$126K -537 -4%
PP
717
Paloma Partners
Connecticut
$3.57M -$1.08M -4,575 -25%
CPA
718
Capital Planning Advisors
California
$3.57M +$162K +690 +5%
IIM
719
Intact Investment Management
Quebec, Canada
$3.56M -$282K -1,200 -8%
LWM
720
Liberty Wealth Management
California
$3.56M +$99.6K +423 +3%
BRWM
721
B. Riley Wealth Management
Tennessee
$3.53M -$156K -663 -5%
SAM
722
Silvercrest Asset Management
New York
$3.52M -$706 -3 -0%
BBHC
723
Brown Brothers Harriman & Co
New York
$3.52M +$293K +1,245 +10%
TCA
724
Transcend Capital Advisors
New Jersey
$3.47M +$2.41M +10,224 New
MMG
725
Monetary Management Group
Missouri
$3.47M -$33.2K -141 -1%
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