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Name Holding Trade Value Shares
Change 		Change in
Stake
LBWM
651
Left Brain Wealth Management
Illinois
$5.69M +$445K +6,179 +9%
FFB
652
First Financial Bankshares
Texas
$5.67M +$5.61M +77,831 New
SAM
653
Silvercrest Asset Management
New York
$5.65M +$62.5K +867 +1%
CG
654
Caprock Group
Idaho
$5.63M -$728K -10,098 -12%
HFS
655
Hantz Financial Services
Michigan
$5.57M +$1.18M +16,404 +27%
SWP
656
Stratos Wealth Partners
Ohio
$5.55M +$177K +2,454 +3%
VA
657
VestGen Advisors
Illinois
$5.55M +$5.48M +76,112 New
SWM
658
Shepherd Wealth Management
Ohio
$5.53M +$3.82M +53,065 +232%
BJL
659
Brighton Jones LLC
Washington
$5.53M +$105K +1,462 +2%
AHC
660
Anderson Hoagland & Co
Missouri
$5.52M – – –
TA
661
Tiptree Advisors
New York
$5.51M – – –
GCL
662
Glazer Capital LLC
New York
$5.46M +$5.4M +74,900 New
AWA
663
Arkadios Wealth Advisors
Georgia
$5.45M +$3.08M +42,753 +134%
IIM
664
INTECH Investment Management
Florida
$5.43M -$1.25M -17,288 -19%
CBB
665
Citizens Business Bank
California
$5.4M -$3.5M -48,517 -40%
SSWM
666
Sheets Smith Wealth Management
North Carolina
$5.39M +$909K +12,616 +21%
BA
667
Ballast Advisors
Minnesota
$5.37M +$221K +3,066 +4%
WSFS
668
Wilmington Savings Fund Society
Delaware
$5.36M -$305K -4,236 -5%
CMI
669
Clare Market Investments
Texas
$5.31M +$2.34M +32,517 +81%
C
670
Certuity
Florida
$5.3M +$4.75M +65,903 +969%
IFG
671
Independent Financial Group
California
$5.28M +$1.58M +21,875 +43%
GHAM
672
Gilman Hill Asset Management
Connecticut
$5.24M +$52.4K +728 +1%
NIM
673
Nicollet Investment Management
Minnesota
$5.24M +$529K +7,349 +11%
PCP
674
Proficio Capital Partners
Massachusetts
$5.23M +$76.6K +1,063 +2%
USCWA
675
U.S. Capital Wealth Advisors
Texas
$5.21M +$917K +12,727 +22%
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