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Name Holding Trade Value Shares
Change 		Change in
Stake
AG
726
Ascent Group
Virginia
$402K -$6.1K -223 -1%
HWM
727
HB Wealth Management
Georgia
$402K +$72.5K +2,650 +19%
PA
728
PSI Advisors
Florida
$396K -$67.7K -2,473 -13%
IWC
729
Integrated Wealth Concepts
Massachusetts
$396K -$23K -840 -5%
S
730
SignatureFD
Georgia
$395K -$87K -3,179 -17%
EI
731
Ellevest Inc
New York
$394K +$50.3K +1,839 +13%
CA
732
Claro Advisors
Massachusetts
$389K +$10.5K +382 +2%
JF
733
Joule Financial
Kentucky
$386K +$110K +4,021 +35%
VFA
734
Voya Financial Advisors
Connecticut
$382K -$125K -4,581 -23%
WTB
735
Washington Trust Bank
Washington
$381K -$105K -3,825 -20%
SCA
736
Sassicaia Capital Advisers
New York
$373K +$413K +15,090 New
6F
737
626 Financial
Michigan
$373K -$196K -7,156 -32%
TC
738
Telemus Capital
Michigan
$373K -$21.9K -799 -5%
MNBTD
739
Moody National Bank Trust Division
Texas
$368K -$2.46K -90 -0.6%
MF
740
Magnetar Financial
Illinois
$367K -$145K -5,315 -26%
MIC
741
Means Investment Company
Maine
$365K -$40.6K -1,485 -9%
AAS
742
Ameritas Advisory Services
Nebraska
$364K +$121K +4,437 +43%
FTDI
743
First Trust Direct Indexing
Massachusetts
$362K +$66.1K +2,417 +20%
WA
744
Wealth Alliance
New York
$360K -$7.22K -264 -2%
TMC
745
Trellus Management Company
Florida
$360K – – –
SWS
746
SYSTM Wealth Solutions
Illinois
$359K +$397K +14,506 New
BP
747
BBR Partners
New York
$357K -$39.2K -1,434 -9%
LNWWM
748
Laird Norton Wetherby Wealth Management
California
$355K -$28.3K -1,033 -7%
RWP
749
Revolve Wealth Partners
New Jersey
$354K +$392K +14,316 New
MFA
750
Morling Financial Advisors
California
$352K -$45.3K -1,655 -10%
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