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Name Holding Trade Value Shares
Change 		Change in
Stake
MAWA
1001
Moss Adams Wealth Advisors
Washington
$884K +$52.1K +726 +7%
NRD
1002
Nebula Research & Development
New York
$879K +$820K +11,423 New
CM
1003
CastleKnight Management
New York
$878K -$531K -7,400 -39%
SPA
1004
Sherbrooke Park Advisers
New York
$874K +$815K +11,350 New
CA
1005
CoreCap Advisors
Michigan
$874K +$135K +1,876 +20%
CIP
1006
Convergence Investment Partners
Florida
$873K +$509K +7,093 +167%
ICG
1007
InterOcean Capital Group
Tennessee
$873K -$90K -1,254 -10%
AC
1008
Avestar Capital
New York
$872K +$410K +5,718 +102%
FB
1009
Fulton Bank
Pennsylvania
$872K +$176K +2,448 +28%
FFA
1010
Farther Finance Advisors
California
$867K +$56.3K +785 +7%
TFCP
1011
Twin Focus Capital Partners
Massachusetts
$863K – – –
NFG
1012
Nations Financial Group
Iowa
$858K +$800K +11,138 New
WWP
1013
Waypoint Wealth Partners
California
$857K +$6.1K +85 +0.8%
FCBT
1014
First Citizens Bank & Trust
North Carolina
$854K +$24.3K +338 +3%
NW
1015
Naviter Wealth
Arkansas
$850K +$508K +7,074 +178%
GWM
1016
Geneos Wealth Management
Colorado
$844K -$171K -2,382 -18%
LMKC
1017
L.M. Kohn & Company
Ohio
$839K +$99.9K +1,392 +15%
LJAC
1018
L.J. Altfest & Co
New York
$830K +$36K +502 +5%
IAN
1019
Integrated Advisors Network
Texas
$830K +$28.9K +403 +4%
DF
1020
Donoghue Forlines
Massachusetts
$822K +$766K +10,675 New
SFA
1021
Souders Financial Advisors
Ohio
$819K +$207K +2,888 +37%
QCG
1022
Quadrant Capital Group
Ohio
$817K +$445K +6,193 +140%
DEM
1023
Disciplined Equity Management
Florida
$809K +$754K +10,510 New
EFMC
1024
Empire Financial Management Company
New York
$808K – – –
G
1025
Greycroft
New York
$808K – – –
39 40
41
42 43