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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1701
Synergy Financial Group
California
$554K -$62.5K -694 -9%
VWA
1702
Visionary Wealth Advisors
Illinois
$551K -$281K -3,118 -32%
TSS
1703
Two Sigma Securities
New York
$551K +$607K +6,741 New
CS
1704
Candriam SCA
Luxembourg
$550K +$606K +6,734 New
CCA
1705
Childress Capital Advisors
Texas
$549K -$38.7K -430 -6%
TPM
1706
Triasima Portfolio Management
Quebec, Canada
$548K -$1.22M -13,567 -67%
V
1707
ViaWealth
Kansas
$545K -$48.2K -535 -7%
MWM
1708
Modera Wealth Management
New Jersey
$545K +$19.3K +214 +3%
LIM
1709
Letson Investment Management
Georgia
$545K – – –
TWM
1710
TCFG Wealth Management
California
$541K -$18K -200 -3%
CRC
1711
Curi RMB Capital
Illinois
$540K +$173K +1,916 +41%
RCP
1712
Rothschild Capital Partners
New York
$535K – – –
TPI
1713
Trust Point Inc
Wisconsin
$532K -$10.4K -115 -2%
GA
1714
GFS Advisors
Texas
$531K -$1.8K -20 -0.3%
SAG
1715
SageView Advisory Group
California
$529K -$57.6K -640 -9%
ACM
1716
Advisors Capital Management
New Jersey
$528K +$5.94K +66 +1%
SI
1717
Severin Investments
Missouri
$526K +$29.1K +323 +5%
NP
1718
NorthRock Partners
Minnesota
$523K -$2.25M -25,013 -80%
DA
1719
Dougherty & Associates
Florida
$520K +$574K +6,370 New
HFS
1720
Howard Financial Services
Texas
$520K +$26.2K +291 +5%
CIM
1721
Cambria Investment Management
California
$520K +$573K +6,362 New
B
1722
Bellecapital
Switzerland
$518K +$51.1K +568 +10%
OHWP
1723
Oak Harbor Wealth Partners
North Carolina
$517K +$25.1K +279 +5%
FLPIM
1724
F.L. Putnam Investment Management
Massachusetts
$517K +$35.4K +393 +7%
DAS
1725
Diversify Advisory Services
Utah
$517K -$386K -4,286 -41%
67 68
69
70 71