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Name Holding Trade Value Shares
Change 		Change in
Stake
NLGIA
2551
Nippon Life Global Investors Americas
New York
$1.51M -$355K -1,050 -20%
AGWCA
2552
Annis Gardner Whiting Capital Advisors
Florida
$1.51M -$794K -2,345 -35%
UFF
2553
USA Financial Formulas
Michigan
$1.51M +$1.46M +4,316 New
BWM
2554
BigSur Wealth Management
Florida
$1.51M – – –
WCM
2555
WealthBridge Capital Management
Ohio
$1.51M -$86.3K -255 -6%
WFAG
2556
Worth Financial Advisory Group
North Carolina
$1.51M +$261K +772 +22%
FFA
2557
Florida Financial Advisors
Florida
$1.5M -$256K -756 -15%
CWM
2558
Castle Wealth Management
Florida
$1.5M -$3.72K -11 -0.3%
HWA
2559
HMV Wealth Advisors
Louisiana
$1.5M – – –
AWP
2560
Accretive Wealth Partners
New Jersey
$1.5M +$169K +499 +13%
APC
2561
Aspire Private Capital
North Carolina
$1.49M +$113K +333 +8%
AA
2562
Alpha Advisors
Virginia
$1.49M +$5.08K +15 +0.4%
WMP
2563
Wealth Management Partners
Arizona
$1.49M -$3.72K -11 -0.3%
MPWS
2564
McCarter Private Wealth Services
Massachusetts
$1.49M +$18.6K +55 +1%
PFA
2565
Professional Financial Advisors
Nebraska
$1.49M +$1.44M +4,251 New
PCM
2566
Price Capital Management
Louisiana
$1.49M +$1.44M +4,250 New
VIA
2567
Virtus Investment Advisers
Connecticut
$1.49M +$1.03M +3,056 +256%
NEWAS
2568
N.E.W. Advisory Services
Wisconsin
$1.48M +$339K +1,002 +31%
ACH
2569
ArrowMark Colorado Holdings
Colorado
$1.48M – – –
SFG
2570
Shum Financial Group
California
$1.48M +$71.4K +211 +5%
RCM
2571
Riverpark Capital Management
New York
$1.48M -$119K -351 -8%
DF
2572
Dunhill Financial
United Kingdom
$1.48M +$120K +356 +9%
BI
2573
Ballast Inc
Kentucky
$1.48M +$56.2K +166 +4%
CWM
2574
Crowley Wealth Management
Delaware
$1.47M -$33.8K -100 -2%
NCFG
2575
New Century Financial Group
New Jersey
$1.47M -$235K -694 -14%
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