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Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
1801
Brinker Capital Investments
Pennsylvania
$1.04M -$255K -1,356 -17%
AWA
1802
Arkadios Wealth Advisors
Georgia
$1.04M -$314K -1,668 -21%
HA
1803
Harfst & Associates
Wyoming
$1.04M +$65.4K +347 +6%
BCM
1804
Blume Capital Management
California
$1.03M -$11.7K -62 -1%
PFGIA
1805
Patriot Financial Group Insurance Agency
Massachusetts
$1.03M +$356K +1,891 +42%
MFP
1806
Meridian Financial Partners
Virginia
$1.03M +$98.7K +524 +9%
SDWIA
1807
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.02M +$79.5K +422 +7%
EWM
1808
Elite Wealth Management
Washington
$1.02M +$1.19M +6,338 New
ISWM
1809
Independent Solutions Wealth Management
New York
$1.02M +$100K +531 +9%
CWM
1810
Cornerstone Wealth Management
Missouri
$1.02M -$34.3K -182 -3%
ECG
1811
Edge Capital Group
Georgia
$1.01M +$364K +1,933 +44%
WC
1812
Waterloo Capital
Texas
$1.01M +$1.18M +6,287 New
KWM
1813
Keebeck Wealth Management
Illinois
$1.01M +$546K +2,898 +86%
QIM
1814
Quantitative Investment Management
Virginia
$1.01M -$25.6M -136,117 -96%
BBNA
1815
Bremer Bank National Association
Minnesota
$1.01M -$76.3K -405 -6%
GP
1816
Geneva Partners
Wisconsin
$1.01M -$257K -1,362 -18%
CA
1817
Cambridge Advisors
Nebraska
$1.01M +$103K +545 +10%
LDFR
1818
Lehman & Derafelo Financial Resources
Pennsylvania
$1M +$330K +1,750 +39%
WP
1819
WealthPLAN Partners
Nebraska
$1M +$467K +2,477 +81%
CAAS
1820
Capital Asset Advisory Services
Michigan
$1M +$56.9K +302 +6%
SAMC
1821
Spectrum Asset Management (California)
California
$1M -$217K -1,150 -16%
LB
1822
Legacy Bridge
Iowa
$997K -$135K -716 -10%
C
1823
Certuity
Florida
$995K -$173K -917 -13%
MCM
1824
MV Capital Management
Maryland
$992K +$87.4K +464 +8%
WA
1825
Wealth Alliance
New York
$992K +$1.16M +6,157 New
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