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Name Holding Trade Value Shares
Change 		Change in
Stake
PR
1701
Payden & Rygel
California
$710K -$1.76M -47,600 -71%
HPM
1702
Hoxton Planning & Management
West Virginia
$709K +$127K +3,424 +22%
MLA
1703
My Legacy Advisors
Oregon
$708K +$8.51K +230 +1%
PI
1704
PEAK6 Investments
Illinois
$708K -$938K -25,345 -57%
CFP
1705
Catalyst Financial Partners
Massachusetts
$707K +$88.8K +2,400 +14%
WWA
1706
WCG Wealth Advisors
Nevada
$706K +$301K +8,126 +79%
LWM
1707
Lyell Wealth Management
California
$704K -$353K -9,534 -33%
VFA
1708
Voya Financial Advisors
Connecticut
$703K +$13.4K +363 +2%
JPLA
1709
Joseph P. Lucia & Associates
New York
$702K +$3.44K +93 +0.5%
LMKC
1710
L.M. Kohn & Company
Ohio
$702K +$48.3K +1,305 +7%
SSWM
1711
Sheets Smith Wealth Management
North Carolina
$697K -$112K -3,038 -14%
IAMOG
1712
Investors Asset Management of Georgia
Georgia
$697K +$7.63K +206 +1%
FNT
1713
First Nebraska Trust
Nebraska
$696K +$43.4K +1,173 +7%
VI
1714
Versor Investments
New York
$692K +$689K +18,612 New
RC
1715
Roundview Capital
New Jersey
$691K -$54.1K -1,463 -7%
HT
1716
HAP Trading
New York
$689K -$2.15M -58,073 -76%
WAG
1717
Windsor Advisory Group
Ohio
$688K – – –
CB
1718
Centennial Bank
Arkansas
$687K – – –
SDH
1719
Sloy Dahl & Holst
Washington
$686K – – –
CCG
1720
Ceeto Capital Group
Florida
$685K -$296K -8,000 -30%
PB
1721
Pinnacle Bancorp
Nebraska
$685K +$31.4K +847 +5%
WA
1722
Waverly Advisors
Alabama
$685K +$66K +1,784 +11%
SFI
1723
SPC Financial Inc
Maryland
$684K -$701K -18,950 -51%
CST
1724
Charles Schwab Trust
Nevada
$684K -$9.73K -263 -1%
CA
1725
Cornerstone Advisory
Maryland
$683K -$53.8K -1,454 -7%
67 68
69
70 71