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Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
601
Evergreen Capital Management
Washington
$379K +$58.1K +244 +18%
CG
602
Caprock Group
Idaho
$377K +$115K +483 +44%
SWM
603
SeaCrest Wealth Management
New York
$375K +$143K +598 +62%
S
604
SignatureFD
Georgia
$364K -$52.2K -219 -13%
FFS
605
Founders Financial Securities
Maryland
$364K +$30.5K +128 +9%
HI
606
Horizon Investments
North Carolina
$364K +$30.5K +128 +9%
GT
607
Greenleaf Trust
Michigan
$363K +$98.2K +412 +37%
ED
608
Exane Derivatives
France
$362K +$360K +1,510 New
ACM
609
Argent Capital Management
Missouri
$359K – – –
QCM
610
Quantinno Capital Management
New York
$356K -$87.2K -366 -20%
SWA
611
Sax Wealth Advisors
New Jersey
$353K – – –
TFCP
612
Twin Focus Capital Partners
Massachusetts
$351K +$1.43K +6 +0.4%
CGH
613
Crossmark Global Holdings
Texas
$348K +$21.4K +90 +7%
SWP
614
Stratos Wealth Partners
Ohio
$345K +$97.2K +408 +40%
DU
615
Delphia (USA)
Ontario, Canada
$344K +$46.7K +196 +16%
PCS
616
Personal CFO Solutions
New Jersey
$342K -$15.3K -64 -4%
FFN
617
Focus Financial Network
Minnesota
$342K +$340K +1,427 New
RFC
618
Regions Financial Corp
Alabama
$341K -$53.6K -225 -14%
MM
619
MQS Management
New York
$333K +$331K +1,391 New
BRWA
620
B. Riley Wealth Advisors
Florida
$333K +$332K +1,392 New
PI
621
PFS Investments
Georgia
$331K +$108K +453 +49%
FTDI
622
First Trust Direct Indexing
Massachusetts
$330K +$62.4K +262 +23%
CAN
623
Cetera Advisor Networks
California
$329K -$98.2K -412 -23%
WTA
624
Washington Trust Advisors
Massachusetts
$329K -$68.2K -286 -17%
HIIFS
625
Harel Insurance Investments & Financial Services
Israel
$325K -$317K -1,329 -49%
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25
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