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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
751
PDS Planning
Ohio
$231K +$2.55K +11 +1%
PCM
752
Penserra Capital Management
California
$230K -$1.08M -4,652 -81%
GDP
753
Great Diamond Partners
Maine
$230K -$232 -1 -0.1%
ARC
754
Advisor Resource Council
Texas
$229K -$12.1K -52 -5%
GCS
755
Gordian Capital (Singapore)
Singapore
$226K – – –
VCM
756
Virtue Capital Management
Tennessee
$226K – – –
AFG
757
Atomi Financial Group
New York
$225K +$243K +1,048 New
SAMT
758
Select Asset Management & Trust
Pennsylvania
$224K – – –
DC
759
Diametric Capital
Massachusetts
$224K +$241K +1,041 New
FHA
760
Flagship Harbor Advisors
Massachusetts
$221K +$5.8K +25 +2%
DWM
761
Dakota Wealth Management
Florida
$221K -$3.25K -14 -1%
DWT
762
Dorsey & Whitney Trust
South Dakota
$221K +$11.1K +48 +5%
CCA
763
Checchi Capital Advisers
California
$220K -$4.41K -19 -2%
WBC
764
Westpac Banking Corp
Australia
$220K -$1.59M -6,869 -87%
CMBA
765
C.M. Bidwell & Associates
Hawaii
$220K -$1.85K -8 -0.8%
BWP
766
BSW Wealth Partners
Colorado
$219K +$236K +1,017 New
BAM
767
Bayshore Asset Management
Florida
$218K – – –
IA
768
IFP Advisors
Florida
$217K -$32.9K -142 -12%
WAP
769
Wealthcare Advisory Partners
Pennsylvania
$217K -$7.88K -34 -3%
SIC
770
Schwartz Investment Counsel
Michigan
$215K -$23.2K -100 -9%
WPC
771
Wedmont Private Capital
Pennsylvania
$213K +$227K +978 New
DDPIC
772
Deroy & Devereaux Private Investment Counsel
Michigan
$211K – – –
SQA
773
Simon Quick Advisors
New Jersey
$209K +$226K +973 New
CSC
774
Caldwell Sutter Capital
California
$209K – – –
EI
775
Ellevest Inc
New York
$207K +$224K +964 New
29 30
31
32 33