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Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
751
Raleigh Capital Management
North Carolina
$389K +$33.8K +146 +10%
MGIA
752
Moneta Group Investment Advisors
Missouri
$389K -$11.6K -50 -3%
SP
753
Stablepoint Partners
Massachusetts
$388K -$1.16K -5 -0.3%
CCG
754
Cypress Capital Group
Florida
$388K -$7.63K -33 -2%
PIA
755
Pollock Investment Advisors
Michigan
$385K – – –
APM
756
Advanced Portfolio Management
New York
$384K – – –
LS
757
Livforsakringsbolaget Skandia
Sweden
$382K – – –
1WA
758
180 Wealth Advisors
Washington
$378K +$694 +3 +0.2%
FAFN
759
First Affirmative Financial Network
Colorado
$377K -$18.5K -80 -5%
PGFC
760
Peapack-Gladstone Financial Corp
New Jersey
$377K -$36.5K -158 -9%
FFN
761
Focus Financial Network
Minnesota
$373K -$119K -516 -25%
AC
762
Avestar Capital
New York
$373K -$107K -464 -23%
ACH
763
ArrowMark Colorado Holdings
Colorado
$373K +$358K +1,549 New
RDWM
764
Red Door Wealth Management
Tennessee
$371K +$138K +598 +63%
WFI
765
West Family Investments
California
$371K +$65.9K +285 +23%
EWA
766
EverSource Wealth Advisors
Alabama
$368K -$93.4K -404 -21%
FI
767
Finivi Inc
Massachusetts
$365K +$11.1K +48 +3%
VCM
768
Versant Capital Management
Arizona
$363K +$160K +693 +85%
BPC
769
Bryce Point Capital
New York
$363K -$317K -1,369 -48%
VI
770
Versor Investments
New York
$361K -$802K -3,470 -70%
CIA
771
Choate Investment Advisors
Massachusetts
$359K +$345K +1,493 New
ZBNA
772
Zions Bancorporation, National Association
Utah
$359K -$5M -21,615 -94%
GM
773
GeoWealth Management
Illinois
$359K -$2.54K -11 -0.7%
SF
774
Summit Financial
New Jersey
$358K -$1.15M -4,989 -77%
A
775
AlphaQuest
New York
$358K -$92.5K -400 -21%
29 30
31
32 33