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Name Holding Trade Value Shares
Change 		Change in
Stake
APM
801
Advanced Portfolio Management
New York
$362K -$354K -1,387 -47%
HSA
802
HBK Sorce Advisory
Pennsylvania
$358K -$4.34K -17 -1%
EWA
803
EverSource Wealth Advisors
Alabama
$358K +$144K +563 +58%
HNB
804
Huntington National Bank
Ohio
$358K -$44.9K -176 -10%
HAM
805
Harmony Asset Management
Arizona
$355K – – –
BEI
806
Benjamin Edwards Inc
Missouri
$353K -$15.6K -61 -4%
FNT
807
First National Trust
Pennsylvania
$352K +$16.8K +66 +5%
CC
808
Centiva Capital
New York
$350K -$266K -1,043 -41%
ZP
809
Zimmer Partners
New York
$350K +$383K +1,500 New
BAM
810
Blueshift Asset Management
New Jersey
$350K -$68.4K -268 -15%
GM
811
GeoWealth Management
Illinois
$350K -$167K -655 -30%
IFWM
812
Institute for Wealth Management
Colorado
$346K +$9.95K +39 +3%
MFIM
813
Mesirow Financial Investment Management
Illinois
$345K -$4.34K -17 -1%
1WA
814
180 Wealth Advisors
Washington
$342K +$34.7K +136 +10%
WANY
815
Wealthspire Advisors (New York)
New York
$340K +$130K +510 +54%
CWP
816
Concord Wealth Partners
Virginia
$337K -$67.1K -263 -15%
ATS
817
Ashton Thomas Securities
New York
$335K -$19.9K -78 -5%
FI
818
Finivi Inc
Massachusetts
$334K +$51.8K +203 +17%
FPAS
819
Focus Partners Advisor Solutions
Missouri
$332K +$3.83K +15 +1%
AC
820
Avestar Capital
New York
$330K +$49.5K +194 +16%
BIG
821
Brooklyn Investment Group
New York
$329K +$75.5K +296 +27%
SPC
822
Spirepoint Private Client
Florida
$329K +$1.28K +5 +0.4%
CP
823
Castleview Partners
Texas
$328K -$766 -3 -0.2%
RCWM
824
Red Crane Wealth Management
California
$327K – – –
MOS
825
MGO One Seven
Ohio
$325K -$60.5K -237 -15%
31 32
33
34 35