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Name Holding Trade Value Shares
Change 		Change in
Stake
APM
801
Advanced Portfolio Management
New York
$372K – – –
ODA
802
One Degree Advisors
California
$369K +$375K +1,538 New
MFIM
803
Mesirow Financial Investment Management
Illinois
$366K +$12.4K +51 +3%
AC
804
AlphaCore Capital
California
$364K -$24.4K -100 -6%
FNT
805
First National Trust
Pennsylvania
$362K +$974 +4 +0.3%
GM
806
GeoWealth Management
Illinois
$360K +$731 +3 +0.2%
HSA
807
HBK Sorce Advisory
Pennsylvania
$359K -$9.5K -39 -3%
CRC
808
Curi RMB Capital
Illinois
$358K +$363K +1,492 New
CGL
809
Clarius Group LLC
Washington
$357K -$48.2K -198 -12%
FT
810
Fiduciary Trust
Massachusetts
$356K +$56K +230 +18%
IFWM
811
Institute for Wealth Management
Colorado
$356K – – –
RWPA
812
Richard W. Paul & Associates
Michigan
$356K +$96.2K +395 +36%
PW
813
PUREfi Wealth
Massachusetts
$355K -$53.3K -219 -13%
HAM
814
Harmony Asset Management
Arizona
$355K -$9.74K -40 -3%
RCM
815
Raleigh Capital Management
North Carolina
$353K +$84K +345 +31%
FI
816
Finivi Inc
Massachusetts
$352K +$8.77K +36 +3%
HNB
817
Huntington National Bank
Ohio
$351K -$17.3K -71 -5%
ATS
818
Ashton Thomas Securities
New York
$349K +$9.74K +40 +3%
PI
819
PFG Investments
New York
$349K +$19.5K +80 +6%
WI
820
WrapManager Inc
California
$349K -$142K -584 -29%
KA
821
Kovack Advisors
Florida
$344K -$37.3K -153 -10%
SRL
822
Scientech Research LLC
New Jersey
$343K -$541K -2,222 -61%
GRP
823
Global Retirement Partners
California
$342K +$348K +1,427 New
SC
824
Syon Capital
California
$342K +$40.9K +168 +13%
MA
825
Mutual Advisors
Nebraska
$341K +$29K +119 +9%
31 32
33
34 35