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Name Holding Trade Value Shares
Change 		Change in
Stake
SJIM
576
St. Johns Investment Management
Florida
$633K -$4.12K -31 -0.7%
VVP
577
Venture Visionary Partners
Ohio
$632K +$20.6K +155 +4%
SC
578
SouthState Corp
Florida
$631K -$3.19K -24 -0.5%
ACM
579
Argent Capital Management
Missouri
$629K – – –
AC
580
Aristeia Capital
Connecticut
$628K +$399 +3 +0.1%
MWM
581
Modera Wealth Management
New Jersey
$623K – – –
CAAM
582
Cornerstone Advisors Asset Management
Pennsylvania
$622K – – –
SEP
583
Southland Equity Partners
Missouri
$621K +$334K +2,513 +130%
IWM
584
IHT Wealth Management
Illinois
$620K +$155K +1,164 +35%
MIP
585
Marietta Investment Partners
Wisconsin
$618K – – –
ASN
586
Advisory Services Network
Georgia
$617K – – –
PFA
587
Pure Financial Advisors
California
$615K +$120K +903 +26%
FCI
588
Financial Counselors Inc
Kansas
$609K -$31.6K -238 -5%
SP
589
Stablepoint Partners
Massachusetts
$606K +$21.9K +165 +4%
SIC
590
SJS Investment Consulting
Ohio
$606K – – –
CCA
591
Checchi Capital Advisers
California
$604K -$1.46K -11 -0.3%
BRM
592
Boston Research & Management
Massachusetts
$603K – – –
CT
593
Caldwell Trust
Florida
$594K – – –
BFPW
594
BOK Financial Private Wealth
Colorado
$591K +$361K +2,712 +179%
PHAM
595
Palisades Hudson Asset Management
Florida
$580K – – –
AAIS
596
ABN AMRO Investment Solutions
$578K -$55.4K -417 -9%
DFCM
597
Dark Forest Capital Management
Puerto Rico
$575K +$547K +4,116 New
MRCM
598
M&R Capital Management
New Jersey
$574K -$26.6K -200 -5%
PA
599
Pinnacle Associates
New York
$573K +$247K +1,860 +74%
NFA
600
Northern Financial Advisors
Michigan
$569K -$105K -787 -16%
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