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Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
576
Advisory Services Network
Georgia
$858K +$136K +917 +19%
SEP
577
Southland Equity Partners
Missouri
$857K +$1.78K +12 +0.2%
AA
578
Advisory Alpha
Michigan
$856K +$63.8K +431 +8%
RLH
579
RD Lewis Holdings
Florida
$852K +$70.4K +475 +10%
PL
580
Parthenon LLC
Kentucky
$848K – – –
COCM
581
Charter Oak Capital Management
New Hampshire
$842K -$40.9K -276 -5%
BBHC
582
Brown Brothers Harriman & Co
New York
$826K +$272K +1,835 +51%
WG
583
Welch Group
Alabama
$825K +$8.74K +59 +1%
PIM
584
Plato Investment Management
Australia
$822K -$117K -792 -13%
ADL
585
Asset Dedication LLC
California
$816K +$4.89K +33 +0.6%
CSP
586
Cary Street Partners
Virginia
$815K +$97.5K +658 +14%
CWS
587
Confluence Wealth Services
Pennsylvania
$813K +$741 +5 +0.1%
GI
588
GLOBALT Investments
Georgia
$810K -$59.3K -400 -7%
CWM
589
Circle Wealth Management
New Jersey
$810K – – –
JIC
590
Joel Isaacson & Co
New York
$804K +$26.7K +180 +4%
SFS
591
Sowell Financial Services
Arkansas
$804K – – –
WI
592
WBI Investments
New Jersey
$795K +$481K +3,246 +162%
LWAM
593
Legacy Wealth Asset Management
Minnesota
$785K +$6.81K +46 +0.9%
SWP
594
Sagespring Wealth Partners
Tennessee
$777K +$125K +847 +20%
APG
595
Abacus Planning Group
South Carolina
$774K +$477K +3,219 +170%
ILI
596
Invesco LLC (Illinois)
Illinois
$773K – – –
PA
597
Parallel Advisors
California
$773K -$25.8K -174 -3%
ATS
598
Ashton Thomas Securities
New York
$769K -$27.3K -184 -3%
CAL
599
Capital Analysts LLC
Pennsylvania
$763K +$77.6K +524 +12%
IF
600
Ironwood Financial
Arizona
$761K – – –
22 23
24
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