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Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
651
Sigma Planning Corp
Michigan
$291K +$554 +7 +0.2%
NEPWA
652
New England Private Wealth Advisors
Massachusetts
$289K -$7.75K -98 -3%
WAM
653
Wealthspire Advisors (Maryland)
Maryland
$287K +$18.4K +232 +7%
EWA
654
EP Wealth Advisors
California
$286K -$2.37K -30 -0.8%
CA
655
Cornerstone Advisors
North Carolina
$286K – – –
CWM
656
Catamount Wealth Management
Connecticut
$286K +$277K +3,500 New
RE
657
RBC Europe
United Kingdom
$285K – – –
IGGA
658
Iron Gate Global Advisors
Utah
$284K – – –
CLOS
659
Compagnie Lombard Odier SCmA
Switzerland
$282K -$27.7K -350 -9%
FMT
660
First Mercantile Trust
Tennessee
$280K -$21.3K -269 -7%
FBT
661
First Bankers Trust
Kentucky
$279K -$9.1K -115 -3%
ST
662
Spinnaker Trust
Maine
$278K – – –
BCM
663
Buckhead Capital Management
Georgia
$277K – – –
CHA
664
Carmichael Hill & Associates
Maryland
$276K +$267K +3,378 New
JFGIW
665
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$275K -$7.91K -100 -3%
TBA
666
Tower Bridge Advisors
Pennsylvania
$273K – – –
SSG
667
Summit Securities Group
New York
$269K -$712K -9,000 -73%
SI
668
SII Investments
Wisconsin
$267K -$30.1K -381 -10%
CL
669
Choreo LLC
Illinois
$266K +$316 +4 +0.1%
TCM
670
TD Capital Management
Tennessee
$264K – – –
BA
671
Bristlecone Advisors
Washington
$263K -$38.1K -482 -13%
IA
672
IFG Advisory
Georgia
$262K +$255K +3,219 New
GIP
673
Granite Investment Partners
California
$261K – – –
FHA
674
First Horizon Advisors
Tennessee
$260K +$14.2K +179 +6%
RG
675
Rathbones Group
United Kingdom
$258K – – –
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