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Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
426
Integrated Wealth Concepts
Massachusetts
$254K +$234K +3,539 New
BCA
427
Bay Colony Advisors
Massachusetts
$253K +$233K +3,525 New
SDH
428
Sloy Dahl & Holst
Washington
$251K -$24.8K -375 -10%
CCG
429
Ceeto Capital Group
Florida
$248K – – –
CC
430
Courier Capital
New York
$248K +$2.98K +45 +1%
LNC
431
Lincoln National Corp
Pennsylvania
$246K -$10.6K -160 -4%
DF
432
Donoghue Forlines
Massachusetts
$234K -$8K -121 -4%
AWM
433
AE Wealth Management
Kansas
$234K +$21.3K +322 +10%
AWA
434
Arete Wealth Advisors
Illinois
$232K +$213K +3,226 New
IAA
435
Independent Advisor Alliance
North Carolina
$227K -$41.7K -631 -17%
MCM
436
MAI Capital Management
Ohio
$226K +$208K +3,145 New
OA
437
Oracle Alpha
Ontario, Canada
$222K +$204K +3,086 New
SGI
438
Summit Global Investments
Utah
$220K +$9.72K +147 +5%
YCM
439
Yousif Capital Management
Michigan
$217K +$5.88K +89 +3%
PWA
440
Phoenix Wealth Advisors
North Carolina
$217K -$3.9K -59 -2%
SFI
441
Siemens Fonds Invest
Germany
$216K -$62.6K -947 -24%
PFS
442
Prospera Financial Services
Texas
$216K -$1.39K -21 -0.7%
S
443
SignatureFD
Georgia
$213K -$55.1K -833 -22%
AWM
444
Avondale Wealth Management
Texas
$211K -$255K -3,850 -57%
FTDI
445
First Trust Direct Indexing
Massachusetts
$207K -$63.5K -960 -25%
PE
446
Point72 Europe
United Kingdom
$207K +$191K +2,881 New
SPIA
447
Steward Partners Investment Advisory
New York
$203K +$31.5K +477 +20%
HCA
448
Harbor Capital Advisors
Illinois
$187K +$3.5K +53 +2%
CUAMC
449
China Universal Asset Management Company
China
$175K -$62.7K -948 -28%
SMFG
450
Sumitomo Mitsui Financial Group
Japan
$175K +$148K +2,242 +1,419%
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