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Name Holding Trade Value Shares
Change 		Change in
Stake
MSR
726
Main Street Research
Connecticut
$85.6M +$572K +2,562 +0.7%
AIP
727
ARS Investment Partners
New York
$85.5M -$251K -1,126 -0.3%
FPAS
728
Focus Partners Advisor Solutions
Missouri
$85.4M +$5.33M +23,882 +7%
FAIM
729
Financial Advocates Investment Management
Washington
$85.4M -$2.28M -10,221 -3%
BC
730
Belmont Capital
California
$85.2M -$17.2M -77,232 -17%
WAM
731
Weatherly Asset Management
California
$85.2M -$1.35M -6,028 -2%
LCM
732
LVM Capital Management
Michigan
$85.2M – – –
WG
733
Welch Group
Alabama
$84.8M -$464K -2,079 -0.6%
MWM
734
Meridian Wealth Management
Kentucky
$84.4M +$80.9M +362,097 New
SFI
735
Siemens Fonds Invest
Germany
$84.3M -$363K -1,625 -0.4%
WA
736
Wealth Alliance
New York
$83.9M -$959K -4,294 -1%
MTC
737
McDaniel Terry & Co
Texas
$83.9M +$118K +528 +0.1%
EFM
738
E Fund Management
China
$83.7M +$11.7M +52,464 +17%
MOS
739
MGO One Seven
Ohio
$83.7M +$2.86M +12,808 +4%
ECM
740
Evergreen Capital Management
Washington
$83.6M -$559K -2,501 -0.7%
AIS
741
AM Investment Strategies
Tennessee
$83.4M -$2.12M -9,504 -3%
YIA
742
YHB Investment Advisors
Connecticut
$83.2M -$959K -4,294 -1%
WIM
743
WealthPlan Investment Management
Nebraska
$83.2M +$19.6M +87,839 +33%
PIM
744
Plato Investment Management
Australia
$82.8M +$1.39M +6,237 +2%
USCWA
745
U.S. Capital Wealth Advisors
Texas
$82.7M +$6.45M +28,891 +9%
SWM
746
SeaCrest Wealth Management
New York
$82M -$699K -3,128 -0.9%
WI
747
Wahed Invest
New York
$81.9M +$7.61M +34,097 +11%
VVP
748
Venture Visionary Partners
Ohio
$81.4M +$451K +2,021 +0.6%
CWM
749
Cornerstone Wealth Management
Missouri
$81.3M +$222K +993 +0.3%
AFG
750
Albion Financial Group
Utah
$81.3M +$384K +1,719 +0.5%
28 29
30
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