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Name Holding Trade Value Shares
Change 		Change in
Stake
SDWIA
576
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$759K +$41.6K +261 +6%
IWC
577
Integrated Wealth Concepts
Massachusetts
$759K +$60.4K +379 +9%
SC
578
Sepio Capital
Utah
$758K +$38.7K +243 +6%
SFA
579
Souders Financial Advisors
Ohio
$754K +$14.2K +89 +2%
BIA
580
Benchmark Investment Advisors
Illinois
$748K +$31.1K +195 +5%
ARG
581
Advisory Resource Group
Oklahoma
$743K -$1.43K -9 -0.2%
GC
582
Grimes & Company
Massachusetts
$738K +$339K +2,130 +98%
OPW
583
Oxler Private Wealth
New York
$724K -$16.4K -103 -2%
OMC
584
Old Mission Capital
Illinois
$722K +$669K +4,202 New
FFM
585
Forum Financial Management
Illinois
$720K -$84.4K -530 -11%
CFG
586
Citizens Financial Group
Rhode Island
$718K +$956 +6 +0.1%
SFI
587
Siemens Fonds Invest
Germany
$714K +$45.1K +283 +7%
PCA
588
Personal Capital Advisors
California
$712K -$194K -1,217 -23%
RA
589
Resolute Advisors
California
$708K -$47.8K -300 -7%
WIA
590
World Investment Advisors
California
$706K -$19K -119 -3%
MYIA
591
Mount Yale Investment Advisors
Colorado
$706K +$395K +2,477 +152%
QI
592
Qtron Investments
Massachusetts
$698K +$647K +4,061 New
MIP
593
Marietta Investment Partners
Wisconsin
$696K +$178K +1,120 +38%
NCGI
594
Next Century Growth Investors
Minnesota
$695K -$1.84M -11,552 -74%
BOC
595
Barbara Oil Co
Illinois
$694K – – –
IAN
596
Integrated Advisors Network
Texas
$690K +$445K +2,793 +228%
PGH
597
Partners Group Holding
Switzerland
$688K +$151K +946 +31%
VFPW
598
Vantage Financial Partners (Wisconsin)
Wisconsin
$687K +$637K +4,000 New
PFO
599
Pathstone Family Office
New Jersey
$678K +$122K +763 +24%
CW
600
CreativeOne Wealth
Kansas
$676K +$82.8K +520 +15%
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