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Name Holding Trade Value Shares
Change 		Change in
Stake
PS
676
Principal Securities
Iowa
$504K +$477K +3,698 New
SAM
677
SP Asset Management
California
$503K – – –
AAS
678
Avantax Advisory Services
Texas
$502K +$137K +1,059 +40%
HIP
679
HUB Investment Partners
Texas
$499K +$93.9K +728 +25%
WAP
680
Wealthcare Advisory Partners
Pennsylvania
$498K +$14.1K +109 +3%
CWM
681
Compass Wealth Management
Connecticut
$497K -$124K -960 -21%
CWM
682
Centurion Wealth Management
Virginia
$491K +$10.4K +81 +2%
YDMI
683
Y.D. More Investments
Israel
$490K -$75K -582 -14%
LCGC
684
Legacy Capital Group California
California
$488K -$10.6K -82 -2%
UM
685
UniSuper Management
Australia
$486K +$60.9K +472 +15%
AGWCA
686
Annis Gardner Whiting Capital Advisors
Florida
$483K +$39.6K +307 +9%
MFG
687
MidWestOne Financial Group
Iowa
$475K +$8.25K +64 +2%
JEST
688
JTC Employer Solutions Trustee
Jersey
$470K – – –
WF
689
Welch & Forbes
Massachusetts
$468K +$12.9K +100 +3%
HEIP
690
Hudson Edge Investment Partners
New Jersey
$468K +$443K +3,435 New
HWM
691
HB Wealth Management
Georgia
$463K +$49.5K +384 +13%
BFEC
692
Benjamin F. Edwards & Company
Missouri
$463K +$149K +1,155 +51%
AAS
693
Ameritas Advisory Services
Nebraska
$448K -$24.5K -190 -6%
NWA
694
New World Advisors
Massachusetts
$443K +$10.6K +82 +3%
GIM
695
Grassi Investment Management
California
$438K -$4.67M -36,200 -92%
PM
696
Penbrook Management
New York
$436K -$38.7K -300 -9%
MAM
697
Maytree Asset Management
Hong Kong
$436K +$413K +3,200 New
CWM
698
Congress Wealth Management
Massachusetts
$436K +$412K +3,198 New
FNBT
699
FineMark National Bank & Trust
Florida
$435K +$12.9K +100 +3%
P
700
Pitcairn
Pennsylvania
$434K -$8.25K -64 -2%
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