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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
751
Fountainhead AM
New Jersey
$432K +$25.9K +171 +7%
AF
752
Allworth Financial
California
$430K +$81.4K +538 +26%
MIP
753
Marietta Investment Partners
Wisconsin
$430K +$5.3K +35 +1%
AAS
754
Ameritas Advisory Services
Nebraska
$428K -$66.9K -442 -14%
VWA
755
Visionary Wealth Advisors
Illinois
$427K +$17.1K +113 +5%
SQA
756
Simon Quick Advisors
New Jersey
$426K +$46.9K +310 +14%
HFP
757
Holistic Financial Partners
Indiana
$422K +$2.42K +16 +0.6%
CCM
758
Coldstream Capital Management
Washington
$420K +$81.1K +536 +27%
DIM
759
DLK Investment Management
California
$419K -$1.51K -10 -0.4%
RA
760
RFG Advisory
Alabama
$414K +$380K +2,512 New
MWM
761
Moran Wealth Management
Florida
$411K +$138K +912 +58%
FFM
762
Fullerton Fund Management
Singapore
$410K -$16.2M -106,752 -98%
CA
763
Commerzbank Aktiengesellschaft
Germany
$408K +$78.9K +521 +27%
PPWP
764
Premier Path Wealth Partners
New Jersey
$406K +$29.2K +193 +9%
LCM
765
Lazari Capital Management
California
$401K -$15.1K -100 -4%
CCA
766
Cravens & Co Advisors
Tennessee
$400K -$1.51K -10 -0.4%
GIM
767
Grassi Investment Management
California
$399K -$121K -800 -25%
YC
768
Yarbrough Capital
Tennessee
$397K – – –
GAM
769
Gotham Asset Management
New York
$390K -$332K -2,191 -48%
PAI
770
Pittenger & Anderson Inc
Nebraska
$388K -$32.5K -215 -8%
MOS
771
MGO One Seven
Ohio
$379K -$4.69K -31 -1%
PP
772
PDS Planning
Ohio
$375K +$31.5K +208 +10%
VT
773
Vise Technologies
New York
$375K +$68.6K +453 +25%
CC
774
Cornerstone Capital
California
$374K -$72.7K -480 -17%
MIH
775
Meitav Investment House
Israel
$372K -$651K -4,300 -66%
29 30
31
32 33