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Name Holding Trade Value Shares
Change 		Change in
Stake
DF
751
Define Financial
California
$449K -$3.64M -27,166 -87%
VCM
752
Versant Capital Management
Arizona
$447K +$400K +2,988 +398%
HWAM
753
Hennion & Walsh Asset Management
New Jersey
$446K +$79.6K +594 +19%
SC
754
Savant Capital
Illinois
$444K -$4.98M -37,166 -91%
BWA
755
Bordeaux Wealth Advisors
California
$442K -$384K -2,865 -44%
CSP
756
Cary Street Partners
Virginia
$442K -$15K -112 -3%
WEG
757
World Equity Group
Illinois
$438K +$264K +1,967 +116%
OAM
758
Oxford Asset Management
United Kingdom
$437K +$490K +3,658 New
FAM
759
Formidable Asset Management
Ohio
$437K – – –
OWP
760
ORG Wealth Partners
Texas
$436K -$38.7K -289 -7%
RIG
761
Ramiah Investment Group
Wisconsin
$429K -$3.21K -24 -0.7%
PGFC
762
Peapack-Gladstone Financial Corp
New Jersey
$428K -$7.37K -55 -2%
CPA
763
Capital Performance Advisors
California
$426K +$52.9K +395 +12%
SIG
764
Stonegate Investment Group
Alabama
$426K +$61.4K +458 +15%
SWP
765
Stratos Wealth Partners
Ohio
$426K -$363K -2,706 -43%
SWM
766
Salvus Wealth Management
New Jersey
$421K +$8.44K +63 +2%
AG
767
Ascent Group
Virginia
$421K +$472K +3,523 New
WF
768
Welch & Forbes
Massachusetts
$420K +$10K +75 +2%
HHRDM
769
H&H Retirement Design & Management
Nevada
$415K +$499K +3,722 New
YDMI
770
Y.D. More Investments
Israel
$413K – – –
AAS
771
Ameritas Advisory Services
Nebraska
$413K +$2.28K +17 +0.5%
NWA
772
New World Advisors
Massachusetts
$413K +$66.2K +494 +17%
FAIM
773
Financial Advocates Investment Management
Washington
$411K +$131K +981 +40%
OAM
774
Occidental Asset Management
California
$409K +$152K +1,137 +50%
TPA
775
Trivium Point Advisory
Connecticut
$407K +$13.3K +99 +3%
29 30
31
32 33