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Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
751
Essex Financial Services
Connecticut
$947K – – –
MTC
752
McDaniel Terry & Co
Texas
$941K -$20.6K -202 -2%
ANRIA
753
American National Registered Investment Advisor
Texas
$931K -$2.86K -28 -0.3%
CIS
754
Capital International Sarl
California
$929K -$66.5K -651 -7%
VWA
755
V Wealth Advisors
Kansas
$923K -$91.3K -893 -9%
AG
756
AIA Group
Hong Kong
$922K +$164K +1,604 +22%
GG
757
Golden Green
South Carolina
$922K +$629K +6,153 +219%
MIG
758
McGuire Investment Group
Rhode Island
$917K – – –
AIP
759
Almanack Investment Partners
Pennsylvania
$917K +$910K +8,907 New
WFG
760
Wills Financial Group
Virginia
$914K +$2.35K +23 +0.3%
CG
761
Caprock Group
Idaho
$907K +$86.5K +846 +11%
TFA
762
Toth Financial Advisory
Virginia
$904K +$838K +8,202 +1,402%
PWM
763
Perigon Wealth Management
California
$899K -$33.7K -330 -4%
HHGC
764
Hunting Hill Global Capital
New York
$898K +$892K +8,730 New
QTM
765
qPULA Trading Management
New York
$892K +$887K +8,673 New
PP
766
Professional Planning
California
$888K +$38.9K +381 +5%
ADL
767
Asset Dedication LLC
California
$886K -$716 -7 -0.1%
FA
768
Faithward Advisors
Pennsylvania
$886K +$310K +3,035 +54%
SW
769
SVB Wealth
Massachusetts
$885K +$146K +1,425 +20%
NIP
770
Nicholas Investment Partners
California
$885K +$171K +1,676 +24%
BHWM
771
Bar Harbor Wealth Management
New Hampshire
$884K -$51.1K -500 -5%
BL
772
BFSG LLC
California
$883K +$877K +8,583 New
MIFH
773
Migdal Insurance & Financial Holdings
Israel
$882K +$876K +8,574 New
EGM
774
Engineers Gate Manager
New York
$881K +$875K +8,560 New
GWM
775
Geneos Wealth Management
Colorado
$872K -$568K -5,556 -39%
29 30
31
32 33