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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
851
Cadent Capital Advisors
Oklahoma
$497K +$428K +5,295 New
PFA
852
Paradigm Financial Advisors
Missouri
$496K +$11.3K +140 +3%
PWM
853
Peterson Wealth Management
Nevada
$496K +$427K +5,278 New
NERM
854
New England Research & Management
Illinois
$495K +$12.1K +150 +3%
SVWAG
855
Sound View Wealth Advisors Group
Georgia
$494K +$81 +1 +0%
FAN
856
Financial Advisors Network
California
$494K +$134K +1,662 +46%
SCM
857
Stonebridge Capital Management
California
$493K – – –
AFAS
858
Acorn Financial Advisory Services
Virginia
$492K -$288K -3,565 -40%
IC
859
Inverness Counsel
New York
$492K +$423K +5,237 New
JHCP
860
Jackson Hole Capital Partners
Oklahoma
$491K +$1.21K +15 +0.3%
PP
861
Pacifica Partners
Canada
$490K +$423K +5,235 New
SS
862
Simplicity Solutions
Minnesota
$488K +$68.6K +849 +20%
WJWM
863
Williams Jones Wealth Management
New York
$484K -$91.6K -1,134 -18%
GWM
864
GSB Wealth Management
Connecticut
$484K +$20.2K +250 +5%
WPW
865
Waldron Private Wealth
Pennsylvania
$483K +$4.2K +52 +1%
KF
866
Krilogy Financial
Missouri
$482K +$90.4K +1,118 +28%
NCM
867
Novare Capital Management
North Carolina
$482K +$157K +1,946 +61%
CA
868
Clearstead Advisors
Ohio
$479K +$29.1K +360 +8%
PAS
869
Park Avenue Securities
New York
$478K +$20.4K +252 +5%
BAM
870
Beaumont Asset Management
Texas
$477K +$411K +5,082 New
SSB
871
Sandy Spring Bank
Maryland
$473K +$970 +12 +0.2%
GLA
872
Great Lakes Advisors
Illinois
$472K -$53K -656 -12%
CAM
873
Concorde Asset Management
Michigan
$472K +$9.05K +112 +2%
DCM
874
Decatur Capital Management
Georgia
$472K +$406K +5,025 New
ACM
875
Aljian Capital Management
Nevada
$471K – – –
33 34
35
36 37