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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1201
Clearstead Advisors
Ohio
$722K +$100K +924 +15%
AA
1202
Advisory Alpha
Michigan
$722K -$365K -3,360 -32%
CI
1203
Clal Insurance
Israel
$720K +$760K +7,000 New
BMCM
1204
Bryn Mawr Capital Management
Pennsylvania
$716K +$756K +6,961 New
OBWG
1205
Onyx Bridge Wealth Group
New York
$715K +$134K +1,234 +22%
SCM
1206
Silvant Capital Management
Georgia
$714K – – –
CAM
1207
Cozad Asset Management
Illinois
$712K -$48.8K -450 -6%
JIC
1208
Johnson Investment Counsel
Ohio
$711K +$217K +2,002 +41%
FCI
1209
Financial Counselors Inc
Kansas
$710K +$148K +1,365 +25%
NCM
1210
NCM Capital Management
New Jersey
$708K +$20.8K +192 +3%
RIA
1211
Realta Investment Advisors
Delaware
$704K – – –
GCA
1212
Gradient Capital Advisors
California
$700K +$496K +4,568 +204%
BCA
1213
Bay Colony Advisors
Massachusetts
$698K +$198K +1,827 +37%
ECA
1214
Elevated Capital Advisors
Utah
$695K -$9.66K -89 -1%
SVWAG
1215
Sound View Wealth Advisors Group
Georgia
$692K +$33.3K +307 +5%
QC
1216
Quent Capital
New York
$692K +$25.4K +234 +4%
VEA
1217
Virtus ETF Advisers
New York
$692K +$731K +6,731 New
YAVAPFMC
1218
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$691K – – –
BSW
1219
Buckingham Strategic Wealth
Missouri
$691K +$71.8K +661 +11%
ORAM
1220
One River Asset Management
Connecticut
$689K +$722K +6,649 New
AIIMS
1221
Analyst IMS Investment Management Services
Israel
$689K – – –
EWA
1222
EverSource Wealth Advisors
Alabama
$680K +$9.44K +87 +1%
IIM
1223
Intact Investment Management
Quebec, Canada
$674K – – –
CWM
1224
Cornerstone Wealth Management
Missouri
$671K +$280K +2,581 +65%
LIA
1225
LS Investment Advisors
Michigan
$667K +$30.9K +285 +5%
47 48
49
50 51