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Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
751
Independent Advisor Alliance
North Carolina
$408K +$412K +2,961 New
VFA
752
Voya Financial Advisors
Connecticut
$403K +$28.8K +207 +8%
CA
753
Clearstead Advisors
Ohio
$402K -$12.8K -92 -3%
BRWA
754
B. Riley Wealth Advisors
Florida
$401K -$7.8K -56 -2%
FNT
755
First National Trust
Pennsylvania
$401K -$4.04K -29 -1%
MC
756
Muzinich & Co
New York
$401K – – –
LAIC
757
Lederer & Associates Investment Counsel
California
$399K -$48K -345 -11%
EMG
758
Ellington Management Group
Connecticut
$396K +$404K +2,900 New
PP
759
Prudential plc
United Kingdom
$393K +$17.3K +124 +5%
CL
760
Choreo LLC
Illinois
$388K +$65.3K +469 +20%
FMWA
761
Forvis Mazars Wealth Advisors
Missouri
$383K -$21.7K -156 -5%
RCM
762
RB Capital Management
Nevada
$380K +$15.5K +111 +4%
DWT
763
Dorsey & Whitney Trust
South Dakota
$370K +$378K +2,718 New
LC
764
Lincoln Capital
Nebraska
$369K -$3.9K -28 -1%
BCMO
765
Buckingham Capital Management (Ohio)
Ohio
$369K – – –
SCM
766
Sandler Capital Management
New York
$369K – – –
QIM
767
Quest Investment Management
Oregon
$366K – – –
FHC
768
First Heartland Consultants
Missouri
$359K +$557 +4 +0.2%
MAS
769
Managed Account Services
Florida
$357K – – –
CFA
770
Carroll Financial Associates
North Carolina
$345K -$30.9K -222 -8%
FC
771
FCA Corp
Texas
$342K – – –
PFS
772
Prospera Financial Services
Texas
$339K +$6.68K +48 +2%
IWM
773
IHT Wealth Management
Illinois
$338K +$278 +2 +0.1%
RE
774
RBC Europe
United Kingdom
$331K +$338K +2,425 New
SSP
775
Sapphire Star Partners
Washington
$331K +$59.2K +425 +21%
29 30
31
32 33