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Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
1001
Kingsview Wealth Management
Oregon
$290K +$271K +4,300 New
CWS
1002
Confluence Wealth Services
Pennsylvania
$288K +$270K +4,282 New
PIM
1003
Plato Investment Management
Australia
$287K +$259K +4,111 +2,816%
TCOV
1004
Trust Company of Vermont
Vermont
$286K – – –
SLG
1005
Stanley-Laman Group
Pennsylvania
$283K – – –
PRS
1006
Pinkerton Retirement Specialists
Idaho
$283K +$265K +4,198 New
HB
1007
HTLF Bank
Colorado
$282K +$6.31K +100 +2%
CIA
1008
Choate Investment Advisors
Massachusetts
$281K +$12.4K +196 +5%
PHAM
1009
Palisades Hudson Asset Management
Florida
$280K – – –
RCAG
1010
Rehmann Capital Advisory Group
Michigan
$278K +$260K +4,123 New
GRP
1011
Global Retirement Partners
California
$277K +$95.6K +1,515 +58%
SWP
1012
Strategic Wealth Partners
Ohio
$276K -$2.9K -46 -1%
MC
1013
Moors & Cabot
Massachusetts
$275K -$17K -270 -6%
OIA
1014
Optimum Investment Advisors
Illinois
$274K +$10.2K +161 +4%
VC
1015
Vicus Capital
Pennsylvania
$272K +$6.69K +106 +3%
WMWM
1016
Whitaker-Myers Wealth Managers
Ohio
$272K – – –
AAS
1017
Ameritas Advisory Services
Nebraska
$271K +$253K +4,015 New
HIA
1018
Harbor Investment Advisory
Maryland
$270K -$505 -8 -0.2%
EWA
1019
EP Wealth Advisors
California
$270K -$486K -7,705 -66%
KIC
1020
Keating Investment Counselors
Florida
$269K +$252K +4,000 New
SHFA
1021
SS&H Financial Advisors
Michigan
$269K +$252K +4,000 New
IAA
1022
Independent Advisor Alliance
North Carolina
$269K +$252K +3,992 New
SF
1023
Symphony Financial
Texas
$269K +$251K +3,980 New
FNWA
1024
Financial Network Wealth Advisors
Utah
$268K +$12.6K +199 +5%
SMA
1025
Sage Mountain Advisors
Georgia
$266K +$250K +3,956 New
39 40
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42 43