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Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
601
Cetera Advisor Networks
California
$485K +$111K +57 +32%
AT
602
American Trust
Kentucky
$480K +$459K +235 New
DLA
603
Douglas Lane & Associates
New York
$474K -$25.4K -13 -5%
TMAM
604
Tokio Marine Asset Management
Japan
$472K +$41K +21 +10%
FWIA
605
Fort Washington Investment Advisors
Ohio
$470K – – –
AMR
606
Asset Management Resources
Massachusetts
$470K +$25.4K +13 +6%
RIA
607
Realta Investment Advisors
Delaware
$466K -$9.77K -5 -2%
WC
608
Woodstock Corp
Massachusetts
$460K -$3.91K -2 -0.9%
SF
609
Symphony Financial
Texas
$458K +$420K +215 New
AG
610
Ascent Group
Virginia
$456K +$149K +76 +52%
WFI
611
West Family Investments
California
$452K – – –
NFG
612
Nations Financial Group
Iowa
$452K +$432K +221 New
EA
613
Ellsworth Advisors
Ohio
$451K -$197K -101 -34%
SFI
614
Siemens Fonds Invest
Germany
$450K – – –
AWM
615
Avitas Wealth Management
California
$448K +$428K +219 New
TAM
616
Trust Asset Management
Texas
$446K -$3.91K -2 -0.9%
CWM
617
Chesapeake Wealth Management
Virginia
$440K -$52.8K -27 -11%
HT
618
HighTower Trust
Texas
$438K +$9.77K +5 +2%
MYLI
619
Meiji Yasuda Life Insurance
Japan
$433K -$123K -63 -23%
OWM
620
OneAscent Wealth Management
Alabama
$431K +$412K +211 New
CT
621
Coastline Trust
Rhode Island
$429K -$313K -160 -43%
CAGAS
622
Capital Advisory Group Advisory Services
Minnesota
$429K – – –
LBA
623
Lowell Blake & Associates
Massachusetts
$429K +$410K +210 New
LDB
624
Lee, Danner & Bass
Tennessee
$425K – – –
SFA
625
Sequoia Financial Advisors
Ohio
$425K +$72.3K +37 +22%
23 24
25
26 27