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Name Holding Trade Value Shares
Change 		Change in
Stake
IA
501
IFP Advisors
Florida
$4.05M -$1.01M -4,864 -20%
AHB
502
Abner Herrman & Brock
New Jersey
$4.05M +$4.78K +23 +0.1%
KWA
503
Kingswood Wealth Advisors
California
$4.03M +$3.97M +19,106 New
PFS
504
Physicians Financial Services
North Carolina
$4.03M -$34.5K -166 -0.9%
BCM
505
Beck Capital Management
Texas
$4.03M +$74.8K +360 +2%
LAI
506
Legal Advantage Investments
California
$4.02M – – –
FCI
507
Financial Counselors Inc
Kansas
$4M +$9.35K +45 +0.2%
ONB
508
Old National Bancorp
Indiana
$3.99M -$11.8M -56,606 -75%
EIP
509
Easterly Investment Partners
Massachusetts
$3.97M +$3.91M +18,821 New
WP
510
Waycross Partners
Kentucky
$3.96M – – –
TIM
511
Thompson Investment Management
Wisconsin
$3.95M – – –
GFA
512
Gifford Fong Associates
California
$3.95M – – –
MGIA
513
Moneta Group Investment Advisors
Missouri
$3.94M +$128K +617 +3%
MIA
514
MMBG Investment Advisors
Florida
$3.93M +$103K +495 +3%
KC
515
Knuff & Co
California
$3.86M – – –
VIA
516
Vickerman Investment Advisors
Washington
$3.86M -$58K -279 -2%
BZWA
517
Blue Zone Wealth Advisors
California
$3.83M +$381K +1,833 +11%
DAS
518
Dynamic Advisor Solutions
Arizona
$3.81M -$515K -2,481 -12%
NMIMC
519
Northwestern Mutual Investment Management Company
Wisconsin
$3.77M +$33.4K +161 +0.9%
AWA
520
Arkadios Wealth Advisors
Georgia
$3.76M -$218K -1,051 -6%
SW
521
SVB Wealth
Massachusetts
$3.75M -$338K -1,629 -8%
BIM
522
Bridges Investment Management
Nebraska
$3.72M -$1.16M -5,563 -24%
TFS
523
Thoroughbred Financial Services
Tennessee
$3.67M +$6.02K +29 +0.2%
LS
524
Leelyn Smith
Illinois
$3.66M +$81.4K +392 +2%
HDIM
525
Hanson & Doremus Investment Management
Vermont
$3.65M +$282K +1,359 +9%
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