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Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
876
Sargent Investment Group
Maryland
$749K +$53.1K +346 +7%
BCI
877
Brinker Capital Investments
Pennsylvania
$746K +$79.1K +516 +9%
CW
878
CreativeOne Wealth
Kansas
$745K -$158K -1,032 -14%
PHS
879
Pekin Hardy Strauss
Illinois
$743K – – –
WPW
880
Waldron Private Wealth
Pennsylvania
$740K +$20.6K +134 +2%
ASC
881
Atalanta Sosnoff Capital
New York
$739K +$936K +6,100 New
6F
882
626 Financial
Michigan
$737K -$613 -4 -0.1%
AWA
883
Arete Wealth Advisors
Illinois
$733K +$164K +1,072 +22%
BA
884
Bristlecone Advisors
Washington
$731K +$4.45K +29 +0.5%
RIA
885
Regal Investment Advisors
Michigan
$731K +$393K +2,561 +74%
CHC
886
City Holding Co
West Virginia
$730K -$17K -111 -2%
EAM
887
Evanson Asset Management
California
$729K – – –
RWA
888
Ropes Wealth Advisors
Massachusetts
$728K -$7.97K -52 -0.9%
PWA
889
Primoris Wealth Advisors
Florida
$726K -$3.83K -25 -0.4%
PA
890
Parallel Advisors
California
$724K +$128K +836 +16%
DP
891
Dearborn Partners
Illinois
$720K -$52.1K -340 -5%
WAM
892
Wallington Asset Management
Indiana
$720K -$19.2K -125 -2%
AIS
893
AM Investment Strategies
Tennessee
$720K +$21.3K +139 +2%
BI
894
Bramshill Investments
Florida
$717K -$908K -5,923 -50%
CCA
895
Checchi Capital Advisers
California
$715K -$125K -816 -12%
ACP
896
Ashfield Capital Partners
California
$714K – – –
CCM
897
Cribstone Capital Management
Maine
$713K -$148K -968 -14%
DPIM
898
Duff & Phelps Investment Management
Illinois
$713K – – –
PTC
899
Private Trust Company
Ohio
$713K +$16.6K +108 +2%
CFG
900
Cooper Financial Group
California
$712K -$110K -720 -11%
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