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Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
1126
Valley National Advisers
Pennsylvania
$759K +$77.9K +388 +11%
AC
1127
Abbrea Capital
California
$759K +$95.1K +474 +14%
EGM
1128
Engineers Gate Manager
New York
$759K +$796K +3,966 New
PFGIA
1129
Patriot Financial Group Insurance Agency
Massachusetts
$758K -$53.2K -265 -6%
MG
1130
Mather Group
Illinois
$758K +$795K +3,959 New
TWM
1131
Tradition Wealth Management
Minnesota
$757K -$14.5K -72 -2%
IP
1132
Investment Partners
Ohio
$757K -$2.21K -11 -0.3%
SDWIA
1133
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$752K -$55.2K -275 -7%
PAI
1134
Pittenger & Anderson Inc
Nebraska
$751K -$123K -615 -14%
VF
1135
Vista Finance
Missouri
$751K – – –
CCC
1136
Chelsea Counsel Company
California
$751K +$4.01K +20 +0.5%
AHC
1137
Adell Harriman & Carpenter
Texas
$750K -$114K -569 -13%
SS
1138
Simplicity Solutions
Minnesota
$749K -$161K -801 -17%
CA
1139
Calton & Associates
Florida
$748K -$3.41K -17 -0.4%
DAM
1140
Diamant Asset Management
Connecticut
$746K -$20.1K -100 -3%
CAP
1141
Columbia Advisory Partners
Washington
$746K -$7.83K -39 -1%
SFWA
1142
Summit Financial Wealth Advisors
Louisiana
$746K +$160K +795 +26%
CFGS
1143
Concourse Financial Group Securities
Alabama
$744K -$939K -4,678 -55%
LA
1144
Lifeworks Advisors
Michigan
$742K -$263K -1,311 -25%
ITIM
1145
Indiana Trust & Investment Management
Indiana
$742K -$6.02K -30 -0.8%
BTW
1146
Boston Trust Walden
Massachusetts
$741K – – –
TWP
1147
Tempus Wealth Planning
California
$741K +$22.5K +112 +3%
SXL
1148
Summit X LLC
Missouri
$736K +$102K +508 +15%
OPS
1149
Orion Portfolio Solutions
Nebraska
$732K -$19.5K -97 -2%
OIM
1150
Orca Investment Management
Oregon
$731K +$401 +2 +0.1%
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