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Name Holding Trade Value Shares
Change 		Change in
Stake
NSEDCP
1326
NJ State Employees Deferred Compensation Plan
New Jersey
$419K – – –
RIG
1327
RiverFront Investment Group
Virginia
$419K – – –
TSWM
1328
Triangle Securities Wealth Management
North Carolina
$418K – – –
SIC
1329
Sigma Investment Counselors
Michigan
$417K -$32.1K -180 -7%
SWA
1330
SOA Wealth Advisors
New York
$417K -$83.4K -468 -17%
NRI
1331
NFP Retirement Inc
California
$416K -$1.43K -8 -0.3%
PWA
1332
PCG Wealth Advisors
Kansas
$415K +$135K +759 +50%
MPI
1333
Mairs & Power Inc
Minnesota
$413K +$38.3K +215 +10%
PFM
1334
Peak Financial Management
Massachusetts
$412K +$66.8K +375 +20%
HCA
1335
Harbour Capital Advisors
Virginia
$410K – – –
PBC
1336
Pavion Blue Capital
California
$410K +$48.1K +270 +14%
CAC
1337
Core Alternative Capital
Georgia
$409K +$891 +5 +0.2%
SFWA
1338
Summit Financial Wealth Advisors
Louisiana
$407K +$21.9K +123 +6%
PFBT
1339
Parkside Financial Bank & Trust
Missouri
$407K -$277K -1,553 -41%
SFS
1340
Sharp Financial Services
Pennsylvania
$407K +$117K +655 +41%
KW
1341
KWB Wealth
California
$406K – – –
AC
1342
Addison Capital
Pennsylvania
$406K +$7.84K +44 +2%
PCA
1343
Pallas Capital Advisors
Massachusetts
$406K -$248K -1,394 -38%
TF
1344
Trek Financial
Arizona
$406K +$47.1K +264 +13%
LIM
1345
Leavell Investment Management
Alabama
$406K -$424K -2,379 -52%
DFG
1346
Delta Financial Group
New Jersey
$406K -$23.7K -133 -6%
SQA
1347
Simon Quick Advisors
New Jersey
$405K -$117K -659 -23%
CC
1348
Callan Capital
California
$404K -$28.7K -161 -7%
AO
1349
Advisor OS
Illinois
$402K -$3.74K -21 -0.9%
FBC
1350
Fairfield, Bush & Co
Connecticut
$402K -$25K -140 -6%
52 53
54
55 56