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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
751
Prudential plc
United Kingdom
$309K +$329K +4,285 New
CA
752
Calton & Associates
Florida
$307K – – –
CSIC
753
Clifford Swan Investment Counsel
California
$306K -$230 -3 -0.1%
CGPCS
754
Capital Group Private Client Services
California
$306K – – –
PCIA
755
Prime Capital Investment Advisors
Kansas
$306K -$169K -2,209 -34%
FWM
756
Focused Wealth Management
New York
$305K -$455K -5,934 -58%
SC
757
Stephens Consulting
Michigan
$299K +$6.98K +91 +2%
GAG
758
GM Advisory Group
New York
$297K -$9.28K -121 -3%
GLA
759
Good Life Advisors
Pennsylvania
$296K +$30.1K +392 +11%
CB
760
Commerce Bank
Missouri
$295K -$49K -639 -13%
SC
761
Savant Capital
Illinois
$294K +$90.5K +1,180 +41%
IRC
762
Investors Research Corp
Georgia
$293K – – –
AAB
763
ABN AMRO Bank
Netherlands
$292K -$180K -2,345 -37%
WB
764
WesBanco Bank
West Virginia
$292K – – –
KWM
765
Kingsview Wealth Management
Oregon
$292K +$4.14K +54 +1%
MAC
766
Mason & Associates (California)
California
$292K – – –
BSW
767
Buckingham Strategic Wealth
Missouri
$291K -$3.53K -46 -1%
KCM
768
Kathmere Capital Management
Pennsylvania
$289K +$62.9K +820 +26%
EWA
769
Evolution Wealth Advisors
Florida
$288K +$12.1K +158 +4%
AWE
770
Avidian Wealth Enterprises
Texas
$287K +$39K +508 +15%
TFP
771
TrueWealth Financial Partners
Washington
$281K – – –
AF
772
Allworth Financial
California
$280K +$28.3K +369 +11%
ICP
773
Interchange Capital Partners
Pennsylvania
$279K +$297K +3,873 New
MOS
774
MGO One Seven
Ohio
$279K -$7.97K -104 -3%
RRWA
775
Rainey & Randall Wealth Advisors
Florida
$279K -$88.4K -1,153 -23%
29 30
31
32 33