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Name Holding Trade Value Shares
Change 		Change in
Stake
KJWM
976
Kiley Juergens Wealth Management
Washington
$464K +$38.1K +200 +9%
CFA
977
Capstone Financial Advisors
Illinois
$460K -$27.1K -142 -5%
OIA
978
Optimum Investment Advisors
Illinois
$460K +$9.53K +50 +2%
EWA
979
EP Wealth Advisors
California
$460K +$15.1K +79 +3%
NG
980
Northstar Group
New York
$460K +$100K +525 +27%
AIA
981
Armor Investment Advisors
North Carolina
$452K +$34.3K +180 +8%
CFD
982
Creative Financial Designs
Indiana
$450K +$14.7K +77 +3%
VWM
983
Venturi Wealth Management
Texas
$446K – – –
NEPWA
984
New England Private Wealth Advisors
Massachusetts
$445K +$95.3K +500 +26%
EA
985
Edge Advisors
Georgia
$443K – – –
ANB
986
Amarillo National Bank
Texas
$440K – – –
PMG
987
ProVise Management Group
Florida
$439K -$170K -890 -27%
HIIFS
988
Harel Insurance Investments & Financial Services
Israel
$438K -$476K -2,496 -51%
CA
989
Clearstead Advisors
Ohio
$437K +$52.6K +276 +13%
ACM
990
Aviance Capital Management
Florida
$435K -$727K -3,816 -62%
PAS
991
Partnervest Advisory Services
California
$435K -$107K -560 -19%
CA
992
Continuum Advisory
Idaho
$435K +$61.2K +321 +16%
FHA
993
First Horizon Advisors
Tennessee
$433K +$162K +850 +57%
PFS
994
Prospera Financial Services
Texas
$429K +$90.2K +473 +26%
KF
995
Krilogy Financial
Missouri
$426K +$90.5K +475 +26%
CPIG
996
Chicago Partners Investment Group
Illinois
$424K +$24.2K +127 +6%
HCM
997
Horan Capital Management
Maryland
$423K – – –
IUHSA
998
Itau Unibanco Holding S.A.
Brazil
$421K +$435K +2,280 New
CAAS
999
Capital Asset Advisory Services
Michigan
$419K +$431K +2,259 New
TSW
1000
Thompson Siegel & Walmsley
Virginia
$417K -$162K -850 -27%
38 39
40
41 42