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Name Holding Trade Value Shares
Change 		Change in
Stake
SGA
426
Strategic Global Advisors
California
$873K -$55.3K -1,489 -6%
AWE
427
Avidian Wealth Enterprises
Texas
$870K -$42.9K -1,156 -5%
JGUA
428
John G. Ullman & Associates
New York
$863K – – –
OPWM
429
Oxinas Partners Wealth Management
Indiana
$863K -$9.98K -269 -1%
FFA
430
Founders Financial Alliance
North Carolina
$847K -$31.2K -841 -4%
PVH
431
Psagot Value Holdings
Israel
$844K +$37.1K +1,000 +5%
LBWM
432
Left Brain Wealth Management
Illinois
$842K – – –
DIA
433
Dana Investment Advisors
Wisconsin
$841K -$22.7K -611 -3%
RPC
434
Rossmore Private Capital
Connecticut
$839K -$24.7K -666 -3%
HIS
435
Horizon Investment Services
Indiana
$837K -$4.49K -121 -0.6%
WIM
436
Wittenberg Investment Management
Massachusetts
$836K – – –
JIC
437
Johnson Investment Counsel
Ohio
$835K +$19.1K +515 +2%
OPCM
438
Osborne Partners Capital Management
California
$832K +$5.08K +137 +0.6%
KIA
439
KLR Investment Advisors
Rhode Island
$828K -$705 -19 -0.1%
CCA
440
Checchi Capital Advisers
California
$824K +$32.4K +872 +4%
CM
441
Caption Management
Oklahoma
$817K – – –
CCFCSB
442
Cape Cod Five Cents Savings Bank
Massachusetts
$816K +$391K +10,532 +100%
VA
443
Vident Advisory
Georgia
$815K +$782K +21,057 New
OHIS
444
Oak Harvest Investment Services
Texas
$810K -$2.45K -66 -0.3%
GVAG
445
Great Valley Advisor Group
Delaware
$800K +$173K +4,671 +29%
BSW
446
Buckingham Strategic Wealth
Missouri
$799K +$147K +3,963 +24%
RFG
447
Range Financial Group
Oregon
$796K -$34.6K -931 -4%
ZB
448
Zions Bancorporation
Utah
$794K -$40.3K -1,086 -5%
CC
449
Courier Capital
New York
$791K – – –
PWPS
450
Pinnacle Wealth Planning Services
Ohio
$789K -$1.74K -47 -0.2%
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