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Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
526
Recurrent Investment Advisors
Texas
$554K -$77.1K -2,058 -2%
NAS
527
Nicolet Advisory Services
Wisconsin
$551K +$600 +16 +0.1%
HFS
528
Hantz Financial Services
Michigan
$545K +$16.9K +450 +3%
MP
529
McDonald Partners
Ohio
$545K -$150K -4,000 -21%
IR
530
IAT Reinsurance
New York
$542K – – –
PCS
531
Personal CFO Solutions
New Jersey
$536K +$16.3K +435 +3%
MPI
532
Mairs & Power Inc
Minnesota
$536K – – –
HIC
533
Holderness Investments Company
North Carolina
$536K – – –
LA
534
LVW Advisors
New York
$535K -$26.2K -700 -5%
EWA
535
EverSource Wealth Advisors
Alabama
$534K +$18.7K +498 +3%
BBI
536
Baxter Bros Inc
Connecticut
$530K -$74.9K -2,000 -12%
SF
537
Summit Financial
New Jersey
$529K +$277K +7,383 +102%
MIS
538
Morningstar Investment Services
Illinois
$529K +$209K +5,571 +61%
KS
539
Karpas Strategies
Connecticut
$526K – – –
GLA
540
Good Life Advisors
Pennsylvania
$526K +$19.6K +524 +4%
CWM
541
Congress Wealth Management
Massachusetts
$523K +$543K +14,480 New
PCIA
542
Prime Capital Investment Advisors
Kansas
$520K -$110K -2,934 -17%
WA
543
Waverly Advisors
Alabama
$510K -$49.4K -1,318 -9%
ACG
544
Allen Capital Group
Nebraska
$510K +$375 +10 +0.1%
BTI
545
Blue Trust Inc
Georgia
$504K +$140K +3,747 +39%
BB
546
Busey Bank
Illinois
$502K -$17.9K -479 -3%
SXL
547
Summit X LLC
Missouri
$502K +$210K +5,610 +66%
CCM
548
Coldstream Capital Management
Washington
$500K -$7.2K -192 -1%
CGL
549
Clarius Group LLC
Washington
$494K -$60.3K -1,610 -11%
HNB
550
Hilltop National Bank
Wyoming
$494K +$2.4K +64 +0.5%
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