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Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
701
Visionary Wealth Advisors
Illinois
$243K +$252K +8,280 New
FRM
702
Fox Run Management
Connecticut
$242K -$230K -7,554 -48%
CAL
703
Capital Analysts LLC
Pennsylvania
$242K -$27.3K -894 -10%
UF
704
Univest Financial
Pennsylvania
$242K +$3.81K +125 +2%
CFG
705
Citizens Financial Group
Rhode Island
$240K – – –
SCI
706
Stableford Capital II
Arizona
$240K – – –
RCM
707
Requisite Capital Management
Texas
$238K +$246K +8,081 New
CCM
708
Cohen Capital Management
California
$237K – – –
HIMC
709
Heritage Investors Management Corp
Maryland
$236K – – –
POIA
710
Pin Oak Investment Advisors
Texas
$235K -$31.2K -1,025 -11%
SFG
711
Summit Financial Group
West Virginia
$235K – – –
YIH
712
Y-Intercept (HK)
Hong Kong
$235K +$243K +7,987 New
BRWM
713
B. Riley Wealth Management
Tennessee
$234K +$457 +15 +0.2%
HW
714
Hancock Whitney
Mississippi
$233K -$50.6K -1,661 -17%
SIC
715
Shoker Investment Counsel
Ohio
$233K +$1.77K +58 +0.7%
SFG
716
StrategIQ Financial Group
Indiana
$232K – – –
SP
717
Successful Portfolios
Florida
$231K -$2.93K -96 -1%
AWM
718
Accurate Wealth Management
Florida
$231K +$239K +7,842 New
WA
719
WealthTrust Axiom
Pennsylvania
$230K -$12K -393 -5%
NPPM
720
North Point Portfolio Managers
Ohio
$230K – – –
PM
721
Parametrica Management
Hong Kong
$230K +$238K +7,821 New
WANY
722
Wealthspire Advisors (New York)
New York
$229K -$45.9K -1,505 -16%
PFA
723
Pinnacle Family Advisors
Missouri
$229K – – –
FAM
724
Formidable Asset Management
Ohio
$228K -$796K -26,095 -77%
RIA
725
Regal Investment Advisors
Michigan
$225K -$8.47K -278 -4%
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