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Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
551
HB Wealth Management
Georgia
$264K +$258K +9,215 New
UCFA
552
United Capital Financial Advisors
Texas
$264K +$258K +9,213 New
BA
553
Bellwether Advisors
Nebraska
$261K – – –
MWM
554
Mattern Wealth Management
Kansas
$261K – – –
PGFC
555
Peapack-Gladstone Financial Corp
New Jersey
$259K -$1.22M -43,464 -83%
HAG
556
HighPoint Advisor Group
Illinois
$259K +$250K +8,907 New
GA
557
Geller Advisors
New York
$257K +$2.72K +97 +1%
LSAG
558
Lake Street Advisors Group
New Hampshire
$253K +$248K +8,839 New
NP
559
NorthRock Partners
Minnesota
$253K +$247K +8,810 New
HFAS
560
Hummer Financial Advisory Services
Illinois
$251K +$5.61K +200 +2%
FAN
561
Financial Advisors Network
California
$249K +$6.73K +240 +3%
PWA
562
Phoenix Wealth Advisors
North Carolina
$248K -$617 -22 -0.3%
LIM
563
Longfellow Investment Management
Massachusetts
$246K – – –
IB
564
Intrust Bank
Kansas
$245K +$240K +8,560 New
BC
565
Bridgefront Capital
Texas
$244K +$239K +8,528 New
SFS
566
Stiles Financial Services
Minnesota
$244K +$1.65K +59 +0.7%
AIMCA
567
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$244K – – –
EWA
568
EP Wealth Advisors
California
$243K -$8.74K -312 -4%
TWC
569
TD Waterhouse Canada
Ontario, Canada
$243K +$14.8K +529 +7%
NS
570
NBC Securities
Alabama
$241K -$49.8K -1,778 -17%
VFA
571
Voya Financial Advisors
Connecticut
$241K -$3.39K -121 -1%
CCIA
572
Campbell & Co Investment Adviser
Maryland
$241K -$1.93M -68,973 -89%
TCM
573
Telos Capital Management
California
$239K +$28.7K +1,023 +14%
EWA
574
EverSource Wealth Advisors
Alabama
$238K +$5.24K +187 +2%
IWA
575
Invera Wealth Advisors
Oregon
$237K +$232K +8,286 New
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