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Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
751
Dynamic Advisor Solutions
Arizona
$1.64M +$646K +6,342 +67%
BRWA
752
B. Riley Wealth Advisors
Florida
$1.63M -$203K -1,989 -11%
RPC
753
Rossmore Private Capital
Connecticut
$1.63M – – –
BCM
754
Blume Capital Management
California
$1.63M -$61.2K -600 -4%
NSIM
755
North Star Investment Management
Illinois
$1.63M -$33.1K -325 -2%
SW
756
Simplicity Wealth
New Jersey
$1.62M -$2.39M -23,448 -60%
KWM
757
Kingsview Wealth Management
Oregon
$1.6M +$65.6K +644 +4%
PTP
758
Platform Technology Partners
New York
$1.6M -$19.6K -192 -1%
TCOK
759
Trust Company of Kansas
Kansas
$1.6M +$122K +1,200 +8%
PCM
760
Parsons Capital Management
Rhode Island
$1.6M – – –
VSQM
761
V-Square Quantitative Management
Illinois
$1.59M +$77.1K +756 +5%
JWCA
762
J.W. Cole Advisors
Florida
$1.59M +$446K +4,378 +40%
MAM
763
Milestone Asset Management
Pennsylvania
$1.59M +$1.56M +15,309 New
GT
764
Glenview Trust
Kentucky
$1.59M +$3.57K +35 +0.2%
MWM
765
Mattern Wealth Management
Kansas
$1.58M -$771K -7,562 -33%
SMC
766
Smith, Moore & Co
Missouri
$1.58M +$216K +2,121 +16%
S
767
SignatureFD
Georgia
$1.58M -$257K -2,520 -14%
UFF
768
USA Financial Formulas
Michigan
$1.57M -$161K -1,581 -9%
ADL
769
Asset Dedication LLC
California
$1.56M -$211K -2,070 -12%
MIM
770
Morningstar Investment Management
Illinois
$1.56M +$285K +2,792 +22%
LWANC
771
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.54M -$1.94K -19 -0.1%
OIA
772
OneDigital Investment Advisors
Kansas
$1.54M +$290K +2,847 +24%
WB
773
WesBanco Bank
West Virginia
$1.54M -$195K -1,911 -11%
CA
774
CoreCap Advisors
Michigan
$1.54M +$1.51M +14,813 New
SSWM
775
Smith Salley Wealth Management
North Carolina
$1.54M +$1.51M +14,792 New
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