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Name Holding Trade Value Shares
Change 		Change in
Stake
LI
976
LVZ Inc
Michigan
$1.15M +$189 +2 +0%
SWM
977
Segment Wealth Management
Texas
$1.15M -$157K -1,661 -12%
SPFA
978
Summit Place Financial Advisors
New Jersey
$1.15M +$27.6K +292 +2%
JF
979
Jump Financial
Illinois
$1.15M +$752K +7,957 +190%
PP
980
PDS Planning
Ohio
$1.15M +$52.7K +557 +5%
CWM
981
Circle Wealth Management
New Jersey
$1.15M -$284 -3 -0%
HCP
982
Hardin Capital Partners
South Carolina
$1.15M +$95 +1 +0%
AR
983
Advisory Research
Illinois
$1.14M -$50.6K -535 -4%
TCA
984
Transcend Capital Advisors
New Jersey
$1.14M +$8.79K +93 +0.8%
GIA
985
Guyasuta Investment Advisors
Pennsylvania
$1.14M -$75.6K -800 -6%
NEAM
986
New England Asset Management
Connecticut
$1.14M – – –
DWP
987
Daymark Wealth Partners
Ohio
$1.13M -$28.9K -306 -2%
V
988
ViaWealth
Kansas
$1.13M -$29.5K -312 -3%
AFA
989
AA Financial Advisors
Ohio
$1.13M +$49K +518 +5%
TSWM
990
Triangle Securities Wealth Management
North Carolina
$1.12M -$18.3K -194 -2%
EWM
991
Evercore Wealth Management
New York
$1.12M -$23.6K -250 -2%
SA
992
Sovran Advisors
California
$1.12M -$217K -2,291 -15%
FNBTCON
993
First National Bank & Trust Co of Newtown
Pennsylvania
$1.12M -$37.3K -395 -3%
APW
994
Aventura Private Wealth
Florida
$1.11M -$140K -1,479 -11%
WG
995
Welch Group
Alabama
$1.11M +$125K +1,317 +13%
CT
996
Caldwell Trust
Florida
$1.11M -$72.8K -770 -6%
ACM
997
Advisors Capital Management
New Jersey
$1.11M -$58.7K -621 -5%
BB
998
Busey Bank
Illinois
$1.11M +$2.84K +30 +0.3%
TAM
999
Todd Asset Management
Kentucky
$1.11M – – –
CCC
1000
Chelsea Counsel Company
California
$1.1M – – –
38 39
40
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