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Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1476
Alera Investment Advisors
Illinois
$527K +$96.2K +843 +26%
BWAM
1477
Boyd Watterson Asset Management
Ohio
$525K -$570 -5 -0.1%
TAM
1478
Trillium Asset Management
Massachusetts
$525K -$114 -1 -0%
MSFS
1479
Main Street Financial Solutions
Pennsylvania
$524K +$108K +950 +30%
PC
1480
Port Capital
Illinois
$524K -$40K -351 -8%
ADL
1481
Asset Dedication LLC
California
$524K -$17.7K -155 -4%
GGS
1482
Galvin Gaustad & Stein
Arizona
$523K +$1.6K +14 +0.3%
AT
1483
Arden Trust
Delaware
$523K – – –
XF
1484
XML Financial
Maryland
$521K -$56.7K -497 -11%
NCM
1485
Neumann Capital Management
California
$520K – – –
BCG
1486
Breakwater Capital Group
New Jersey
$519K +$15.7K +138 +4%
FSC
1487
Full Sail Capital
Oklahoma
$519K – – –
FFA
1488
Founders Financial Alliance
North Carolina
$517K -$50K -438 -10%
CWM
1489
Calamos Wealth Management
Illinois
$517K -$1.71K -15 -0.4%
CCA
1490
Cadent Capital Advisors
Oklahoma
$517K +$2.17K +19 +0.5%
CCWM
1491
Cassaday & Co Wealth Management
Virginia
$516K +$84.8K +743 +22%
PL
1492
Plancorp LLC
Missouri
$515K +$64.6K +566 +16%
BG
1493
Bahl & Gaynor
Ohio
$515K +$49.5K +434 +12%
CWP
1494
Cyndeo Wealth Partners
Florida
$515K +$81.4K +714 +21%
AC
1495
Allstate Corporation
Illinois
$513K +$5.82K +51 +1%
OWM
1496
OneAscent Wealth Management
Alabama
$513K -$14.9K -131 -3%
SWA
1497
Stratos Wealth Advisors
Ohio
$513K -$3.18M -27,848 -87%
NSAM
1498
North Star Asset Management
Wisconsin
$513K -$11.4K -100 -2%
TF
1499
Tompkins Financial
New York
$511K -$19.5K -171 -4%
DI
1500
Diligent Investors
California
$511K +$45.5K +399 +11%
58 59
60
61 62