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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1501
Encompass Wealth Advisors
Oregon
$498K – – –
PA
1502
Probity Advisors
Texas
$498K +$24.7K +140 +5%
HT
1503
HighTower Trust
Texas
$498K +$133K +751 +34%
SWA
1504
Sax Wealth Advisors
New Jersey
$497K +$530 +3 +0.1%
CFG
1505
Cooper Financial Group
California
$497K +$143K +809 +37%
SGI
1506
Summit Global Investments
Utah
$495K -$422K -2,387 -44%
RG
1507
Rathbones Group
United Kingdom
$495K -$56.2K -318 -10%
ACM
1508
Allred Capital Management
Texas
$495K -$32.5K -184 -6%
SIC
1509
Sterling Investment Counsel
New York
$494K +$116K +657 +28%
CAN
1510
Claraphi Advisory Network
United States
$493K -$84.8K -480 -14%
FNBT
1511
FineMark National Bank & Trust
Florida
$492K -$49.3K -279 -9%
IC
1512
Inscription Capital
Texas
$491K -$255K -1,442 -33%
TRIA
1513
Trail Ridge Investment Advisors
Colorado
$489K -$2.47K -14 -0.5%
JIP
1514
Jaffetilchin Investment Partners
Florida
$489K +$7.42K +42 +1%
SFG
1515
Synergy Financial Group
California
$488K – – –
TA
1516
TFG Advisers
Michigan
$488K +$5.48K +31 +1%
VFG
1517
V2 Financial group
Illinois
$486K -$17.7K -100 -3%
VWA
1518
Visionary Wealth Advisors
Illinois
$486K -$41.9K -237 -7%
SC
1519
Solstein Capital
California
$482K -$1.24K -7 -0.2%
GI
1520
Gradient Investments
Minnesota
$481K +$16.1K +91 +3%
AFP
1521
Ausdal Financial Partners
Iowa
$479K -$128K -724 -20%
AC
1522
Addison Capital
Pennsylvania
$479K – – –
AFM
1523
Andesa Financial Management
Pennsylvania
$479K +$123K +698 +32%
PP
1524
PDS Planning
Ohio
$477K +$171K +967 +50%
WTA
1525
Washington Trust Advisors
Massachusetts
$476K -$106K -600 -17%
59 60
61
62 63