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Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
851
L2 Asset Management
Massachusetts
$5.67M +$5.37M +105,092 +1,465%
PA
852
Parallel Advisors
California
$5.67M -$582K -11,391 -9%
AAS
853
Annex Advisory Services
Wisconsin
$5.66M +$1.86M +36,362 +48%
OIAM
854
OFI Invest Asset Management
France
$5.66M +$6.32M +123,709 New
TW
855
Transform Wealth
Colorado
$5.64M -$6.08M -119,007 -52%
NC
856
NewSquare Capital
Pennsylvania
$5.64M +$277K +5,425 +5%
AF
857
Allworth Financial
California
$5.62M +$36.3K +710 +0.6%
WG
858
Welch Group
Alabama
$5.61M +$64.7K +1,266 +1%
AG
859
Ascent Group
Virginia
$5.6M +$256K +5,010 +5%
HEIP
860
Hudson Edge Investment Partners
New Jersey
$5.6M +$307K +6,017 +6%
WAS
861
Wesleyan Assurance Society
United Kingdom
$5.59M – – –
SWA
862
SFMG Wealth Advisors
Texas
$5.57M +$999K +19,545 +22%
SWM
863
Spire Wealth Management
Virginia
$5.57M +$3.86M +75,506 +228%
HT
864
Heritage Trust
Oklahoma
$5.56M +$10.7K +210 +0.2%
LDB
865
Lee, Danner & Bass
Tennessee
$5.55M -$1.04M -20,302 -16%
TCOT
866
Trust Company of Toledo
Ohio
$5.53M +$659K +12,900 +13%
CA
867
CoreCap Advisors
Michigan
$5.52M -$154K -3,020 -3%
FNBOO
868
First National Bank of Omaha
Nebraska
$5.52M -$473K -9,252 -8%
TCM
869
Twin Capital Management
Pennsylvania
$5.52M -$438K -8,563 -7%
FTDI
870
First Trust Direct Indexing
Massachusetts
$5.5M +$550K +10,755 +11%
LNC
871
Lincoln National Corp
Pennsylvania
$5.49M +$597K +11,680 +12%
HPIA
872
Hamilton Point Investment Advisors
North Carolina
$5.49M +$204K +3,996 +4%
KIA
873
KCM Investment Advisors
California
$5.48M -$193K -3,776 -3%
PTB
874
Pioneer Trust Bank
Oregon
$5.48M +$194K +3,790 +4%
HI
875
Horizon Investments
North Carolina
$5.47M -$872K -17,062 -14%
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