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Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
901
Regal Investment Advisors
Michigan
$4.36M +$132K +2,783 +3%
SAG
902
SageView Advisory Group
California
$4.36M +$41.6K +877 +1%
IFAM
903
Institutional & Family Asset Management
Colorado
$4.36M -$1.61K -34 -0%
NS
904
NBC Securities
Alabama
$4.35M -$103K -2,161 -2%
BCM
905
BTC Capital Management
Iowa
$4.34M -$5.51M -116,100 -56%
BHWM
906
Bar Harbor Wealth Management
New Hampshire
$4.33M -$154K -3,241 -3%
GIA
907
Gladstone Institutional Advisory
Florida
$4.32M -$262K -5,528 -6%
WI
908
Wahed Invest
New York
$4.32M +$505K +10,644 +13%
AC
909
Annandale Capital
Texas
$4.3M -$19K -400 -0.4%
WIS
910
Wright Investors Service
Connecticut
$4.27M -$536K -11,296 -11%
CSUI
911
Cincinnati Specialty Underwriters Insurance
Ohio
$4.25M – – –
NC
912
Nicholas Company
Wisconsin
$4.25M – – –
DAS
913
Diversify Advisory Services
Utah
$4.24M -$411K -8,648 -9%
SL
914
Summitry LLC
California
$4.23M +$128K +2,686 +3%
GWM
915
Greenwich Wealth Management
Connecticut
$4.22M -$55.7K -1,174 -1%
HI
916
Humankind Investments
New York
$4.21M +$228K +4,797 +6%
JCM
917
Jacobi Capital Management
Pennsylvania
$4.21M +$188K +3,965 +5%
APWM
918
Argonautica Private Wealth Management
Massachusetts
$4.21M +$760 +16 +0%
GHAM
919
Gilman Hill Asset Management
Connecticut
$4.19M -$172K -3,614 -4%
EH
920
Equitable Holdings
New York
$4.19M +$29K +610 +0.7%
MAWAG
921
Mid-American Wealth Advisory Group
Missouri
$4.17M -$104K -2,186 -2%
CWS
922
Confluence Wealth Services
Pennsylvania
$4.15M +$374K +7,871 +10%
MGIA
923
Matthew Goff Investment Advisor
Texas
$4.15M -$32.6K -687 -0.8%
OC
924
Oppenheimer & Close
New York
$4.11M -$3.7K -78 -0.1%
AAS
925
Annex Advisory Services
Wisconsin
$4.08M +$188K +3,955 +5%
35 36
37
38 39