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Name Holding Trade Value Shares
Change 		Change in
Stake
NC
976
NewSquare Capital
Pennsylvania
$3.32M +$225K +5,076 +7%
BE
977
Bonness Enterprises
District of Columbia
$3.31M – – –
ACP
978
Aviance Capital Partners
Florida
$3.29M -$146K -3,290 -4%
FTDI
979
First Trust Direct Indexing
Massachusetts
$3.27M -$221K -4,985 -6%
DWM
980
Darwin Wealth Management
Florida
$3.26M -$274K -6,174 -7%
OIA
981
OneDigital Investment Advisors
Kansas
$3.24M +$159K +3,577 +5%
CFMC
982
Curbstone Financial Management Corp
New Hampshire
$3.24M -$9.32K -210 -0.3%
FAP
983
Financial Advisory Partners
Florida
$3.23M +$52.3K +1,178 +1%
FAB
984
First American Bank
Illinois
$3.23M +$144K +3,237 +4%
GL
985
Graypoint LLC
New York
$3.22M +$196K +4,423 +6%
TCM
986
Teza Capital Management
Illinois
$3.22M +$3.57M +80,456 New
WAOTB
987
Wealth Advisors of Tampa Bay
Florida
$3.21M -$3.42M -77,152 -49%
TW
988
Transform Wealth
Colorado
$3.2M +$26.2K +590 +0.7%
ZIG
989
Zurich Insurance Group
Switzerland
$3.19M – – –
APA
990
American Portfolios Advisors
New York
$3.18M -$75.2K -1,695 -2%
NAM
991
NTV Asset Management
West Virginia
$3.17M -$82K -1,848 -2%
LIM
992
Loudon Investment Management
New Hampshire
$3.17M +$27.7K +625 +0.8%
JCM
993
Jacobi Capital Management
Pennsylvania
$3.17M +$186K +4,184 +6%
QCM
994
Quantinno Capital Management
New York
$3.17M +$87.9K +1,981 +3%
CG
995
Caprock Group
Idaho
$3.13M -$50K -1,126 -1%
SWMG
996
Signature Wealth Management Group
Georgia
$3.12M +$106K +2,391 +3%
KFP
997
KMG Fiduciary Partners
Ohio
$3.12M +$213K +4,805 +7%
VNIM
998
Vaughan Nelson Investment Management
Texas
$3.11M – – –
CCG
999
Cypress Capital Group
Florida
$3.11M +$687K +15,489 +25%
CIC
1000
Cornercap Investment Counsel
Georgia
$3.1M +$1.06M +23,925 +45%
38 39
40
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