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Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
1001
OneDigital Investment Advisors
Kansas
$1.35M -$84.7K -1,345 -6%
EWA
1002
Exencial Wealth Advisors
Oklahoma
$1.35M +$964K +15,303 +278%
WANY
1003
Wealthspire Advisors (New York)
New York
$1.35M -$658K -10,456 -33%
CG
1004
Caprock Group
Idaho
$1.35M -$12.3K -196 -0.9%
LOAMS
1005
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.34M -$287K -4,562 -18%
IPW
1006
Inlet Private Wealth
Florida
$1.34M – – –
TFGT
1007
TS Financial Group (TSFG)
Illinois
$1.34M +$441 +7 +0%
RCA
1008
Resonant Capital Advisors
Wisconsin
$1.33M -$559K -8,871 -30%
TA
1009
TCG Advisors
Texas
$1.33M +$327K +5,192 +34%
NMIFOAC
1010
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.32M – – –
BPC
1011
Banque Pictet & Cie
Switzerland
$1.32M – – –
NG
1012
Northstar Group
New York
$1.32M -$73K -1,159 -5%
RGC
1013
Roberts, Glore & Co
Illinois
$1.31M +$22.4K +355 +2%
CF
1014
Centaurus Financial
California
$1.31M -$38.1K -605 -3%
EGM
1015
Engineers Gate Manager
New York
$1.3M -$4.09M -64,964 -76%
NFG
1016
Nations Financial Group
Iowa
$1.3M +$1.07K +17 +0.1%
BG
1017
Bollard Group
Massachusetts
$1.3M +$176K +2,800 +16%
BIM
1018
Baldwin Investment Management
Pennsylvania
$1.3M +$82.8K +1,315 +7%
CWM
1019
Cornerstone Wealth Management
Missouri
$1.3M +$264K +4,187 +26%
SMC
1020
Smith, Moore & Co
Missouri
$1.3M +$13.5K +214 +1%
TWA
1021
TCI Wealth Advisors
Arizona
$1.3M -$31.7K -504 -2%
1WA
1022
180 Wealth Advisors
Washington
$1.29M +$12.7K +201 +1%
SIM
1023
Stratos Investment Management
Ohio
$1.29M +$238K +3,780 +23%
COF
1024
Capital One Financial
Virginia
$1.29M -$66.2K -1,051 -5%
CSA
1025
Cottage Street Advisors
Massachusetts
$1.28M +$3.84K +61 +0.3%
39 40
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42 43