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Name Holding Trade Value Shares
Change 		Change in
Stake
HIC
1451
Hartline Investment Corp
Illinois
$513K +$491K +6,428 New
BWG
1452
Beta Wealth Group
California
$512K -$44.5K -583 -8%
ASBI
1453
American State Bank (Iowa)
Iowa
$512K -$115K -1,511 -19%
VCM
1454
Virtue Capital Management
Tennessee
$509K +$561K +7,346 New
DS
1455
DRW Securities
Illinois
$509K +$487K +6,379 New
CIP
1456
Convergence Investment Partners
Florida
$507K -$188K -2,466 -28%
SCI
1457
Silver Coast Investments
United States
$505K +$111K +1,456 +30%
SGI
1458
Summit Global Investments
Utah
$505K -$180K -2,359 -27%
VC
1459
Vicus Capital
Pennsylvania
$505K +$54.8K +717 +13%
MF
1460
Meridian Financial
Massachusetts
$505K -$22.8K -299 -5%
MSA
1461
Marino Stram & Associates
Massachusetts
$504K +$153 +2 +0%
CPA
1462
Capital Planning Advisors
California
$503K -$32.2K -421 -6%
CSA
1463
Cottage Street Advisors
Massachusetts
$502K -$820K -10,738 -63%
FA
1464
FDx Advisors
Illinois
$502K -$1.02M -13,303 -68%
BEI
1465
Benjamin Edwards Inc
Missouri
$502K +$148K +1,942 +45%
AC
1466
AlphaCore Capital
California
$500K +$479K +6,265 New
PIFP
1467
Partners in Financial Planning
Virginia
$499K – – –
PFSC
1468
Peoples Financial Services Corp
Pennsylvania
$499K -$25.6K -335 -5%
WS
1469
Wela Strategies
Georgia
$498K -$26K -341 -5%
DFS
1470
Dixon Fnancial Services
California
$494K +$306 +4 +0.1%
ICM
1471
IMS Capital Management
Oregon
$490K – – –
JFA
1472
JNBA Financial Advisors
Minnesota
$489K -$1.15K -15 -0.2%
WSTAM
1473
Wilbanks Smith & Thomas Asset Management
Virginia
$489K -$6.11K -80 -1%
FPAS
1474
Focus Partners Advisor Solutions
Missouri
$485K +$258K +3,377 +125%
IGAM
1475
iA Global Asset Management
Quebec, Canada
$485K -$60K -785 -11%
57 58
59
60 61