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Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
501
Sequoia Financial Advisors
Ohio
$16.4M +$5.48M +36,338 +54%
CA
502
Callahan Advisors
Texas
$16.4M -$260K -1,721 -2%
DAS
503
Dynamic Advisor Solutions
Arizona
$16.4M +$1.31M +8,690 +9%
TA
504
TruWealth Advisors
Louisiana
$16.3M -$8.14M -53,962 -34%
MGP
505
M&G plc
United Kingdom
$16.3M +$15.5M +103,041 New
ONB
506
Old National Bancorp
Indiana
$16.3M -$79.8K -529 -0.5%
EWA
507
EP Wealth Advisors
California
$16.3M +$581K +3,847 +4%
FFP
508
FourThought Financial Partners
Florida
$16.2M +$5.71M +37,840 +59%
SAM
509
Securian Asset Management
Minnesota
$16.1M -$1.36M -9,031 -8%
TCM
510
Telos Capital Management
California
$16M +$822K +5,447 +6%
VVP
511
Venture Visionary Partners
Ohio
$15.9M +$445K +2,946 +3%
LSERS
512
Louisiana State Employees Retirement System
Louisiana
$15.9M -$770K -5,100 -5%
MCM
513
Mengis Capital Management
Oregon
$15.9M +$598K +3,962 +4%
SC
514
Savoie Capital
Illinois
$15.8M +$479K +3,175 +3%
VA
515
Vident Advisory
Georgia
$15.8M +$206K +1,363 +1%
CRWM
516
Castle Rock Wealth Management
California
$15.8M +$501K +3,317 +3%
EWA
517
Exencial Wealth Advisors
Oklahoma
$15.8M -$143K -948 -0.9%
PCM
518
Parsons Capital Management
Rhode Island
$15.8M +$2.69M +17,835 +22%
BHWM
519
Bar Harbor Wealth Management
New Hampshire
$15.7M -$391K -2,591 -3%
BCM
520
Bridgeway Capital Management
Texas
$15.7M +$1.42M +9,436 +10%
SPC
521
Stewart & Patten Company
California
$15.6M +$60.5K +401 +0.4%
NMIFOAC
522
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$15.6M – – –
WSTAM
523
Wilbanks Smith & Thomas Asset Management
Virginia
$15.6M +$525K +3,476 +4%
CRC
524
Curi RMB Capital
Illinois
$15.6M +$1.81M +11,983 +14%
HCMT
525
Highland Capital Management (Tennessee)
Tennessee
$15.5M -$89.2K -591 -0.6%
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