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Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
851
Independent Advisor Alliance
North Carolina
$3.82M -$205K -1,877 -5%
3C
852
361 Capital
Colorado
$3.82M +$3.55M +32,497 New
NA
853
NewEdge Advisors
Louisiana
$3.81M -$286K -2,616 -7%
AIA
854
Allegis Investment Advisors
Idaho
$3.79M +$482K +4,412 +16%
ACM
855
Argyle Capital Management
Pennsylvania
$3.79M +$16.8K +154 +0.5%
ZCA
856
Zeke Capital Advisors
Pennsylvania
$3.78M +$1.66M +15,173 +89%
RMAM
857
Raab & Moskowitz Asset Management
New Jersey
$3.78M -$96.3K -882 -3%
JFGIW
858
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.78M -$1.35M -12,334 -28%
RWA
859
River Wealth Advisors
Pennsylvania
$3.77M -$5.57K -51 -0.2%
YIA
860
YHB Investment Advisors
Connecticut
$3.77M -$80.6K -738 -2%
BRWA
861
B. Riley Wealth Advisors
Florida
$3.75M -$54.7K -501 -2%
AWP
862
Ascent Wealth Partners
New York
$3.75M +$64.5K +591 +2%
EFS
863
Essex Financial Services
Connecticut
$3.74M -$36.2K -332 -1%
FMWA
864
Forvis Mazars Wealth Advisors
Missouri
$3.74M +$214K +1,957 +7%
FA
865
FMA Advisory
Pennsylvania
$3.73M -$102K -930 -3%
FCH
866
Freestone Capital Holdings
Washington
$3.73M -$186K -1,707 -5%
WIC
867
Woodmont Investment Counsel
Tennessee
$3.72M +$148K +1,360 +4%
PIM
868
Penobscot Investment Management
Massachusetts
$3.7M -$62.3K -571 -2%
RIL
869
Rothschild Investment LLC
Illinois
$3.69M -$792K -7,256 -19%
BA
870
Bridgewater Associates
Connecticut
$3.68M -$263K -2,408 -7%
PPSG
871
Princeton Portfolio Strategies Group
New Jersey
$3.66M +$109 +1 +0%
AMG
872
Advisors Management Group
Wisconsin
$3.65M +$3.71K +34 +0.1%
BSW
873
Buckingham Strategic Wealth
Missouri
$3.64M -$352K -3,227 -9%
TAM
874
Taurus Asset Management
New York
$3.61M -$87.3K -800 -3%
ASA
875
Armstrong Shaw Associates
Connecticut
$3.6M -$4.83M -44,240 -59%
33 34
35
36 37