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Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
976
Transcend Capital Advisors
New Jersey
$4.83M -$435K -3,036 -9%
PRC
977
Pearl River Capital
Michigan
$4.83M +$4.25M +29,657 New
ACM
978
Argyle Capital Management
Pennsylvania
$4.82M -$344K -2,400 -8%
SL
979
Summitry LLC
California
$4.81M -$324K -2,260 -7%
TWA
980
TCI Wealth Advisors
Arizona
$4.81M -$8.32K -58 -0.2%
CWG
981
Cornerstone Wealth Group
North Carolina
$4.8M -$982K -6,844 -19%
MHS
982
M Holdings Securities
Oregon
$4.8M +$4.23M +29,476 New
BMM
983
Buffington Mohr McNeal
Idaho
$4.8M +$356K +2,481 +9%
FAM
984
Fred Alger Management
New York
$4.8M +$362K +2,524 +9%
SS
985
Sunbelt Securities
Texas
$4.75M -$2.79M -19,433 -40%
DY
986
Dowling & Yahnke
California
$4.75M -$81.2K -566 -2%
YC
987
Yarbrough Capital
Tennessee
$4.74M +$574K +4,000 +16%
WC
988
Woodstock Corp
Massachusetts
$4.72M +$459K +3,200 +12%
IA
989
IndexIQ Advisors
New York
$4.69M +$3.01M +21,015 +269%
MCM
990
Mill Capital Management
North Carolina
$4.68M +$143K +1,000 +4%
FFM
991
Forum Financial Management
Illinois
$4.68M +$336K +2,345 +9%
FTA
992
Financial & Tax Architects
Missouri
$4.67M -$812K -5,665 -16%
LAM
993
Lynch Asset Management
Pennsylvania
$4.67M – – –
HL
994
HeadInvest LLC
Maine
$4.66M -$32.7K -228 -0.8%
WFI
995
West Family Investments
California
$4.62M – – –
LCP
996
Legacy Capital Partners
Wisconsin
$4.6M -$49.2K -343 -1%
PWLP
997
Prio Wealth Limited Partnership
Massachusetts
$4.6M -$69.6K -485 -2%
WANY
998
Wealthspire Advisors (New York)
New York
$4.59M +$260K +1,811 +7%
MAM
999
Marketfield Asset Management
New York
$4.58M – – –
SN
1000
Sittner & Nelson
Oregon
$4.58M -$63.5K -443 -2%
38 39
40
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