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Name Holding Trade Value Shares
Change 		Change in
Stake
OL
2051
Optas LLC
Texas
$635K -$24.7K -245 -4%
WCM
2052
Whitener Capital Management
North Carolina
$634K -$118K -1,175 -16%
SFS
2053
Summit Financial Strategies
Ohio
$634K -$4.84K -48 -0.8%
WAS
2054
Wealth Advisory Solutions
Indiana
$633K +$34.4K +341 +6%
AC
2055
Avenir Corporation
Virginia
$633K – – –
CBFP
2056
Cedar Brook Financial Partners
Ohio
$632K +$48.7K +483 +8%
VC
2057
Vicus Capital
Pennsylvania
$632K -$32.2K -319 -5%
MAM
2058
Milestone Asset Management
Pennsylvania
$631K +$2.42K +24 +0.4%
TIAM2
2059
Tru Independence Asset Management 2
Oregon
$627K +$632K +6,265 New
DA
2060
Detalus Advisors
Missouri
$626K +$6.86K +68 +1%
TBC
2061
Ted Buchan & Co
California
$625K +$629K +6,238 New
AC
2062
Allstate Corporation
Illinois
$624K -$7.29M -72,267 -92%
PMG
2063
ProVise Management Group
Florida
$621K -$70.9K -703 -10%
LA
2064
Lifeworks Advisors
Michigan
$619K +$43.4K +430 +7%
DIM
2065
Delta Investment Management
California
$618K -$2.02K -20 -0.3%
PCM
2066
Prelude Capital Management
New York
$618K -$481K -4,771 -44%
CWA
2067
Canvas Wealth Advisors
Kansas
$617K -$73K -724 -10%
VCM
2068
Viewpoint Capital Management
Washington
$617K -$17.6K -175 -3%
QWM
2069
QP Wealth Management
New Jersey
$615K +$196K +1,940 +46%
WAM
2070
WNY Asset Management
New York
$614K -$2.82K -28 -0.5%
VCA
2071
Verdence Capital Advisors
Maryland
$613K -$59.7K -592 -9%
WAG
2072
Wallace Advisory Group
California
$610K +$194K +1,928 +46%
BEC
2073
Blue Edge Capital
Virginia
$610K -$7.76K -77 -1%
HIC
2074
Harvey Investment Company
Kentucky
$610K – – –
WSCM
2075
Wellington Shields Capital Management
New York
$610K – – –
81 82
83
84 85