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Name Holding Trade Value Shares
Change 		Change in
Stake
SBIA
701
Sheaff Brock Investment Advisors
Indiana
$803K -$7.17M -146,830 -90%
KFP
702
KMG Fiduciary Partners
Ohio
$802K +$29.5K +603 +4%
JWCA
703
J.W. Coons Advisors
Ohio
$802K +$77.3K +1,582 +11%
RWA
704
Rainsberger Wealth Advisors
Colorado
$802K -$34.5K -707 -4%
MSAM
705
Moloney Securities Asset Management
Missouri
$801K -$61.1K -1,250 -7%
AWP
706
Ascent Wealth Partners
New York
$800K +$121K +2,484 +19%
SC
707
Searle & Co
Connecticut
$799K – – –
LSA
708
Lion Street Advisors
Texas
$799K -$1.02M -20,900 -59%
CWS
709
Confluence Wealth Services
Pennsylvania
$795K -$93.5K -1,913 -11%
QI
710
Qtron Investments
Massachusetts
$786K -$65.9K -1,349 -8%
EL
711
Essex LLC
Illinois
$784K -$2.93K -60 -0.4%
KLWA
712
Kelly Lawrence W & Associates
California
$783K – – –
PWLP
713
Prio Wealth Limited Partnership
Massachusetts
$781K -$245K -5,012 -24%
AWA
714
Arete Wealth Advisors
Illinois
$779K +$74.5K +1,524 +11%
EM
715
Excalibur Management
Massachusetts
$778K -$35.7K -731 -5%
SGC
716
Slocum, Gordon & Co
Rhode Island
$773K +$750K +15,342 New
SP
717
Symmetry Partners
Connecticut
$761K – – –
SC
718
Sawyer & Company
Massachusetts
$761K +$831 +17 +0.1%
CDH
719
Charles D. Hyman
$760K – – –
IAA
720
Independent Advisor Alliance
North Carolina
$760K -$19.1K -391 -0.8%
SF
721
Symphony Financial
Texas
$756K +$269K +5,514 +62%
LIM
722
Longfellow Investment Management
Massachusetts
$754K – – –
WFS
723
Widmann Financial Services
Maryland
$754K +$59.7K +1,223 +9%
RIA
724
Regal Investment Advisors
Michigan
$753K -$158K -3,229 -18%
WC
725
Westhampton Capital
North Carolina
$751K +$26.9K +550 +4%
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