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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
501
Apollon Wealth Management
South Carolina
$677K +$173K +3,324 +36%
OWM
502
Opes Wealth Management
California
$670K +$4.95K +95 +0.8%
CIA
503
Choate Investment Advisors
Massachusetts
$666K – – –
ECM
504
Everence Capital Management
Indiana
$665K – – –
MHS
505
M Holdings Securities
Oregon
$660K – – –
QI
506
Qtron Investments
Massachusetts
$651K +$63K +1,208 +11%
WCM
507
Windsor Capital Management
Arizona
$641K +$622K +11,931 New
AIA
508
Affinity Investment Advisors
California
$632K +$118K +2,268 +24%
AFCM
509
Applied Finance Capital Management
Puerto Rico
$631K +$612K +11,742 New
IHL
510
Investment House LLC
California
$627K -$15.6K -300 -3%
BS
511
Banco Santander
Spain
$627K +$7.3K +140 +1%
IMCOOI
512
Investment Management Corp of Ontario (IMCO)
Canada
$624K +$167K +3,200 +38%
HW
513
Hancock Whitney
Mississippi
$621K -$11.7K -225 -2%
MOS
514
MGO One Seven
Ohio
$620K -$10.2K -195 -2%
PAS
515
Park Avenue Securities
New York
$610K +$41.4K +795 +8%
MAA
516
Mraz Amerine & Associates
California
$602K -$54.1K -1,037 -8%
HWM
517
HB Wealth Management
Georgia
$602K +$115K +2,209 +25%
RJT
518
Raymond James Trust
Florida
$600K +$145K +2,775 +33%
TCPW
519
Twin City Private Wealth
North Carolina
$600K +$68.3K +1,310 +13%
LSAG
520
Lake Street Advisors Group
New Hampshire
$599K +$3.34K +64 +0.6%
NAM
521
NorthCrest Asset Manangement
Minnesota
$599K -$51.7K -991 -8%
MWM
522
Mission Wealth Management
California
$596K -$396K -7,600 -41%
KCM
523
Kathmere Capital Management
Pennsylvania
$596K +$147K +2,821 +34%
VI
524
Vestcor Inc
New Brunswick, Canada
$595K -$13.9K -266 -2%
HAG
525
HF Advisory Group
Maryland
$590K +$39.3K +753 +7%
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