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Name Holding Trade Value Shares
Change 		Change in
Stake
AGM
651
Alpine Global Management
New York
$223K +$212K +5,120 New
SPIA
652
Steward Partners Investment Advisory
New York
$223K -$96.1K -2,322 -31%
WF
653
Welch & Forbes
Massachusetts
$218K – – –
CA
654
Centerpoint Advisors
Massachusetts
$218K -$497 -12 -0.2%
AWM
655
Axxcess Wealth Management
California
$217K +$206K +4,985 New
CAAS
656
Capital Asset Advisory Services
Michigan
$217K +$206K +4,985 New
BL
657
Balentine LLC
Georgia
$217K -$86.7K -2,095 -30%
BSW
658
Buckingham Strategic Wealth
Missouri
$217K -$8.28K -200 -4%
DSC
659
Duncker Streett & Co
Missouri
$216K -$45.5K -1,099 -18%
PFS
660
Prospera Financial Services
Texas
$214K -$82.6K -1,995 -29%
GBT
661
Grove Bank & Trust
Florida
$213K – – –
WA
662
Waverly Advisors
Alabama
$210K +$199K +4,808 New
JWCA
663
J.W. Coons Advisors
Ohio
$210K -$85.5K -2,065 -30%
CSPIA
664
Cary Street Partners Investment Advisory
Virginia
$209K -$40.2K -971 -17%
DMBA
665
Deseret Mutual Benefit Administrators
Utah
$209K -$135K -3,269 -41%
CIG
666
Cullen Investment Group
Louisiana
$208K +$197K +4,761 New
BOSSRA
667
B.O.S.S. Retirement Advisors
Utah
$207K -$12.3K -296 -6%
TC
668
TownSquare Capital
Utah
$206K +$196K +4,728 New
STA
669
Summit Trail Advisors
New York
$206K -$34.5K -833 -15%
PHAM
670
Palisades Hudson Asset Management
Florida
$203K – – –
HSA
671
HBK Sorce Advisory
Pennsylvania
$202K -$28.5K -688 -13%
AIM
672
Anchor Investment Management
South Carolina
$198K +$3.1K +75 +2%
ST
673
Smithfield Trust
Pennsylvania
$190K – – –
AF
674
Allworth Financial
California
$181K +$126K +3,047 +275%
GWM
675
Geneos Wealth Management
Colorado
$178K -$24.5K -593 -13%
25 26
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28 29