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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
551
Executive Wealth Management
Michigan
$892K +$60.3K +4,538 +8%
BS
552
Banco Santander
Spain
$888K +$62.6K +4,707 +9%
CCP
553
Clarkston Capital Partners
Michigan
$885K – – –
EDRIA
554
Edmonds Duncan Registered Investment Advisors
Kansas
$881K – – –
ARM
555
Adirondack Research & Management
New York
$879K +$787K +59,175 New
SAM
556
Sawgrass Asset Management
Florida
$875K +$104K +7,809 +15%
DC
557
Davenport & Co
Virginia
$874K -$14.8K -1,114 -2%
CAM
558
Cresset Asset Management
Illinois
$871K +$197K +14,810 +34%
PFA
559
Pinnacle Family Advisors
Missouri
$865K -$2.47M -185,800 -76%
VNA
560
Valley National Advisers
Pennsylvania
$865K +$57.6K +4,334 +8%
RFC
561
Regions Financial Corp
Alabama
$863K +$163K +12,258 +27%
TWM
562
Tradition Wealth Management
Minnesota
$863K +$549K +41,330 +247%
CW
563
CreativeOne Wealth
Kansas
$858K +$234K +17,598 +44%
HIIFS
564
Harel Insurance Investments & Financial Services
Israel
$856K +$505K +38,002 New
HSA
565
HBK Sorce Advisory
Pennsylvania
$853K +$178K +13,408 +30%
BAS
566
Brown Advisory Securities
Maryland
$848K – – –
BSW
567
Buckingham Strategic Wealth
Missouri
$843K +$8.03K +604 +1%
PA
568
Profund Advisors
Maryland
$842K -$39.2K -2,947 -5%
MFA
569
Mayflower Financial Advisors
Massachusetts
$835K +$18.9K +1,420 +3%
FSA
570
Fort Sheridan Advisors
Illinois
$825K +$99.7K +7,500 +16%
CIM
571
CIM Investment Management
Pennsylvania
$824K -$3.92K -295 -0.5%
CFA
572
Capstone Financial Advisors
Illinois
$824K +$4.15K +312 +0.6%
CIP
573
Cornerstone Investment Partners
Georgia
$823K – – –
PFS
574
Prospera Financial Services
Texas
$820K +$58K +4,363 +9%
MYAM
575
Meiji Yasuda Asset Management
Japan
$819K -$26.9K -2,020 -4%
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