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Name Holding Trade Value Shares
Change 		Change in
Stake
CIG
676
Cairn Investment Group
Washington
$586K – – –
CWA
677
Centennial Wealth Advisory
Michigan
$585K -$20.6K -1,585 -3%
NIM
678
NEOS Investment Management
Connecticut
$580K +$606K +46,708 New
KWA
679
Kingswood Wealth Advisors
California
$579K -$695K -53,508 -72%
SA
680
Strategic Advisors
New York
$575K -$236K -18,190 -28%
TPA
681
Trivium Point Advisory
Connecticut
$575K +$62.9K +4,842 +11%
EWM
682
Executive Wealth Management
Michigan
$574K -$52 -4 -0%
VHAM
683
Van Hulzen Asset Management
California
$571K -$3.44K -265 -0.6%
EWA
684
Etesian Wealth Advisors
Oregon
$570K +$26 +2 +0%
BBL
685
Beck Bode LLC
Massachusetts
$570K +$596K +45,872 New
1WA
686
180 Wealth Advisors
Washington
$570K +$13.9K +1,072 +2%
GRP
687
Global Retirement Partners
California
$567K -$29K -2,234 -5%
BCP
688
Berkeley Capital Partners
Georgia
$566K -$20.3K -1,564 -3%
MYAM
689
Meiji Yasuda Asset Management
Japan
$565K +$74K +5,700 +14%
AFGAS
690
Allegiance Financial Group Advisory Services
Virginia
$564K +$43.1K +3,317 +8%
RIA
691
Retirement Investment Advisors
Oklahoma
$563K +$100K +7,731 +21%
CRIG
692
Charter Research & Investment Group
Connecticut
$563K – – –
HH
693
Hilltop Holdings
Texas
$561K +$44K +3,390 +8%
HSA
694
HBK Sorce Advisory
Pennsylvania
$561K -$336K -25,887 -36%
NL
695
NWAM LLC
Washington
$560K -$129K -9,943 -18%
AA
696
Advisory Alpha
Michigan
$559K -$129K -9,902 -18%
AC
697
Aristides Capital
Kentucky
$559K – – –
SCM
698
Shelton Capital Management
Colorado
$558K -$262K -20,200 -31%
FPAS
699
Focus Partners Advisor Solutions
Missouri
$557K +$220K +16,925 +61%
GC
700
Gilbert & Cook
Iowa
$557K +$45.9K +3,538 +9%
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