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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
676
Carson Advisory
Georgia
$557K -$319K -28,625 -39%
ICG
677
InterOcean Capital Group
Tennessee
$553K +$66.2K +5,950 +15%
CRIG
678
Charter Research & Investment Group
Connecticut
$552K – – –
HIMC
679
Heritage Investors Management Corp
Maryland
$548K +$11.5K +1,033 +2%
HSA
680
HBK Sorce Advisory
Pennsylvania
$544K -$5.72K -514 -1%
FHWM
681
Fox Hill Wealth Management
Massachusetts
$540K +$493K +44,288 New
1WA
682
180 Wealth Advisors
Washington
$540K -$16.4K -1,476 -3%
MWM
683
Maripau Wealth Management
Indiana
$538K +$341K +30,643 +227%
S
684
SignatureFD
Georgia
$538K -$73K -6,563 -13%
KIG
685
Kennedy Investment Group
New Jersey
$538K -$6.64K -597 -1%
BHCM
686
Brevan Howard Capital Management
Jersey
$537K +$238K +21,356 +94%
TWM
687
TMD Wealth Management
Arizona
$536K +$44.5K +4,001 +10%
MYAM
688
Meiji Yasuda Asset Management
Japan
$535K -$17.8K -1,600 -4%
GSIAS
689
Garden State Investment Advisory Services
New Jersey
$534K +$106K +9,568 +28%
DPIM
690
Duff & Phelps Investment Management
Illinois
$530K – – –
LFA
691
Legacy Financial Advisors
Kentucky
$529K +$319K +28,629 +194%
EWM
692
Executive Wealth Management
Michigan
$526K -$33.7K -3,030 -7%
BCP
693
Berkeley Capital Partners
Georgia
$524K -$28.7K -2,580 -6%
OIM
694
Oder Investment Management
California
$521K +$476K +42,741 New
AWM
695
Avior Wealth Management
Nebraska
$520K +$11.5K +1,035 +2%
MLA
696
My Legacy Advisors
Oregon
$520K +$5.47K +492 +1%
SA
697
Strategic Advisors
New York
$517K -$43.4K -3,904 -8%
JCFM
698
JBR Co Financial Management
Oklahoma
$517K +$472K +42,381 New
IWP
699
Insight Wealth Partners
Texas
$515K +$5.69K +511 +1%
AFGAS
700
Allegiance Financial Group Advisory Services
Virginia
$514K -$36.7K -3,300 -7%
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