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Name Holding Trade Value Shares
Change 		Change in
Stake
QFW
726
QTR Family Wealth
Florida
$474K +$172K +13,345 +62%
AWAP
727
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$474K +$171K +13,242 +58%
VEA
728
Virtus ETF Advisers
New York
$465K +$311K +24,150 +214%
KWM
729
Kaydan Wealth Management
Michigan
$465K -$46K -3,564 -9%
CCA
730
Checchi Capital Advisers
California
$459K +$13.9K +1,077 +3%
AC
731
Apella Capital
Connecticut
$459K -$58.3K -4,519 -11%
SMA
732
Sage Mountain Advisors
Georgia
$455K -$12K -933 -3%
EFS
733
Essex Financial Services
Connecticut
$453K -$58.8K -4,558 -12%
CVM
734
Cheviot Value Management
California
$450K – – –
CFG
735
Citizens Financial Group
Rhode Island
$447K +$128K +9,891 +41%
KFA
736
Krane Funds Advisors
New York
$447K -$77.2K -5,987 -15%
SFG
737
Southern Financial Group
Alabama
$445K +$438K +33,938 New
BB
738
Busey Bank
Illinois
$444K -$21.7K -1,680 -5%
KA
739
Kintegral Advisory
New York
$444K -$11.9K -925 -3%
BP
740
Ballentine Partners
Massachusetts
$444K +$6.97K +541 +2%
MFA
741
Mayflower Financial Advisors
Massachusetts
$442K +$1.82K +141 +0.4%
IPWA
742
International Private Wealth Advisors
California
$442K -$16.2K -1,259 -4%
BTI
743
Blue Trust Inc
Georgia
$442K -$1.68K -130 -0.4%
RWM
744
RKL Wealth Management
Pennsylvania
$441K -$4.64K -360 -1%
BAM
745
BOS Asset Management
Illinois
$440K -$157K -12,139 -27%
KF
746
Krilogy Financial
Missouri
$439K +$4.46K +346 +1%
CAMG
747
CWA Asset Management Group
Florida
$439K +$19.1K +1,483 +5%
MT
748
Midwest Trust
Kansas
$438K -$10.4K -810 -2%
PIA
749
Powell Investment Advisors
Florida
$438K +$683 +53 +0.2%
WIM
750
WealthPlan Investment Management
Nebraska
$436K -$37K -2,867 -8%
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30
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