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Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
751
Essex Financial Services
Connecticut
$386K -$32.5K -2,837 -8%
WA
752
Waverly Advisors
Alabama
$385K +$35K +3,056 +9%
SHFA
753
SS&H Financial Advisors
Michigan
$385K +$2.29K +200 +0.6%
BMC
754
Benin Management Corp
Connecticut
$384K -$16K -1,400 -4%
NL
755
NWAM LLC
Washington
$383K +$415K +36,313 New
SWM
756
Spire Wealth Management
Virginia
$381K +$70.1K +6,123 +20%
MIP
757
Marietta Investment Partners
Wisconsin
$380K – – –
PIA
758
Powell Investment Advisors
Florida
$376K +$7.76K +678 +2%
WBWA
759
William B. Walkup & Associates
South Carolina
$374K +$4.86K +425 +1%
RWM
760
RKL Wealth Management
Pennsylvania
$374K +$629 +55 +0.2%
EAM
761
Everstar Asset Management
North Carolina
$373K +$405K +35,360 New
SMH
762
Sanders Morris Harris
Texas
$369K +$435 +38 +0.1%
AAS
763
Annex Advisory Services
Wisconsin
$368K -$36.6K -3,197 -8%
TPWA
764
TRUE Private Wealth Advisors
Oregon
$367K -$17.7K -1,545 -4%
KJWM
765
Kiley Juergens Wealth Management
Washington
$366K -$4.77K -417 -1%
CCA
766
Checchi Capital Advisers
California
$366K -$58.1K -5,077 -13%
DWP
767
Daymark Wealth Partners
Ohio
$365K +$2.46K +215 +0.6%
CAAS
768
Capital Asset Advisory Services
Michigan
$362K +$103K +9,034 +35%
CA
769
Calton & Associates
Florida
$360K -$87.5K -7,646 -18%
FHC
770
First Heartland Consultants
Missouri
$360K -$9.51K -831 -2%
WIM
771
WealthPlan Investment Management
Nebraska
$360K +$163K +14,235 +72%
SGI
772
Summit Global Investments
Utah
$355K -$818K -71,470 -68%
VSQM
773
V-Square Quantitative Management
Illinois
$354K – – –
CFA
774
Cahill Financial Advisors
Minnesota
$352K -$7.46K -652 -2%
WIA
775
World Investment Advisors
California
$350K +$91.5K +8,000 +32%
29 30
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