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Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
776
JFS Wealth Advisors
Pennsylvania
$349K +$157K +11,564 +88%
QP
777
Quilter Plc
United Kingdom
$348K +$72.4K +5,320 +28%
SFWA
778
Summit Financial Wealth Advisors
Louisiana
$346K +$22.3K +1,640 +7%
AAM
779
AR Asset Management
California
$345K – – –
CBB
780
Citizens Business Bank
California
$345K – – –
CFD
781
Creative Financial Designs
Indiana
$344K -$2.83K -208 -0.8%
GRP
782
Global Retirement Partners
California
$343K -$79.9K -5,872 -20%
CFA
783
Cahill Financial Advisors
Minnesota
$342K -$2.24K -165 -0.7%
CFG
784
Cooper Financial Group
California
$342K +$20K +1,468 +6%
LSAG
785
Lake Street Advisors Group
New Hampshire
$342K +$131K +9,644 +67%
ONB
786
Old National Bancorp
Indiana
$341K -$748 -55 -0.2%
ER
787
Enlightenment Research
Florida
$341K +$101K +7,400 +44%
SAM
788
SignalPoint Asset Management
Missouri
$339K +$16.8K +1,238 +5%
FMLI
789
Fukoku Mutual Life Insurance
Japan
$338K +$51.7K +3,800 +19%
CIP
790
Convergence Investment Partners
Florida
$336K -$424K -31,189 -57%
VCM
791
Virtue Capital Management
Tennessee
$336K +$3.4K +250 +1%
SFP
792
Shepherd Financial Partners
Massachusetts
$334K – – –
CAC
793
Certified Advisory Corp
Florida
$334K +$62.3K +4,580 +24%
HC
794
Hatton Consulting
Arizona
$331K – – –
BRG
795
Bay Rivers Group
Virginia
$331K +$318K +23,390 New
CRWM
796
Castle Rock Wealth Management
California
$328K +$5.69K +418 +3%
RA
797
RFG Advisory
Alabama
$328K +$9.86K +725 +3%
RFN
798
RDA Financial Network
Iowa
$327K -$11.2K -825 -3%
ASFA
799
All Season Financial Advisors
Colorado
$327K +$99.6K +7,323 +46%
QCIG
800
Quad-Cities Investment Group
Iowa
$326K +$7.83K +576 +3%
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