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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
776
Pinnacle Associates
New York
$459K +$25.3K +2,019 +6%
PIA
777
Perennial Investment Advisors
California
$458K +$252K +20,088 +123%
AWM
778
Avior Wealth Management
Nebraska
$456K +$14.5K +1,158 +3%
LSAG
779
Lake Street Advisors Group
New Hampshire
$456K +$4.71K +376 +1%
CGL
780
Clarius Group LLC
Washington
$456K +$36.1K +2,886 +9%
FHC
781
First Heartland Consultants
Missouri
$455K -$23.2K -1,856 -5%
CA
782
Calton & Associates
Florida
$455K +$60.5K +4,831 +15%
AA
783
Advisory Alpha
Michigan
$454K +$57.6K +4,602 +15%
SFC
784
Strategic Financial Concepts
Texas
$452K +$450K +35,907 New
MGIA
785
Moneta Group Investment Advisors
Missouri
$451K +$159K +12,727 +55%
WAM
786
WNY Asset Management
New York
$445K -$16.5K -1,319 -4%
BLC
787
Brown, Lisle/Cummings
Rhode Island
$444K +$238K +19,000 +117%
HT
788
HighTower Trust
Texas
$444K +$42.4K +3,383 +10%
CIC
789
Carnegie Investment Counsel
Ohio
$441K -$6.4K -511 -1%
AC
790
Aristides Capital
Kentucky
$441K – – –
VWM
791
Vigilare Wealth Management
Arizona
$439K -$39.4K -3,146 -8%
DILIC
792
Dai-ichi Life Insurance Company
Japan
$438K -$1.5M -120,000 -78%
DWT
793
Dorsey & Whitney Trust
South Dakota
$438K -$21.3K -1,698 -5%
SIC
794
Sigma Investment Counselors
Michigan
$437K -$26.5K -2,116 -6%
RCM
795
RB Capital Management
Nevada
$437K +$16.7K +1,332 +4%
BWP
796
Balboa Wealth Partners
Arizona
$436K +$2.38K +190 +0.6%
LWCFA
797
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$434K +$1.88K +150 +0.4%
FFA
798
Farther Finance Advisors
California
$432K +$60.1K +4,796 +16%
SMFG
799
Sumitomo Mitsui Financial Group
Japan
$427K -$476K -37,985 -52%
CI
800
CX Institutional
Indiana
$426K +$251K +20,038 +147%
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