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Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
901
HBK Sorce Advisory
Pennsylvania
$862K -$24.6K -97 -3%
CIAS
902
Capital Investment Advisory Services
North Carolina
$858K -$412K -1,620 -32%
KWM
903
Kingsview Wealth Management
Oregon
$854K -$86.4K -340 -9%
FM
904
Foster & Motley
Ohio
$854K -$13.2K -52 -2%
BMC
905
Beaton Management Company
Massachusetts
$854K – – –
SIA
906
Strategic Investment Advisors
Michigan
$848K +$2.79K +11 +0.3%
KWM
907
Keating Wealth Management
Colorado
$848K +$852K +3,353 New
ONB
908
Old National Bancorp
Indiana
$848K +$30.5K +120 +4%
PI
909
PFG Investments
New York
$840K +$52.8K +208 +7%
PA
910
Profund Advisors
Maryland
$833K +$163K +643 +24%
BG
911
Bollard Group
Massachusetts
$831K +$3.81K +15 +0.5%
RCM
912
Ratan Capital Management
Florida
$830K -$4.15M -16,320 -83%
SLI
913
Sumitomo Life Insurance
Japan
$826K -$43.2K -170 -5%
EWM
914
Evercore Wealth Management
New York
$826K +$118K +463 +17%
NIM
915
NEOS Investment Management
Connecticut
$824K +$260K +1,023 +46%
AWM
916
Allen Wealth Management
North Carolina
$821K +$824K +3,245 New
LFG
917
Larson Financial Group
Missouri
$815K +$427K +1,682 +109%
JWCA
918
J.W. Cole Advisors
Florida
$810K +$511K +2,010 +169%
CM
919
CastleKnight Management
New York
$810K +$813K +3,200 New
BHB
920
Bank Hapoalim BM
Israel
$794K -$126K -495 -14%
SMH
921
Sanders Morris Harris
Texas
$794K -$127K -500 -14%
AL
922
Aspiriant LLC
California
$791K +$17.5K +69 +2%
GFS
923
GYL Financial Synergies
Connecticut
$790K +$15.5K +61 +2%
WA
924
WBH Advisory
Maryland
$788K -$2.54K -10 -0.3%
DCM
925
Davis Capital Management
Florida
$787K +$790K +3,110 New
35 36
37
38 39