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Name Holding Trade Value Shares
Change 		Change in
Stake
ZCA
951
Zeke Capital Advisors
Pennsylvania
$760K +$706K +2,940 New
WI
952
Wahed Invest
New York
$759K +$705K +2,936 New
PWMAG
953
Pinnacle Wealth Management Advisory Group
New Jersey
$755K +$701K +2,920 New
ONB
954
Old National Bancorp
Indiana
$754K -$277K -1,153 -28%
HH
955
Hilltop Holdings
Texas
$751K +$419K +1,745 +150%
ABLA
956
Alan B. Lancz & Associates
Ohio
$750K +$696K +2,900 New
VT
957
Vise Technologies
New York
$746K +$692K +2,885 New
WP
958
WealthPLAN Partners
Nebraska
$745K -$25.9K -108 -3%
FMLI
959
Fukoku Mutual Life Insurance
Japan
$745K +$118K +490 +21%
FLPIM
960
F.L. Putnam Investment Management
Massachusetts
$742K -$4.32K -18 -0.6%
WCA
961
Westover Capital Advisors
Delaware
$741K -$1.2K -5 -0.2%
BOH
962
Bank of Hawaii
Hawaii
$740K -$167K -695 -20%
OWA
963
Octavia Wealth Advisors
Ohio
$739K +$82.3K +343 +14%
AF
964
Aldebaran Financial
$738K +$112K +465 +19%
BHIA
965
Birch Hill Investment Advisors
Massachusetts
$736K -$24K -100 -3%
RG
966
Retirement Group
California
$735K +$48.2K +201 +8%
CCM
967
Coldstream Capital Management
Washington
$735K +$309K +1,287 +83%
BCA
968
Bay Colony Advisors
Massachusetts
$734K +$28.8K +120 +4%
BWA
969
Blodgett Wealth Advisors
California
$731K +$678K +2,825 New
AWM
970
Aries Wealth Management
Maine
$729K +$9.6K +40 +1%
FRM
971
Fox Run Management
Connecticut
$723K +$18K +75 +3%
SVWAG
972
Sound View Wealth Advisors Group
Georgia
$720K +$107K +444 +19%
CIM
973
CIM Investment Management
Pennsylvania
$715K -$12.7K -53 -2%
DAM
974
Diamant Asset Management
Connecticut
$715K +$664K +2,765 New
EGM
975
Engineers Gate Manager
New York
$714K -$12.2M -50,702 -95%
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