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Name Holding Trade Value Shares
Change 		Change in
Stake
OIS
976
Okabena Investment Services
Minnesota
$651K – – –
AWM
977
Accurate Wealth Management
Florida
$651K +$108K +388 +19%
OW
978
Olistico Wealth
Oklahoma
$648K – – –
I
979
IMPACTfolio
Colorado
$647K – – –
LSAG
980
Lake Street Advisors Group
New Hampshire
$646K +$10.1K +36 +2%
BHIA
981
Birch Hill Investment Advisors
Massachusetts
$643K – – –
CWM
982
Cornerstone Wealth Management
Missouri
$642K +$149K +534 +31%
BS
983
Banco Santander
Spain
$642K +$375K +1,342 +143%
CCP
984
Cassia Capital Partners
North Carolina
$634K +$629K +2,252 New
UB
985
Umpqua Bank
Oregon
$634K +$38.2K +137 +6%
KWA
986
Kingswood Wealth Advisors
California
$632K -$433K -1,551 -41%
WPC
987
Wedmont Private Capital
Pennsylvania
$631K +$25.4K +91 +4%
VA
988
Valmark Advisers
Ohio
$629K +$13.4K +48 +2%
FW
989
FullCircle Wealth
Texas
$629K +$384K +1,375 +136%
IIC
990
Ironwood Investment Counsel
Arizona
$628K -$7.26K -26 -1%
TC
991
TownSquare Capital
Utah
$628K +$130K +467 +26%
RIA
992
Richwood Investment Advisors
Ohio
$626K +$68.4K +245 +12%
SP
993
Stablepoint Partners
Massachusetts
$626K – – –
TBT
994
Texas Bank & Trust
Texas
$622K +$617K +2,210 New
CIA
995
Capital Investment Advisors
Georgia
$621K +$3.63K +13 +0.6%
WC
996
Wexford Capital
Florida
$620K -$4.51M -16,160 -88%
FFN
997
Focus Financial Network
Minnesota
$619K -$24K -86 -4%
BIA
998
Bigelow Investment Advisors
Maine
$618K -$95.8K -343 -14%
NHT
999
New Hampshire Trust
New Hampshire
$617K – – –
NP
1000
NorthRock Partners
Minnesota
$617K -$42.4K -152 -7%
38 39
40
41 42