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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
976
Advisors Capital Management
New Jersey
$652K +$71.5K +256 +12%
OIS
977
Okabena Investment Services
Minnesota
$651K – – –
AWM
978
Accurate Wealth Management
Florida
$651K +$108K +388 +19%
OW
979
Olistico Wealth
Oklahoma
$648K – – –
I
980
IMPACTfolio
Colorado
$647K – – –
LSAG
981
Lake Street Advisors Group
New Hampshire
$646K +$10.1K +36 +2%
BHIA
982
Birch Hill Investment Advisors
Massachusetts
$643K – – –
CWM
983
Cornerstone Wealth Management
Missouri
$642K +$149K +534 +31%
BS
984
Banco Santander
Spain
$642K +$375K +1,342 +143%
CCP
985
Cassia Capital Partners
North Carolina
$634K +$629K +2,252 New
UB
986
Umpqua Bank
Oregon
$634K +$38.2K +137 +6%
KWA
987
Kingswood Wealth Advisors
California
$632K -$433K -1,551 -41%
WPC
988
Wedmont Private Capital
Pennsylvania
$631K +$25.4K +91 +4%
VA
989
Valmark Advisers
Ohio
$629K +$13.4K +48 +2%
FW
990
FullCircle Wealth
Texas
$629K +$384K +1,375 +136%
IIC
991
Ironwood Investment Counsel
Arizona
$628K -$7.26K -26 -1%
TC
992
TownSquare Capital
Utah
$628K +$130K +467 +26%
RIA
993
Richwood Investment Advisors
Ohio
$626K +$68.4K +245 +12%
SP
994
Stablepoint Partners
Massachusetts
$626K – – –
TBT
995
Texas Bank & Trust
Texas
$622K +$617K +2,210 New
CIA
996
Capital Investment Advisors
Georgia
$621K +$3.63K +13 +0.6%
WC
997
Wexford Capital
Florida
$620K -$4.51M -16,160 -88%
FFN
998
Focus Financial Network
Minnesota
$619K -$24K -86 -4%
BIA
999
Bigelow Investment Advisors
Maine
$618K -$95.8K -343 -14%
NHT
1000
New Hampshire Trust
New Hampshire
$617K – – –
38 39
40
41 42