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Name Holding Trade Value Shares
Change 		Change in
Stake
VIA
1101
Vident Investment Advisory
Georgia
$241K +$315K +1,491 New
DIA
1102
Dana Investment Advisors
Wisconsin
$240K -$2.76M -13,056 -90%
ST
1103
Smithfield Trust
Pennsylvania
$240K -$46.3K -219 -13%
VCM
1104
Vivaldi Capital Management
Illinois
$238K +$312K +1,473 New
TTWM
1105
TCV Trust & Wealth Management
Virginia
$236K – – –
ACI
1106
Alpha Cubed Investments
California
$234K -$31.7K -150 -9%
SIM
1107
Sonora Investment Management
Arizona
$234K +$63.5K +300 +26%
NB
1108
Nicolet Bankshares
Wisconsin
$233K +$5.08K +24 +2%
GVAG
1109
Great Valley Advisor Group
Delaware
$232K +$305K +1,441 New
AAS
1110
Avantax Advisory Services
Texas
$232K +$308K +1,458 New
MWA
1111
Meridian Wealth Advisors
Texas
$230K +$301K +1,423 New
HCM
1112
Harvest Capital Management
New Hampshire
$229K – – –
SVWA
1113
Sound View Wealth Advisors
Georgia
$228K +$299K +1,412 New
MWM
1114
Mission Wealth Management
California
$227K – – –
CCG
1115
Cypress Capital Group
Florida
$226K – – –
VST
1116
Van Strum & Towne
California
$226K – – –
WF
1117
Welch & Forbes
Massachusetts
$226K – – –
AWA
1118
Arete Wealth Advisors
Illinois
$225K -$10.8K -51 -4%
PFS
1119
Prospera Financial Services
Texas
$225K +$294K +1,390 New
RGC
1120
Roberts, Glore & Co
Illinois
$224K -$26.4K -125 -8%
PAM
1121
Palisade Asset Management
Minnesota
$224K – – –
QCG
1122
Quadrant Capital Group
Ohio
$223K -$15K -71 -5%
OFW
1123
Omnia Family Wealth
Florida
$223K – – –
GCAC
1124
Guardian Capital Advisors (Canada)
Ontario, Canada
$223K +$275K +1,300 New
CAG
1125
Csenge Advisory Group
Florida
$222K +$139K +655 +91%
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