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Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1201
ASB Consultores
Florida
$396K +$367K +1,530 New
AIA
1202
Armor Investment Advisors
North Carolina
$393K +$365K +1,519 New
SYBT
1203
Stock Yards Bank & Trust
Kentucky
$392K – – –
KM
1204
Kalos Management
Georgia
$392K +$14.6K +61 +4%
FC
1205
FCA Corp
Texas
$388K +$360K +1,500 New
IC
1206
Inverness Counsel
New York
$388K +$360K +1,500 New
IIC
1207
Integrated Investment Consultants
Michigan
$387K +$57.4K +239 +19%
HWM
1208
Hohimer Wealth Management
Washington
$386K -$1.03M -4,279 -74%
MFG
1209
Monte Financial Group
Connecticut
$385K -$327K -1,363 -48%
AG
1210
Ascent Group
Virginia
$385K +$377K +1,572 New
PT
1211
Plimoth Trust
Massachusetts
$384K +$356K +1,485 New
GPA
1212
Guerra Pan Advisors
New Jersey
$381K +$354K +1,474 New
RIA
1213
Regal Investment Advisors
Michigan
$378K -$34.1K -142 -9%
TSWM
1214
Triangle Securities Wealth Management
North Carolina
$377K +$54K +225 +18%
AG
1215
AIA Group
Hong Kong
$376K -$132K -552 -28%
WP
1216
WealthSource Partners
California
$376K -$38.6K -161 -10%
HA
1217
HYA Advisors
Missouri
$376K -$5.04K -21 -1%
CS
1218
Comerica Securities
Michigan
$376K +$240 +1 +0.1%
DMBA
1219
Deseret Mutual Benefit Administrators
Utah
$376K +$27.4K +114 +9%
RHBC
1220
R.H. Bluestein & Co
Michigan
$375K – – –
IA
1221
IFG Advisory
Georgia
$374K -$19.7K -82 -5%
AA
1222
ALPS Advisors
Colorado
$372K +$3.6K +15 +1%
MIM
1223
MTM Investment Management
South Carolina
$371K – – –
SW
1224
SkyOak Wealth
Michigan
$371K +$18K +75 +6%
AWE
1225
Avidian Wealth Enterprises
Texas
$369K +$82.3K +343 +32%
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