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Name Holding Trade Value Shares
Change 		Change in
Stake
KA
951
KLCM Advisors
Wisconsin
$315K +$75.3K +1,553 +24%
AA
952
Aire Advisors
California
$313K +$60.4K +1,246 +19%
CWM
953
Cornerstone Wealth Management
Missouri
$313K +$382K +7,891 New
WP
954
WealthSource Partners
California
$312K -$224K -4,622 -37%
SCA
955
STALEY CAPITAL ADVISERS
Pennsylvania
$312K +$4.12K +85 +1%
LA
956
Lynch & Associates
Indiana
$310K -$13.6K -281 -3%
AFG
957
Allegheny Financial Group
Pennsylvania
$309K -$18.8K -387 -5%
LFAS
958
Level Four Advisory Services
Texas
$309K -$11.7K -241 -3%
LPT
959
Legacy Private Trust
Wisconsin
$309K – – –
CAI
960
Capital Advisors Inc
Oklahoma
$308K +$93.7K +1,934 +33%
RP
961
Rowlandmiller & Partners
Georgia
$307K – – –
PFGIA
962
Patriot Financial Group Insurance Agency
Massachusetts
$307K -$18.9K -390 -5%
T
963
TOBAM
France
$307K +$68K +1,403 +22%
SAM
964
SP Asset Management
California
$306K -$1.04M -21,431 -74%
HL
965
HeadInvest LLC
Maine
$306K – – –
FTDI
966
First Trust Direct Indexing
Massachusetts
$305K -$290K -5,976 -44%
HBT
967
Hills Bank & Trust
Iowa
$305K – – –
KIA
968
KCM Investment Advisors
California
$304K -$421K -8,689 -53%
RBFC
969
Roman Butler Fullerton & Co
Missouri
$304K -$16.8K -347 -4%
DAM
970
Diamant Asset Management
Connecticut
$304K – – –
CWM
971
Congress Wealth Management
Massachusetts
$303K -$98.7K -2,036 -21%
WCG
972
Weaver Consulting Group
California
$303K +$12.1K +250 +3%
TF
973
Tompkins Financial
New York
$301K -$62.1K -1,281 -14%
WDG
974
Wealth Dimensions Group
Ohio
$301K -$17.7K -365 -5%
TAM
975
Tocqueville Asset Management
New York
$300K – – –
37 38
39
40 41