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Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
1326
Annex Advisory Services
Wisconsin
$775K -$47K -239 -6%
KA
1327
KDT Advisors
New York
$775K – – –
LA
1328
LexAurum Advisors
Kansas
$773K -$25K -127 -3%
CSP
1329
Cary Street Partners
Virginia
$769K -$16.7K -85 -2%
NS
1330
NBC Securities
Alabama
$769K +$755K +3,839 +127,967%
SFG
1331
Snider Financial Group
Washington
$768K -$31.3K -159 -4%
BA
1332
Bridgewater Advisors
New York
$768K +$753K +3,829 New
HL
1333
HeadInvest LLC
Maine
$767K -$3.15K -16 -0.4%
CCT
1334
Chemung Canal Trust
New York
$767K – – –
TSMHT
1335
Thurston Springer Miller Herd & Titak
Indiana
$764K +$228K +1,159 +44%
RPWA
1336
Regent Peak Wealth Advisors
Georgia
$764K -$48.2K -245 -6%
HVIA
1337
Hudson Valley Investment Advisors
New York
$764K – – –
AFGAS
1338
Allegiance Financial Group Advisory Services
Virginia
$761K +$139K +708 +23%
HH
1339
Hilltop Holdings
Texas
$757K +$138K +701 +23%
A
1340
AlphaQuest
New York
$757K +$134K +681 +22%
PIFP
1341
Partners in Financial Planning
Virginia
$756K +$77.9K +396 +12%
IP
1342
Ignite Planners
California
$752K +$97.6K +496 +16%
EAM
1343
Empirical Asset Management
Massachusetts
$752K +$148K +753 +25%
AIM
1344
Allen Investment Management
New York
$751K – – –
GK
1345
Graney & King
New York
$749K -$23.6K -120 -3%
EW
1346
Evoke Wealth
California
$749K +$79.3K +403 +12%
OFG
1347
Oxford Financial Group
Indiana
$748K +$18.7K +95 +3%
VWA
1348
VERITY Wealth Advisors
United States
$747K – – –
EIM
1349
Ervin Investment Management
Washington
$742K – – –
NG
1350
Northstar Group
New York
$739K -$35.2K -179 -5%
52 53
54
55 56