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Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
451
D.A. Davidson & Co
Montana
$422K +$166 +2 +0%
IFWM
452
Institute for Wealth Management
Colorado
$418K – – –
C
453
Certuity
Florida
$414K +$33.8K +408 +9%
OWA
454
Outlook Wealth Advisors
Texas
$409K -$6.21K -75 -2%
OAM
455
Oxford Asset Management
United Kingdom
$407K +$393K +4,739 New
CFMC
456
Curbstone Financial Management Corp
New Hampshire
$404K +$389K +4,700 New
LNWWM
457
Laird Norton Wetherby Wealth Management
California
$404K +$389K +4,695 New
MA
458
Mutual Advisors
Nebraska
$399K +$8.87K +107 +2%
MYAM
459
Meiji Yasuda Asset Management
Japan
$396K -$151K -1,825 -28%
MIM
460
Marco Investment Management
Georgia
$395K – – –
CTWM
461
Cherry Tree Wealth Management
Minnesota
$394K – – –
KIM
462
Kestra Investment Management
Texas
$392K +$85.7K +1,034 +28%
NAAA
463
New Age Alpha Advisors
New York
$391K -$1.02M -12,249 -73%
AC
464
Aristides Capital
Kentucky
$387K +$373K +4,500 New
SBFM
465
S-Bank Fund Management
Finland
$386K -$27.9K -337 -7%
FAIM
466
Financial Advocates Investment Management
Washington
$381K -$45.3K -547 -11%
MYLI
467
Meiji Yasuda Life Insurance
Japan
$380K +$367K +4,424 New
PHAM
468
Palisades Hudson Asset Management
Florida
$380K – – –
AF
469
Allworth Financial
California
$375K +$323K +3,892 +837%
GI
470
GAMMA Investing
California
$373K -$38K -458 -10%
CFGSD
471
Compass Financial Group (South Dakota)
South Dakota
$372K +$1.24K +15 +0.3%
MGIA
472
Moneta Group Investment Advisors
Missouri
$365K -$277K -3,341 -44%
BP
473
Ballentine Partners
Massachusetts
$364K -$13.3K -160 -4%
ALAM
474
Asahi Life Asset Management
Japan
$363K +$24K +290 +7%
O
475
Ossiam
France
$363K +$255K +3,083 +272%
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19
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