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Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
876
Foresters Investment Management
New York
$153K -$7.07K -163 -4%
VFA
877
Valeo Financial Advisors
Indiana
$151K +$61.3K +1,413 +62%
ATFA
878
All Terrain Financial Advisors
Minnesota
$149K +$158K +3,641 New
CFN
879
Cordasco Financial Network
Florida
$144K – – –
HAM
880
Highstreet Asset Management
Ontario, Canada
$141K -$50.6K -1,166 -25%
PK
881
Pflug Koory
Nebraska
$141K – – –
SFSIG
882
San Francisco Sentry Investment Group
California
$138K +$136K +3,145 +1,410%
AWA
883
Acorn Wealth Advisors
Michigan
$136K +$135K +3,106 New
HRC
884
Hoertkorn Richard Charles
$135K +$143K +3,300 New
NAMA
885
Nikko Asset Management Americas
New York
$133K – – –
OIA
886
OneDigital Investment Advisors
Kansas
$131K +$1.13K +26 +0.8%
SCM
887
Stumpf Capital Management
Arizona
$131K +$139K +3,200 New
IBOK
888
Independence Bank of Kentucky
Kentucky
$129K +$136K +3,135 New
EWM
889
Evercore Wealth Management
New York
$123K -$26K -600 -17%
C
890
Cerebellum
California
$123K +$130K +2,989 New
MOS
891
MGO One Seven
Ohio
$119K +$126K +2,914 New
SLF
892
Sun Life Financial
Ontario, Canada
$115K -$297K -6,844 -71%
PFGIA
893
Patriot Financial Group Insurance Agency
Massachusetts
$113K -$8.98K -207 -7%
LA
894
Legacy Advisors
Pennsylvania
$112K +$18.4K +425 +18%
PMFA
895
Plante Moran Financial Advisors
Michigan
$111K +$781 +18 +0.7%
PGWM
896
Parisi Gray Wealth Management
New Jersey
$109K +$113K +2,597 New
CFG
897
Citizens Financial Group
Rhode Island
$108K – – –
IWP
898
Icon Wealth Partners
Texas
$106K +$112K +2,575 New
MFW
899
Mosaic Family Wealth
Missouri
$99K -$601K -13,850 -85%
CA
900
Calton & Associates
Florida
$98K +$98.6K +2,272 New
34 35
36
37 38