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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1701
SRB Corp
Massachusetts
$559K +$582K +3,248 New
AIA
1702
Allied Investment Advisors
Montana
$558K -$3.59K -20 -0.6%
PWAP
1703
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$557K -$45.4K -253 -7%
GLI
1704
Guardian Life Insurance
New York
$557K +$1.08K +6 +0.2%
BOS
1705
Bingham Osborn & Scarborough
California
$557K +$17.2K +96 +3%
BWM
1706
Baystate Wealth Management
Massachusetts
$556K -$11.1K -62 -2%
BCM
1707
Brasada Capital Management
Texas
$550K -$34.3K -191 -6%
EM
1708
Excalibur Management
Massachusetts
$547K +$87K +485 +18%
VA
1709
Valmark Advisers
Ohio
$546K -$24.9K -139 -4%
HIIFS
1710
Harel Insurance Investments & Financial Services
Israel
$546K +$412K +2,300 +263%
LC
1711
Lincoln Capital
Nebraska
$545K +$19.7K +110 +4%
CGL
1712
Clarius Group LLC
Washington
$544K +$146K +815 +35%
CCP
1713
Clarkston Capital Partners
Michigan
$544K +$266K +1,483 +88%
SLF
1714
Sun Life Financial
Ontario, Canada
$543K +$2.87K +16 +0.5%
GRP
1715
Global Retirement Partners
California
$541K -$806K -4,497 -59%
CAW
1716
Cornerstone Advisors (Washington)
Washington
$541K +$9.14K +51 +2%
SPI
1717
Santori & Peters Inc
Pennsylvania
$539K +$3.05K +17 +0.5%
AW
1718
Alpha Windward
Massachusetts
$536K -$72.1K -402 -11%
AMM
1719
American Money Management
California
$535K -$160K -893 -22%
OIWM
1720
OptiFour Integrated Wealth Management
Virginia
$535K +$179 +1 +0%
NWS
1721
Newport Wealth Strategies
California
$533K -$56.5K -315 -10%
TW
1722
TrinityPoint Wealth
Connecticut
$533K +$556K +3,101 New
LC
1723
Lindbrook Capital
California
$533K +$557K +3,104 New
SFG
1724
SNS Financial Group
Minnesota
$532K +$59.5K +332 +12%
KA
1725
Kaizen Advisory
Illinois
$529K +$51.6K +288 +10%
67 68
69
70 71