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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
801
Summit Financial Group
West Virginia
$2.71M – – –
ST
802
Sabal Trust
Florida
$2.69M -$66K -1,411 -2%
MMA
803
Miracle Mile Advisors
California
$2.69M +$2.35M +50,330 +705%
CG
804
Colony Group
Massachusetts
$2.69M +$1.33M +28,455 +98%
HWA
805
Heritage Way Advisors
Illinois
$2.69M -$320K -6,851 -11%
DE
806
Day & Ennis
Georgia
$2.67M -$24.5K -524 -0.9%
CIA
807
Covington Investment Advisors
Pennsylvania
$2.66M – – –
IAMOG
808
Investors Asset Management of Georgia
Georgia
$2.66M +$37.4K +800 +1%
VAG
809
VisionPoint Advisory Group
Texas
$2.65M -$3.82M -81,740 -59%
CFA
810
Carroll Financial Associates
North Carolina
$2.65M +$151K +3,225 +6%
BMO
811
Beck Mack & Oliver
New York
$2.65M -$172K -3,670 -6%
TI
812
Truehand Inc
New Hampshire
$2.65M – – –
RA
813
RFG Advisory
Alabama
$2.65M -$2.25M -48,029 -46%
O
814
Ossiam
France
$2.62M -$6.96M -148,780 -73%
CII
815
Capital International Inc
California
$2.62M -$153K -3,272 -6%
GH
816
GAM Holding
Switzerland
$2.62M -$2.01K -43 -0.1%
RPG
817
Resource Planning Group
Georgia
$2.6M +$1.45K +31 +0.1%
PWAP
818
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.6M +$13.1K +281 +0.5%
HSA
819
HBK Sorce Advisory
Pennsylvania
$2.57M +$110K +2,352 +4%
BRWA
820
B. Riley Wealth Advisors
Florida
$2.57M +$20.8K +444 +0.8%
PP
821
PDS Planning
Ohio
$2.57M -$2.9M -62,021 -53%
BBNA
822
Bremer Bank National Association
Minnesota
$2.56M +$2.44M +52,189 New
DWM
823
Darwin Wealth Management
Florida
$2.56M +$2.25M +48,076 +737%
SNT
824
Security National Trust
West Virginia
$2.54M +$113K +2,420 +5%
BCFS
825
Butensky & Cohen Financial Security
Florida
$2.54M +$204K +4,355 +9%
31 32
33
34 35