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Name Holding Trade Value Shares
Change 		Change in
Stake
RBFC
1676
Roman Butler Fullerton & Co
Missouri
$870K +$230K +3,800 +39%
AAP
1677
Aristotle Atlantic Partners
Florida
$868K – – –
MAM
1678
Morse Asset Management
Connecticut
$868K – – –
KPWG
1679
KFA Private Wealth Group
Virginia
$866K +$239K +3,943 +39%
BEC
1680
Blue Edge Capital
Virginia
$865K +$93.9K +1,551 +13%
NEWAS
1681
N.E.W. Advisory Services
Wisconsin
$864K +$5.87K +97 +0.7%
SMA
1682
Sage Mountain Advisors
Georgia
$862K +$397K +6,551 +89%
CRIG
1683
Charter Research & Investment Group
Connecticut
$858K +$60.5K +1,000 +8%
RFN
1684
RDA Financial Network
Iowa
$857K +$32.1K +530 +4%
ATWA
1685
Arbor Trust Wealth Advisors
Michigan
$855K +$48.4K +799 +6%
AFA
1686
American Financial Advisors
Georgia
$852K -$6.36K -105 -0.8%
CGA
1687
Crescent Grove Advisors
Illinois
$851K +$30.3K +500 +4%
TSW
1688
Thompson Siegel & Walmsley
Virginia
$850K -$310K -5,117 -27%
GAG
1689
GM Advisory Group
New York
$849K +$84.3K +1,392 +11%
GEA
1690
Glen Eagle Advisors
New Jersey
$848K -$28.8K -476 -3%
IIA
1691
IPG Investment Advisors
California
$848K +$828K +13,677 New
QPWM
1692
Quadrant Private Wealth Management
Pennsylvania
$848K -$24.3K -402 -3%
SW
1693
SkyOak Wealth
Michigan
$845K +$56.7K +937 +7%
PTB
1694
Pioneer Trust Bank
Oregon
$845K – – –
AWM
1695
Adams Wealth Management
Utah
$842K +$86.6K +1,431 +12%
AC
1696
Allstate Corporation
Illinois
$842K -$10M -165,835 -92%
CAM
1697
Carret Asset Management
New York
$841K – – –
WW
1698
Waterfront Wealth
Kansas
$841K +$29.1K +480 +4%
CWM
1699
Chemistry Wealth Management
New York
$839K -$64.5K -1,065 -7%
WEG
1700
World Equity Group
Illinois
$837K -$512K -8,462 -37%
66 67
68
69 70