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Name Holding Trade Value Shares
Change 		Change in
Stake
AO
1926
Advisor OS
Illinois
$400K +$2.29K +41 +0.5%
LF
1927
Lantz Financial
Illinois
$399K +$5.18K +93 +1%
VFP
1928
Verus Financial Partners
Virginia
$399K +$13.8K +248 +3%
LC
1929
Lindbrook Capital
California
$397K -$96.5K -1,732 -19%
MAM
1930
Magellan Asset Management
Australia
$397K +$17.3K +311 +4%
EAM
1931
Evanson Asset Management
California
$395K +$24.4K +438 +6%
ZIG
1932
Zuckerman Investment Group
Illinois
$395K +$26.8K +480 +7%
ACP
1933
Aveo Capital Partners
Colorado
$394K -$5.91K -106 -1%
CG
1934
Cutler Group
California
$393K -$1.87M -33,592 -82%
NWA
1935
New World Advisors
Massachusetts
$393K -$469K -8,414 -54%
SDWIA
1936
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$392K – – –
QAM
1937
QCI Asset Management
New York
$391K +$41.6K +747 +11%
FIA
1938
Foundations Investment Advisors
Arizona
$391K +$114K +2,054 +39%
MGIA
1939
Matthew Goff Investment Advisor
Texas
$390K -$1K -18 -0.2%
HVIA
1940
Hudson Valley Investment Advisors
New York
$388K -$5.85K -105 -1%
SOAMC
1941
Spirit of America Management Corp
New York
$388K – – –
AWA
1942
Alta Wealth Advisors
Massachusetts
$387K +$5.18K +93 +1%
LWM
1943
Liberty Wealth Management
California
$387K +$34.4K +617 +9%
HWA
1944
HHM Wealth Advisors
Tennessee
$386K -$53.3K -957 -12%
HCP
1945
Hexagon Capital Partners
Arkansas
$386K – – –
WTB
1946
Washington Trust Bank
Washington
$386K +$8.92K +160 +2%
LFF
1947
Level Four Financial
Texas
$386K +$17.5K +314 +4%
IA
1948
Insight Advisors
Pennsylvania
$384K -$9.09K -163 -2%
PCFFS
1949
Pacific Center for Financial Services
California
$384K – – –
TC
1950
Trust Company
Kansas
$383K -$187K -3,357 -32%
76 77
78
79 80