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Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
1001
Romano Brothers & Co
Illinois
$501K +$6.58K +21 +1%
SLWA
1002
San Luis Wealth Advisors
California
$501K -$456K -1,454 -49%
HKAM
1003
Horizon Kinetics Asset Management
New York
$499K – – –
MG
1004
Mather Group
Illinois
$499K +$98.7K +315 +26%
CA
1005
Continuum Advisory
Idaho
$497K +$313 +1 +0.1%
IAN
1006
Integrated Advisors Network
Texas
$495K +$72.1K +230 +18%
BFA
1007
BMS Financial Advisors
South Dakota
$494K +$475K +1,516 New
OBGC
1008
O'Brien Greene & Co
Pennsylvania
$493K -$981K -3,130 -67%
BHA
1009
Beech Hill Advisors
New York
$491K – – –
WGAM
1010
Wilkinson Global Asset Management
New York
$489K – – –
GL
1011
Graypoint LLC
New York
$482K +$98.4K +314 +27%
FIA
1012
Foundations Investment Advisors
Arizona
$481K +$197K +628 +74%
RZH
1013
Relyea Zuckerberg Hanson
Connecticut
$476K +$458K +1,460 New
AWM
1014
Aberdeen Wealth Management
Illinois
$476K – – –
MW
1015
Marcum Wealth
Ohio
$475K -$66.8K -213 -13%
PTC
1016
Petrus Trust Company
Texas
$473K +$455K +1,450 New
OTPPB
1017
Ontario Teachers' Pension Plan Board
Ontario, Canada
$472K -$706K -2,252 -61%
RA
1018
Rational Advisors
New York
$472K -$165K -526 -27%
PCH
1019
PGIM Custom Harvest
New Jersey
$471K +$452K +1,443 New
MCCP
1020
Mission Creek Capital Partners
California
$470K -$37.9K -121 -8%
PP
1021
Patron Partners
Texas
$470K – – –
HWMG
1022
Hurlow Wealth Management Group
Indiana
$469K -$15K -48 -3%
AF
1023
Allworth Financial
California
$467K +$135K +432 +43%
TCOO
1024
Trust Company of Oklahoma
Oklahoma
$465K – – –
CWM
1025
Congress Wealth Management
Massachusetts
$465K +$14.4K +46 +3%
39 40
41
42 43