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Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
526
Visionary Wealth Advisors
Illinois
$169K +$171K +13,454 New
CDH
527
Charles D. Hyman
$168K – – –
WG
528
Welch Group
Alabama
$168K +$171K +13,400 New
CC
529
Centiva Capital
New York
$168K +$171K +13,401 New
TWM
530
Tradition Wealth Management
Minnesota
$165K +$76 +6 +0%
AWA
531
Arkadios Wealth Advisors
Georgia
$164K -$536K -42,092 -76%
PCM
532
Prelude Capital Management
New York
$164K -$122K -9,607 -42%
IFAM
533
Institutional & Family Asset Management
Colorado
$160K – – –
LSAG
534
Lake Street Advisors Group
New Hampshire
$160K +$26K +2,044 +19%
BF
535
BOK Financial
Oklahoma
$159K +$6.53K +513 +4%
NIM
536
NuWave Investment Management
New Jersey
$159K +$161K +12,649 New
PCM
537
Perkins Capital Management
Minnesota
$159K +$162K +12,700 New
CGL
538
Clarius Group LLC
Washington
$158K -$83.3K -6,543 -34%
HM
539
Harvest Management
New York
$157K – – –
BP
540
Ballentine Partners
Massachusetts
$157K +$159K +12,478 New
PIA
541
Powell Investment Advisors
Florida
$156K – – –
CWA
542
Centennial Wealth Advisory
Michigan
$155K +$5.74K +451 +4%
MWM
543
Meridian Wealth Management
Kentucky
$154K +$9.8K +770 +7%
FHC
544
First Heartland Consultants
Missouri
$153K -$17.2K -1,353 -10%
AIP
545
Ameritas Investment Partners
Nebraska
$152K -$29.1K -2,286 -16%
NP
546
NorthRock Partners
Minnesota
$152K -$7.12K -559 -4%
IWN
547
Independent Wealth Network
Iowa
$152K +$154K +12,102 New
PFM
548
Parsec Financial Management
North Carolina
$151K +$3.04K +239 +2%
MYAM
549
Meiji Yasuda Asset Management
Japan
$151K +$153K +12,050 New
DI
550
Diligent Investors
California
$151K +$154K +12,071 New
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