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Name Holding Trade Value Shares
Change 		Change in
Stake
DIA
1126
Dana Investment Advisors
Wisconsin
$292K – – –
CA
1127
Continuum Advisory
Idaho
$292K +$284K +2,593 New
ICOA
1128
Investment Centers of America
North Dakota
$289K -$4.28K -39 -1%
SFA
1129
Sequoia Financial Advisors
Ohio
$288K +$5.92K +54 +2%
UFF
1130
USA Financial Formulas
Michigan
$286K +$279K +2,547 New
TSS
1131
Two Sigma Securities
New York
$285K -$536K -4,889 -66%
OCM
1132
One Capital Management
California
$284K -$7.67K -70 -3%
HWA
1133
HCR Wealth Advisors
California
$284K +$13.7K +125 +5%
NWP
1134
Northstar Wealth Partners
Connecticut
$284K +$278K +2,534 New
IT
1135
Independence Trust
Tennessee
$282K -$103K -936 -27%
SNB
1136
Security National Bank
Nebraska
$281K +$274K +2,500 New
FMWA
1137
Forvis Mazars Wealth Advisors
Missouri
$280K -$9.87K -90 -3%
NA
1138
NewEdge Advisors
Louisiana
$280K +$67.4K +615 +33%
HAG
1139
HighPoint Advisor Group
Illinois
$278K +$235K +2,144 New
ACS
1140
Archford Capital Strategies
Illinois
$277K +$133K +1,209 +96%
BB
1141
Bell Bank
North Dakota
$276K -$23.6K -215 -8%
CT
1142
Clearstead Trust
Maine
$276K +$254K +2,314 +1,653%
BSW
1143
Buckingham Strategic Wealth
Missouri
$275K -$3.07K -28 -1%
DDC
1144
Daniel Devine & Co
Florida
$274K – – –
APP
1145
Avantax Planning Partners
Iowa
$273K -$65.9K -601 -20%
HB
1146
Homrich & Berg
Georgia
$273K -$438 -4 -0.2%
PL
1147
Plancorp LLC
Missouri
$272K – – –
MWP
1148
MYCIO Wealth Partners
Pennsylvania
$271K +$47.1K +430 +22%
NL
1149
NWAM LLC
Washington
$269K -$136K -1,243 -34%
FFWA
1150
FRG Family Wealth Advisors
Washington
$269K – – –
44 45
46
47 48