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Name Holding Trade Value Shares
Change 		Change in
Stake
CCMG
1526
Clark Capital Management Group
Pennsylvania
$694K -$83K -279 -9%
KF
1527
Krilogy Financial
Missouri
$694K +$854K +2,872 New
HWA
1528
HCR Wealth Advisors
California
$691K -$217K -731 -20%
GRP
1529
Global Retirement Partners
California
$689K -$183K -617 -18%
CA
1530
Calton & Associates
Florida
$688K -$231K -778 -21%
IIM
1531
Ipswich Investment Management
Massachusetts
$688K -$119K -401 -12%
PWLP
1532
Prio Wealth Limited Partnership
Massachusetts
$687K -$52K -175 -6%
LWM
1533
Lenox Wealth Management
Ohio
$686K -$18.4K -62 -2%
HFG
1534
Heron Financial Group
New York
$686K -$8.92K -30 -1%
PRC
1535
Pearl River Capital
Michigan
$686K +$517K +1,738 +158%
OC
1536
Oakworth Capital
Alabama
$684K +$217K +730 +35%
OPS
1537
Orion Portfolio Solutions
Nebraska
$679K +$103K +347 +14%
CT
1538
Clearstead Trust
Maine
$675K +$341K +1,146 +70%
CA
1539
Crumly & Associates
Illinois
$675K +$831K +2,796 New
CCM
1540
Coldstream Capital Management
Washington
$674K -$128K -431 -13%
SIM
1541
SSI Investment Management
California
$670K -$8.32K -28 -1%
MA
1542
Mutual Advisors
Nebraska
$670K +$171K +575 +26%
TA
1543
TFG Advisers
Michigan
$663K -$144K -486 -15%
PCAP
1544
Pratt Collard Advisory Partners
New York
$662K -$4.46K -15 -0.5%
HR
1545
Hayden Royal
North Carolina
$658K +$186K +624 +30%
KTC
1546
Kistler-Tiffany Companies
Pennsylvania
$657K – – –
RHP
1547
Royal Harbor Partners
Texas
$656K +$807K +2,714 New
EWA
1548
Exencial Wealth Advisors
Oklahoma
$652K -$7.43K -25 -0.9%
VIA
1549
Vident Investment Advisory
Georgia
$652K +$236K +793 +42%
TCOT
1550
Trust Company of Toledo
Ohio
$651K +$12.5K +42 +2%
60 61
62
63 64