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Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
1276
Trifecta Capital Advisors
Illinois
$13.4M +$155K +242 +1%
LSA
1277
L & S Advisors
California
$13.4M -$4.54M -7,078 -23%
SEEDPG
1278
S.E.E.D. Planning Group
New York
$13.4M +$2.72M +4,242 +22%
AFG
1279
Albion Financial Group
Utah
$13.3M -$82.7K -129 -0.6%
CSP
1280
Cary Street Partners
Virginia
$13.3M +$352K +549 +2%
QCM
1281
Qsemble Capital Management
New York
$13.3M +$14.8M +23,166 New
NCM
1282
Northside Capital Management
Oregon
$13.2M -$363K -566 -2%
AIS
1283
AM Investment Strategies
Tennessee
$13.2M +$238K +372 +2%
PR
1284
Payden & Rygel
California
$13.2M -$4.87M -7,600 -25%
CAM
1285
Carret Asset Management
New York
$13.2M +$275K +429 +2%
LDB
1286
Lee, Danner & Bass
Tennessee
$13.2M +$713K +1,113 +5%
SSA
1287
Sierra Summit Advisors
Nevada
$13.2M +$1.86M +2,900 +14%
GM
1288
GeoWealth Management
Illinois
$13.1M +$136K +212 +0.9%
AWM
1289
Avior Wealth Management
Nebraska
$13M +$264K +412 +2%
WAM
1290
Wallington Asset Management
Indiana
$13M -$736K -1,148 -5%
ACM
1291
AlphaStar Capital Management
North Carolina
$13M +$352K +549 +2%
PDL
1292
Portfolio Design Labs
California
$13M +$691K +1,078 +5%
HSA
1293
HBK Sorce Advisory
Pennsylvania
$13M +$132K +206 +1%
JFGIW
1294
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13M +$301K +469 +2%
OAM
1295
Occidental Asset Management
California
$12.9M -$119K -185 -0.8%
FFM
1296
Forum Financial Management
Illinois
$12.9M -$10.3M -16,044 -41%
QPWM
1297
Quadrant Private Wealth Management
Pennsylvania
$12.9M +$362K +565 +3%
TC
1298
Tenere Capital
New York
$12.9M +$10.7M +16,664 +287%
CTA
1299
Colonial Trust Advisors
South Carolina
$12.9M +$189K +295 +1%
SA
1300
Sovran Advisors
California
$12.8M +$4.56M +7,109 +51%
50 51
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