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Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
1201
Visionary Wealth Advisors
Illinois
$23.1M -$18.2K -76 -0.1%
TFA
1202
Teamwork Financial Advisors
Texas
$23.1M -$4.4M -18,342 -16%
HAIM
1203
Hunter Associates Investment Management
Pennsylvania
$23.1M -$802K -3,340 -3%
MWM
1204
Merriman Wealth Management
Washington
$23.1M -$10.9M -45,356 -32%
ME
1205
McIlrath & Eck
Washington
$23.1M +$3.46M +14,436 +18%
CIA
1206
Covington Investment Advisors
Pennsylvania
$23M +$759K +3,164 +3%
CMI
1207
Clare Market Investments
Texas
$23M -$179K -747 -0.8%
JFG
1208
Jefferies Financial Group
New York
$23M +$23M +95,890 New
RSWM
1209
Robertson Stephens Wealth Management
California
$23M -$698K -2,907 -3%
HR
1210
Howe & Rusling
New York
$23M -$2.24M -9,331 -9%
PJSIMP
1211
P.J. Schmidt Investment Management (PJS)
Wisconsin
$22.9M -$217K -906 -0.9%
FA
1212
Fagan Associates
New York
$22.9M -$3.59M -14,954 -14%
EBSAM
1213
Eubel Brady & Suttman Asset Management
Ohio
$22.8M +$534K +2,224 +2%
MMG
1214
Monetary Management Group
Missouri
$22.8M -$436K -1,815 -2%
SIG
1215
Sky Investment Group
Connecticut
$22.8M -$27.1K -113 -0.1%
NB
1216
NBT Bank
New York
$22.8M -$425K -1,772 -2%
TA
1217
TruWealth Advisors
Louisiana
$22.7M +$622K +2,591 +3%
ST
1218
Smithfield Trust
Pennsylvania
$22.7M -$343K -1,429 -1%
FC
1219
Fulcrum Capital
Washington
$22.7M +$1.04M +4,321 +5%
1SB
1220
1ST Source Bank
Indiana
$22.6M -$360K -1,500 -2%
PGIM
1221
Pacific Global Investment Management
California
$22.6M +$207K +864 +0.9%
RF
1222
Rollins Financial
Georgia
$22.6M -$746K -3,107 -3%
SS
1223
Simplicity Solutions
Minnesota
$22.6M +$262K +1,090 +1%
FHB
1224
First Hawaiian Bank
Hawaii
$22.5M -$1.37M -5,709 -6%
MWM
1225
Madison Wealth Management
Ohio
$22.5M -$771K -3,213 -3%
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