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Name Holding Trade Value Shares
Change 		Change in
Stake
WSTAM
826
Wilbanks Smith & Thomas Asset Management
Virginia
$685K +$558K +6,542 +213%
TW
827
Transform Wealth
Colorado
$684K -$138K -1,620 -16%
CA
828
CoreCap Advisors
Michigan
$683K +$8.44K +99 +1%
AAM
829
Advisors Asset Management
Colorado
$680K +$141K +1,654 +23%
FAIM
830
Financial Advocates Investment Management
Washington
$678K +$7.42K +87 +1%
RCA
831
Roberts Capital Advisors
Colorado
$676K – – –
FHA
832
Flagship Harbor Advisors
Massachusetts
$676K +$23.1K +271 +3%
KA
833
Kovack Advisors
Florida
$674K -$652K -7,644 -47%
DAS
834
Dynamic Advisor Solutions
Arizona
$668K +$343K +4,021 +88%
CPO
835
Cerity Partners OCIO
New York
$668K +$731K +8,578 New
CC
836
Courier Capital
New York
$663K – – –
ACM
837
AlphaStar Capital Management
North Carolina
$661K +$156K +1,824 +27%
SWM
838
Shelton Wealth Management
Texas
$658K -$29.8K -349 -4%
LWAC
839
Laurel Wealth Advisors (California)
California
$656K -$144K -1,693 -17%
SIM
840
Sentry Investment Management
Wisconsin
$655K -$148K -1,732 -17%
FB
841
Fulton Bank
Pennsylvania
$655K -$53.2K -624 -7%
BS
842
Boenning & Scattergood
Pennsylvania
$655K +$17.9K +210 +3%
SWM
843
Sendero Wealth Management
Texas
$654K -$4.22M -49,535 -86%
PPP
844
Private Portfolio Partners
New Jersey
$653K +$256 +3 +0%
M
845
Mirova
France
$651K -$13.5K -158 -2%
JCM
846
Jacobi Capital Management
Pennsylvania
$643K +$49.1K +576 +7%
ANRIA
847
American National Registered Investment Advisor
Texas
$641K -$18K -211 -3%
AC
848
AlphaCore Capital
California
$633K +$693K +8,131 New
SW
849
SVB Wealth
Massachusetts
$631K +$71.3K +836 +12%
CA
850
Cullinan Associates
Kentucky
$631K +$111K +1,300 +19%
32 33
34
35 36