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Name Holding Trade Value Shares
Change 		Change in
Stake
FTIS
1101
First Trust Investment Solutions
Florida
$278K +$242K +3,261 New
PWPS
1102
Pinnacle Wealth Planning Services
Ohio
$278K -$1.34K -18 -0.5%
SMA
1103
Seven Mile Advisory
New Jersey
$277K +$8.02K +108 +3%
LIA
1104
LBMC Investment Advisors
Tennessee
$277K – – –
FHC
1105
First Heartland Consultants
Missouri
$276K – – –
EFG
1106
Embree Financial Group
Illinois
$276K +$240K +3,231 New
QC
1107
Quent Capital
New York
$275K +$27.3K +368 +13%
GWM
1108
Geneos Wealth Management
Colorado
$274K +$2.9K +39 +1%
AG
1109
Ascent Group
Virginia
$274K -$11.2K -151 -5%
MFIM
1110
Mesirow Financial Investment Management
Illinois
$272K +$237K +3,186 New
RCAG
1111
Rehmann Capital Advisory Group
Michigan
$271K +$236K +3,177 New
PFA
1112
Pathway Financial Advisors
Vermont
$271K – – –
CP
1113
Canopy Partners
Ohio
$271K +$235K +3,167 New
RCG
1114
Ruane, Cunniff & Goldfarb
New York
$270K -$271K -3,646 -54%
KFA
1115
Kapstone Financial Advisors
Ohio
$270K – – –
HNB
1116
Huntington National Bank
Ohio
$268K +$36.7K +494 +19%
BWA
1117
Bordeaux Wealth Advisors
California
$268K +$3.57K +48 +2%
PWP
1118
Phillips Wealth Planners
Mississippi
$268K -$5.72K -77 -2%
CCA
1119
Childress Capital Advisors
Texas
$268K -$2.38K -32 -1%
YDMI
1120
Y.D. More Investments
Israel
$268K +$72.1K +970 +45%
AWM
1121
Angeles Wealth Management
California
$265K +$231K +3,109 New
BCA
1122
Bay Colony Advisors
Massachusetts
$265K +$231K +3,105 New
FP
1123
Financial Perspectives
Minnesota
$265K +$15.2K +204 +7%
PFGIA
1124
Patriot Financial Group Insurance Agency
Massachusetts
$265K -$88.8K -1,196 -28%
SSA
1125
Sierra Summit Advisors
Nevada
$265K +$230K +3,100 New
43 44
45
46 47