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Name Holding Trade Value Shares
Change 		Change in
Stake
SYBT
476
Stock Yards Bank & Trust
Kentucky
$355K – – –
GKWIM
477
Gerber Kawasaki Wealth & Investment Management
California
$351K +$70.6K +780 +27%
WAP
478
Wealthcare Advisory Partners
Pennsylvania
$351K +$453 +5 +0.1%
EI
479
Ellevest Inc
New York
$347K -$7.42K -82 -2%
UCFA
480
United Capital Financial Advisors
Texas
$345K -$27.7K -306 -8%
HFM
481
Harvest Fund Management
China
$343K -$6.34K -70 -2%
EF
482
Empowered Funds
Pennsylvania
$342K +$62.4K +689 +24%
NL
483
NWAM LLC
Washington
$334K -$41.4K -457 -9%
WMP
484
Wealth Management Partners
Arizona
$334K +$43.7K +483 +16%
NI
485
NCP Inc
California
$329K +$308K +3,400 New
BFG
486
Bleakley Financial Group
New Jersey
$322K +$16.1K +178 +6%
SW
487
Simplicity Wealth
New Jersey
$316K +$295K +3,259 New
SGCA
488
Steel Grove Capital Advisors
Tennessee
$315K +$294K +3,252 New
KA
489
Kovack Advisors
Florida
$314K +$19K +210 +7%
AIM
490
Aigen Investment Management
New York
$311K +$62.9K +695 +28%
CI
491
Cigna Investments
Connecticut
$307K +$11.7K +129 +4%
SW
492
SVB Wealth
Massachusetts
$302K -$7.7K -85 -3%
PIA
493
Powell Investment Advisors
Florida
$299K – – –
FTDI
494
First Trust Direct Indexing
Massachusetts
$295K +$276K +3,046 New
O
495
Ossiam
France
$294K -$91.3K -1,008 -25%
WTG
496
West Tower Group
Virginia
$292K +$273K +3,019 New
SPM
497
Symmetry Peak Management
Pennsylvania
$290K -$634K -7,000 -70%
FTC
498
Farmers Trust Company
Ohio
$290K – – –
OIA
499
OneDigital Investment Advisors
Kansas
$290K +$19.7K +218 +8%
SIG
500
Stonegate Investment Group
Alabama
$290K +$272K +3,000 New
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