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Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
726
Merit Financial Group
Georgia
$1.01M +$666K +30,040 +108%
CI
727
Cigna Investments
Connecticut
$996K -$454K -20,460 -26%
EI
728
Ellevest Inc
New York
$996K +$58.1K +2,620 +5%
GT
729
Greenleaf Trust
Michigan
$995K -$5.55M -250,440 -81%
APP
730
Avantax Planning Partners
Iowa
$995K +$703K +31,720 +126%
NHC
731
Nicholas Hoffman & Company
Georgia
$983K +$917K +41,360 +278%
CCB
732
Country Club Bank
Missouri
$980K +$475K +21,420 +64%
LSWM
733
Lorne Steinberg Wealth Management
Canada
$979K +$13.3K +600 +1%
HSA
734
HBK Sorce Advisory
Pennsylvania
$979K +$417K +18,830 +51%
NL
735
NVWM LLC
Pennsylvania
$978K +$106K +4,760 +9%
DU
736
Delphia (USA)
Ontario, Canada
$972K +$939K +42,360 +320%
TAM
737
Tocqueville Asset Management
New York
$971K -$9.86M -444,880 -89%
S
738
Seeyond
France
$971K -$97.5K -4,400 -7%
EWA
739
EP Wealth Advisors
California
$971K +$431K +19,430 +54%
BL
740
Balentine LLC
Georgia
$965K +$964K +43,480 +371%
GT
741
Glenview Trust
Kentucky
$952K -$8.56M -386,070 -88%
FIA
742
Foundations Investment Advisors
Arizona
$948K +$19.3K +870 +2%
BCM
743
Bayesian Capital Management
New York
$945K +$1.2M +54,040 New
BRWM
744
B. Riley Wealth Management
Tennessee
$944K +$225K +10,170 +23%
NP
745
NorthRock Partners
Minnesota
$941K +$401K +18,090 +51%
HCM
746
Horiko Capital Management
New York
$935K -$154K -6,930 -11%
CPIG
747
Chicago Partners Investment Group
Illinois
$934K +$40.1K +1,810 +5%
CS
748
Comerica Securities
Michigan
$931K -$30.2K -1,360 -2%
CA
749
Commerzbank Aktiengesellschaft
Germany
$930K +$285K +12,850 +32%
GWM
750
Geneos Wealth Management
Colorado
$920K +$173K +7,790 +18%
28 29
30
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