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Name Holding Trade Value Shares
Change 		Change in
Stake
XS
851
XR Securities
Illinois
$767K +$753K +20,870 New
WEC
852
Winslow Evans & Crocker
Massachusetts
$764K -$36.1K -1,000 -5%
WPW
853
Waldron Private Wealth
Pennsylvania
$762K -$89.8K -2,490 -11%
CIAS
854
Capital Investment Advisory Services
North Carolina
$761K +$722 +20 +0.1%
HCA
855
Harbour Capital Advisors
Virginia
$757K +$743K +20,600 New
MLL
856
Moody Lynn & Lieberson
Massachusetts
$756K -$68.9K -1,910 -8%
VAS
857
Vestmark Advisory Solutions
Massachusetts
$753K -$50.1K -1,390 -6%
PP
858
Prudential plc
United Kingdom
$750K – – –
EAM
859
Eagle Asset Management
Florida
$748K +$75.4K +2,090 +11%
TI
860
Truepoint Inc
Ohio
$747K – – –
AF
861
Advisornet Financial
Minnesota
$747K +$48.3K +1,340 +7%
AA
862
ALPS Advisors
Colorado
$746K +$97.4K +2,700 +15%
IWC
863
Integrated Wealth Concepts
Massachusetts
$746K +$205K +5,670 +38%
CIC
864
Carnegie Investment Counsel
Ohio
$745K +$90.2K +2,500 +14%
RWP
865
RWA Wealth Partners
Massachusetts
$739K +$26.7K +740 +4%
OIA
866
OneDigital Investment Advisors
Kansas
$736K +$590K +16,340 +442%
SSWM
867
Sheets Smith Wealth Management
North Carolina
$732K -$5.77K -160 -0.8%
CAW
868
Cornerstone Advisors (Washington)
Washington
$723K +$12.6K +350 +2%
MIM
869
Moseley Investment Management
Florida
$721K +$41.5K +1,150 +6%
HIMC
870
Heritage Investors Management Corp
Maryland
$719K – – –
FMLI
871
Fukoku Mutual Life Insurance
Japan
$716K – – –
PP
872
Patten & Patten
Tennessee
$710K – – –
FPA
873
First Pacific Advisors
California
$708K -$206K -5,720 -23%
CCMG
874
Clark Capital Management Group
Pennsylvania
$707K -$239K -6,620 -26%
RAM
875
Redmond Asset Management
Virginia
$707K -$1.08K -30 -0.2%
33 34
35
36 37