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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
851
Calton & Associates
Florida
$431K +$83.5K +2,670 +20%
TPWA
852
TRUE Private Wealth Advisors
Oregon
$430K -$281K -8,970 -36%
ARG
853
Advisory Resource Group
Oklahoma
$423K -$40K -1,280 -7%
NIM
854
Northeast Investment Management
Massachusetts
$417K -$608K -19,420 -55%
SSB
855
Sandy Spring Bank
Maryland
$411K -$25.3K -810 -5%
TC
856
Trilogy Capital
California
$411K +$5.63K +180 +1%
WIS
857
Wright Investors Service
Connecticut
$409K -$547K -17,490 -53%
SYBT
858
Stock Yards Bank & Trust
Kentucky
$408K – – –
CEP
859
Chicago Equity Partners
Illinois
$405K -$3.01M -96,260 -86%
VWA
860
V Wealth Advisors
Kansas
$404K -$94.2K -3,010 -17%
TI
861
Tidal Investments
Wisconsin
$403K +$471K +15,050 New
FIM
862
Fernwood Investment Management
Massachusetts
$402K +$30.4K +970 +7%
DI
863
DFPG Investments
Utah
$401K -$73.2K -2,340 -14%
LCC
864
Lincoln Capital Corp
Rhode Island
$401K – – –
NWM
865
Northwest Wealth Management
Iowa
$401K – – –
RIG
866
Roosevelt Investment Group
New York
$400K -$313 -10 -0.1%
EWM
867
Evercore Wealth Management
New York
$398K -$3.44K -110 -0.7%
SIC
868
SFE Investment Counsel
California
$396K -$3.13K -100 -0.7%
PSP
869
Principal Street Partners
Tennessee
$394K -$4.38K -140 -0.9%
BPWA
870
Beacon Pointe Wealth Advisors
California
$393K -$278K -8,870 -38%
RWA
871
Ropes Wealth Advisors
Massachusetts
$393K +$27.2K +870 +6%
CFS
872
CRA Financial Services
New Jersey
$391K -$32.9K -1,050 -7%
LSAG
873
Lake Street Advisors Group
New Hampshire
$390K -$51.3K -1,640 -9%
OIA
874
Optimum Investment Advisors
Illinois
$389K -$148K -4,720 -25%
UC
875
Unio Capital
New Jersey
$389K – – –
33 34
35
36 37