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Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
201
World Investment Advisors
California
$770K +$43.2K +575 +6%
B
202
Bailard
California
$765K -$9.03K -120 -1%
MAM
203
Mystic Asset Management
Rhode Island
$753K -$14.3K -190 -2%
MOS
204
MGO One Seven
Ohio
$749K +$194K +2,573 +36%
GRP
205
Global Retirement Partners
California
$744K +$208K +2,766 +40%
SS
206
SBI Securities
Japan
$740K -$51.2K -681 -7%
SAM
207
Smartleaf Asset Management
Massachusetts
$736K +$94.1K +1,251 +15%
TAFW
208
Tred Avon Family Wealth
Maryland
$731K -$46.7K -621 -6%
PI
209
PFG Investments
New York
$729K -$13.6K -181 -2%
LWAM
210
Legacy Wealth Asset Management
Minnesota
$710K +$691K +9,182 New
KMWM
211
Keudell/Morrison Wealth Management
Oregon
$700K +$681K +9,050 New
PA
212
Profund Advisors
Maryland
$694K +$44.5K +592 +7%
HH
213
Hilltop Holdings
Texas
$688K -$59.7K -794 -8%
BIA
214
Barry Investment Advisors
Massachusetts
$686K -$42.3K -563 -6%
PT
215
Plimoth Trust
Massachusetts
$682K -$9.55K -127 -1%
CIA
216
Cape Investment Advisory
Georgia
$682K +$663K +8,814 New
OC
217
Oppenheimer & Co
New York
$681K -$17.1K -228 -3%
GM
218
GeoWealth Management
Illinois
$679K +$62.7K +834 +10%
OL
219
Optas LLC
Texas
$676K +$2.78K +37 +0.4%
AWA
220
Aaron Wealth Advisors
Illinois
$673K +$140K +1,861 +27%
FCB
221
First County Bank
Connecticut
$664K -$198K -2,629 -23%
GT
222
Glenmede Trust
Pennsylvania
$663K +$644K +8,565 New
UCFA
223
United Capital Financial Advisors
Texas
$659K +$128K +1,703 +25%
RWM
224
Ritholtz Wealth Management
New York
$658K -$7.07K -94 -1%
GWMR
225
GC Wealth Management RIA
Massachusetts
$652K +$22K +292 +4%
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