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Name Holding Trade Value Shares
Change 		Change in
Stake
RA
951
RFG Advisory
Alabama
$547K -$46.5K -415 -8%
SFS
952
Stiles Financial Services
Minnesota
$546K -$14K -125 -2%
GPA
953
Guerra Pan Advisors
New Jersey
$546K – – –
WOC
954
West Oak Capital
California
$546K +$8.4K +75 +2%
BMC
955
Beaton Management Company
Massachusetts
$543K – – –
MFW
956
Meristem Family Wealth
Minnesota
$543K +$6.16K +55 +1%
SVWAG
957
Sound View Wealth Advisors Group
Georgia
$533K +$100K +895 +23%
RCM
958
RB Capital Management
Nevada
$531K +$108K +960 +25%
LC
959
Lindbrook Capital
California
$530K +$6.16K +55 +1%
CIA
960
Cladis Investment Advisory
Montana
$529K -$14K -125 -3%
FB
961
Fulton Bank
Pennsylvania
$522K +$525K +4,685 New
ICG
962
InterOcean Capital Group
Tennessee
$518K -$151K -1,350 -23%
AA
963
Ancora Advisors
Ohio
$515K +$30.8K +275 +6%
SAM
964
Silvercrest Asset Management
New York
$512K – – –
JWCA
965
J.W. Cole Advisors
Florida
$511K -$93K -830 -15%
TCM
966
Twin Capital Management
Pennsylvania
$511K – – –
TSWM
967
Triangle Securities Wealth Management
North Carolina
$511K +$208K +1,860 +68%
HIG
968
Heritage Investment Group
Florida
$508K – – –
CCFP
969
Charles Carroll Financial Partners
Massachusetts
$507K +$510K +4,550 New
TPA
970
Trivium Point Advisory
Connecticut
$506K +$28.6K +255 +6%
MMA
971
Miracle Mile Advisors
California
$506K +$148K +1,320 +41%
IC
972
Intersect Capital
California
$505K +$103K +920 +25%
GA
973
GraniteShares Advisors
New York
$504K -$9.53K -85 -2%
MC
974
Machina Capital
France
$503K +$506K +4,515 New
BDF
975
Balasa Dinverno & Foltz
$498K +$63.9K +570 +15%
37 38
39
40 41