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Name Holding Trade Value Shares
Change 		Change in
Stake
ZB
1176
Zions Bancorporation
Utah
$581K -$217K -1,725 -30%
CI
1177
Conning Inc
Connecticut
$576K – – –
APC
1178
Aspire Private Capital
North Carolina
$576K +$514K +4,075 New
KCM
1179
KRS Capital Management
Michigan
$572K -$9.45K -75 -2%
CCFP
1180
Charles Carroll Financial Partners
Massachusetts
$572K – – –
SC
1181
Syon Capital
California
$572K +$174K +1,380 +52%
CWP
1182
Concord Wealth Partners
Virginia
$572K +$159K +1,265 +46%
WIA
1183
World Investment Advisors
California
$567K +$505K +4,010 New
CAMV
1184
Concord Asset Management (Virginia)
Virginia
$566K +$196K +1,555 +63%
OL
1185
Optas LLC
Texas
$566K +$42.2K +335 +9%
RLIM
1186
Red Lighthouse Investment Management
New York
$555K -$630 -5 -0.1%
LAM
1187
Lewis Asset Management
California
$550K +$490K +3,890 New
AFP
1188
Ausdal Financial Partners
Iowa
$550K -$159K -1,260 -24%
CCM
1189
Carlson Capital Management
Minnesota
$550K +$254K +2,015 +107%
EPA
1190
Element Pointe Advisors
Florida
$548K -$15.1K -120 -3%
CAG
1191
Csenge Advisory Group
Florida
$548K +$129K +1,025 +36%
PA
1192
PFG Advisors
Arizona
$545K +$210K +1,670 +76%
CIA
1193
Compass Ion Advisors
Pennsylvania
$544K -$6.3K -50 -1%
GJWM
1194
Gilliland Jeter Wealth Management
Arkansas
$543K +$485K +3,845 New
RIA
1195
Regal Investment Advisors
Michigan
$540K +$27.1K +215 +6%
MFG
1196
Merit Financial Group
Georgia
$540K -$677K -5,370 -58%
LFA
1197
Legacy Financial Advisors
Kentucky
$540K +$59.2K +470 +14%
CCG
1198
Capital CS Group
California
$540K +$481K +3,820 New
VNA
1199
Valley National Advisers
Pennsylvania
$539K +$85.7K +680 +22%
BCM
1200
BlueCrest Capital Management
Jersey
$538K -$483K -3,835 -50%
46 47
48
49 50