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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1201
BTC Capital Management
Iowa
$643K +$639K +4,220 New
9WM
1202
9258 Wealth Management
Ohio
$643K -$4.54K -30 -0.7%
OWA
1203
Outlook Wealth Advisors
Texas
$642K +$64.4K +425 +11%
ZB
1204
Zions Bancorporation
Utah
$640K +$12.1K +80 +2%
ZF
1205
Zega Financial
Florida
$640K +$636K +4,195 New
ZIG
1206
Zullo Investment Group
Pennsylvania
$639K -$3.79K -25 -0.6%
EAM
1207
Evanson Asset Management
California
$639K +$96.2K +635 +18%
CP
1208
Castleview Partners
Texas
$635K -$271K -1,790 -30%
ALAM
1209
Asahi Life Asset Management
Japan
$629K -$45.5K -300 -7%
RIA
1210
Realta Investment Advisors
Delaware
$629K +$359K +2,370 +135%
MHC
1211
Meyer Handelman Company
New York
$629K +$625K +4,125 New
MI
1212
Motiv8 Investments
Florida
$627K +$108K +710 +21%
CF
1213
Centaurus Financial
California
$624K -$105K -695 -15%
P
1214
&Partners
Tennessee
$622K +$618K +4,080 New
OL
1215
Optas LLC
Texas
$621K +$10.6K +70 +2%
C
1216
Certuity
Florida
$620K -$55.3K -365 -8%
SC
1217
Syon Capital
California
$619K +$1.51K +10 +0.2%
EAM
1218
EdenTree Asset Management
United Kingdom
$617K -$598K -3,950 -49%
BG
1219
Bahl & Gaynor
Ohio
$614K +$255K +1,685 +72%
NWA
1220
New World Advisors
Massachusetts
$611K -$263K -1,735 -30%
SDIC
1221
South Dakota Investment Council
South Dakota
$610K -$152K -1,000 -20%
KCM
1222
KRS Capital Management
Michigan
$610K -$7.58K -50 -1%
FCBT
1223
First Citizens Bank & Trust
North Carolina
$610K -$233K -1,535 -28%
RIA
1224
Regal Investment Advisors
Michigan
$609K +$26.5K +175 +5%
CAG
1225
Csenge Advisory Group
Florida
$605K +$14.4K +95 +2%
47 48
49
50 51