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NTAP

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
576
Concurrent Investment Advisors
Florida
$281K +$248K +2,677 New
SIG
577
Sky Investment Group
Connecticut
$281K – – –
SP
578
Symmetry Partners
Connecticut
$278K – – –
SOAMC
579
Spirit of America Management Corp
New York
$273K – – –
JWCA
580
J.W. Coons Advisors
Ohio
$269K +$18.5K +200 +8%
SC
581
Savant Capital
Illinois
$266K -$46.5K -502 -17%
AC
582
Avestar Capital
New York
$266K +$235K +2,534 New
EH
583
Equitable Holdings
New York
$266K -$48.2K -520 -17%
TAM
584
Trust Asset Management
Texas
$265K – – –
BRWA
585
B. Riley Wealth Advisors
Florida
$265K +$25.1K +271 +8%
SOW
586
State of Wyoming
Wyoming
$264K +$100K +1,079 +75%
I
587
INVST
Indiana
$262K -$27.3K -295 -11%
GL
588
Graypoint LLC
New York
$262K +$10.6K +114 +5%
EL
589
EWA LLC
Pennsylvania
$261K +$742 +8 +0.3%
S
590
SignatureFD
Georgia
$260K +$55.2K +595 +32%
HWM
591
HB Wealth Management
Georgia
$258K -$7.51K -81 -3%
PBO
592
Peoples Bank (Ohio)
Ohio
$257K – – –
RCA
593
Resonant Capital Advisors
Wisconsin
$254K +$224K +2,418 New
ML
594
McAdam LLC
Pennsylvania
$253K -$5.56K -60 -2%
HCA
595
Harbor Capital Advisors
Illinois
$253K +$223K +2,408 New
MMA
596
Miracle Mile Advisors
California
$250K +$4.17K +45 +2%
BP
597
Ballentine Partners
Massachusetts
$249K +$4.26K +46 +2%
CG
598
Caprock Group
Idaho
$246K +$217K +2,341 New
SFWA
599
Summit Financial Wealth Advisors
Louisiana
$246K -$49.3K -532 -19%
EAM
600
Empirical Asset Management
Massachusetts
$245K +$216K +2,334 New
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