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Name Holding Trade Value Shares
Change 		Change in
Stake
PM
576
Penbrook Management
New York
$941K – – –
KWM
577
Kingsview Wealth Management
Oregon
$934K +$119K +1,820 +14%
ARG
578
Advisory Resource Group
Oklahoma
$934K +$431K +6,601 +81%
CWM
579
C2C Wealth Management
Arizona
$933K +$26.1K +400 +3%
RDWM
580
Red Door Wealth Management
Tennessee
$932K +$959K +14,695 New
SIC
581
Salem Investment Counselors
North Carolina
$928K +$753K +11,534 +373%
BSW
582
Buckingham Strategic Wealth
Missouri
$927K +$601K +9,204 +170%
MIM
583
Meixler Investment Management
Arizona
$923K -$47.9K -734 -5%
FFN
584
Focus Financial Network
Minnesota
$920K +$330K +5,048 +53%
SFI
585
Susquehanna Fundamental Investments
Pennsylvania
$920K +$946K +14,497 New
LNWWM
586
Laird Norton Wetherby Wealth Management
California
$917K +$64.2K +983 +7%
IC
587
IEQ Capital
California
$902K +$193K +2,961 +26%
FFM
588
Forum Financial Management
Illinois
$899K +$138K +2,115 +18%
MWM
589
Meridian Wealth Management
Kentucky
$897K +$581K +8,894 +169%
RCA
590
Ranch Capital Advisors
Florida
$895K +$36.6K +560 +4%
HFS
591
Howard Financial Services
Texas
$894K +$52.6K +806 +6%
IAA
592
Independent Advisor Alliance
North Carolina
$894K +$298K +4,558 +48%
BWM
593
Buckley Wealth Management
Nevada
$894K +$14.4K +220 +2%
IA
594
IFP Advisors
Florida
$889K +$24.6K +377 +3%
SACTSONJ
595
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$888K – – –
JIC
596
Johnson Investment Counsel
Ohio
$888K +$355K +5,442 +64%
MCM
597
Magnolia Capital Management
New York
$885K +$911K +13,955 New
LW
598
Linscomb Wealth
Texas
$880K +$906K +13,875 New
GT
599
Glenview Trust
Kentucky
$876K +$27.6K +422 +3%
TMAM
600
Tokio Marine Asset Management
Japan
$863K +$236K +3,615 +36%
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