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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
701
Spire Wealth Management
Virginia
$758K +$28K +384 +4%
VCS
702
Vaughan & Co Securities
New Jersey
$757K -$66K -904 -9%
MWM
703
Mission Wealth Management
California
$756K -$38.3K -525 -5%
GPA
704
Garrison Point Advisors
California
$754K +$16.4K +225 +2%
QCIG
705
Quad-Cities Investment Group
Iowa
$752K +$2.19K +30 +0.3%
IMCOOI
706
Investment Management Corp of Ontario (IMCO)
Canada
$750K -$307K -4,200 -31%
RBC
707
Roble Belko & Company
Pennsylvania
$749K +$682K +9,338 New
MW
708
Marcum Wealth
Ohio
$746K +$19.3K +265 +3%
GT
709
Greenleaf Trust
Michigan
$737K -$11.9K -163 -2%
MA
710
Mutual Advisors
Nebraska
$736K -$31.3K -429 -4%
CG
711
Caprock Group
Idaho
$733K +$668K +9,147 New
MAS
712
Meeder Advisory Services
Ohio
$730K +$46.3K +634 +7%
PS
713
Presima Securities
Quebec, Canada
$730K – – –
CSC
714
Caldwell Sutter Capital
California
$729K -$10.7K -146 -2%
FBT
715
First Bankers Trust
Kentucky
$729K – – –
MSCM
716
McElhenny Sheffield Capital Management
Texas
$728K -$29.3K -402 -4%
FWCM
717
Ferguson Wellman Capital Management
Oregon
$728K -$78K -1,068 -11%
WG
718
Welch Group
Alabama
$727K +$67.5K +925 +11%
JF
719
Jump Financial
Illinois
$726K +$661K +9,058 New
PA
720
Parallel Advisors
California
$725K +$31.4K +430 +5%
MFS
721
Mirabella Financial Services
United Kingdom
$723K +$659K +9,021 New
FHB
722
First Hawaiian Bank
Hawaii
$722K -$163K -2,239 -20%
FFA
723
Founders Financial Alliance
North Carolina
$720K – – –
BA
724
Bristlecone Advisors
Washington
$713K – – –
PMA
725
Prudent Man Advisors
Illinois
$707K -$12.1K -166 -2%
27 28
29
30 31