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Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
726
Ahrens Investment Partners
Louisiana
$205K – – –
HTC
727
Haverford Trust Company
Pennsylvania
$203K -$2.7K -40 -1%
WWM
728
Western Wealth Management
Colorado
$202K -$20.7K -307 -9%
FNBTCON
729
First National Bank & Trust Co of Newtown
Pennsylvania
$200K – – –
LC
730
Lindbrook Capital
California
$193K +$43.1K +640 +29%
MIFH
731
Migdal Insurance & Financial Holdings
Israel
$193K +$49.8K +739 +36%
SIS
732
Sound Income Strategies
Florida
$190K -$2.02K -30 -1%
TC
733
Trust Company
Kansas
$190K – – –
HAG
734
HighPoint Advisor Group
Illinois
$189K +$185K +2,739 New
PCM
735
Penserra Capital Management
California
$181K -$65.4K -971 -27%
IA
736
IFG Advisory
Georgia
$179K +$771K +11,439 New
WPA
737
West Paces Advisors
Georgia
$177K – – –
TCM
738
Tradewinds Capital Management
Washington
$176K – – –
RWA
739
Ropes Wealth Advisors
Massachusetts
$174K – – –
BCI
740
Brinker Capital Investments
Pennsylvania
$173K +$114K +1,691 +205%
SMFS
741
Squar Milner Financial Services
California
$172K -$1.35K -20 -0.8%
AIM
742
Anchor Investment Management
South Carolina
$170K – – –
MF
743
MHI Funds
New York
$169K -$1.71M -25,362 -91%
FWM
744
Focused Wealth Management
New York
$156K – – –
H
745
Hexavest
Quebec, Canada
$151K +$148K +2,201 New
BEI
746
Benjamin Edwards Inc
Missouri
$150K +$13.6K +202 +10%
SIM
747
Sonora Investment Management
Arizona
$149K +$139K +2,064 +1,985%
ACA
748
Atlas Capital Advisors
Wyoming
$146K – – –
RCAG
749
Rehmann Capital Advisory Group
Michigan
$144K -$607 -9 -0.4%
HCM
750
Highlander Capital Management
New Jersey
$142K – – –
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30
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