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Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
726
Archer Investment Corporation
Indiana
$557K +$462K +7,070 +412%
GT
727
Greenleaf Trust
Michigan
$552K +$34.5K +529 +6%
SAM
728
SignalPoint Asset Management
Missouri
$546K +$562K +8,615 New
GSEP
729
Golden State Equity Partners
California
$546K +$562K +8,603 New
HIP
730
HUB Investment Partners
Texas
$544K +$560K +8,571 New
ACP
731
Aveo Capital Partners
Colorado
$543K -$17K -261 -3%
AMIM
732
Aull & Monroe Investment Management
Alabama
$540K – – –
AT
733
Arvest Trust
Oklahoma
$538K +$123K +1,883 +29%
CG
734
Cutler Group
California
$537K +$87.7K +1,343 +19%
SMA
735
Sage Mountain Advisors
Georgia
$537K +$553K +8,463 New
BC
736
Burney Company
Virginia
$535K -$16.1K -246 -3%
FAT
737
First American Trust
California
$534K +$549K +8,416 New
SF
738
Synovus Financial
Georgia
$533K -$28.9K -442 -5%
FM
739
Foster & Motley
Ohio
$531K -$16.1K -246 -3%
EH
740
Equitable Holdings
New York
$529K +$201K +3,077 +58%
FMAEN1
741
Fund Management at Engine No 1
California
$528K +$163K +2,501 +43%
BCM
742
Brasada Capital Management
Texas
$527K – – –
NRS
743
Neville Rodie & Shaw
New York
$527K +$20.7K +317 +4%
SSA
744
South Street Advisors
New York
$525K +$306K +4,681 +130%
WG
745
Welch Group
Alabama
$519K -$26.3K -403 -5%
AHC
746
Anderson Hoagland & Co
Missouri
$518K +$533K +8,164 New
WA
747
Wealthstar Advisors
Texas
$518K +$533K +8,160 New
SMF
748
Sterling Manor Financial
New York
$517K +$42.4K +650 +9%
FAIM
749
Financial Advocates Investment Management
Washington
$508K +$166K +2,542 +47%
NCM
750
Next Capital Management
New York
$507K +$155K +2,380 +42%
28 29
30
31 32