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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
601
EverSource Wealth Advisors
Alabama
$259K +$1.82K +25 +0.7%
IAA
602
Independent Advisor Alliance
North Carolina
$256K – – –
AWA
603
Arkadios Wealth Advisors
Georgia
$251K +$35.9K +493 +17%
RCAG
604
Rehmann Capital Advisory Group
Michigan
$248K +$1.46K +20 +0.6%
NG
605
Northstar Group
New York
$243K – – –
SCM
606
Stevens Capital Management
Pennsylvania
$243K -$109K -1,497 -31%
WANY
607
Wealthspire Advisors (New York)
New York
$242K +$291 +4 +0.1%
SAM
608
Smartleaf Asset Management
Massachusetts
$238K +$201K +2,767 +638%
FTWA
609
Fifth Third Wealth Advisors
Ohio
$237K -$11.1K -153 -4%
BC
610
Burney Company
Virginia
$236K -$142K -1,956 -38%
OQS
611
Occudo Quantitative Strategies
Florida
$233K -$794K -10,906 -77%
LS
612
Livforsakringsbolaget Skandia
Sweden
$230K +$168K +2,304 +268%
BIM
613
Baldwin Investment Management
Pennsylvania
$228K -$38.2K -525 -14%
SHFP
614
Second Half Financial Partners
Florida
$227K +$228K +3,132 New
PS
615
Principal Securities
Iowa
$227K -$24K -329 -10%
SCA
616
STALEY CAPITAL ADVISERS
Pennsylvania
$223K – – –
NL
617
NWAM LLC
Washington
$222K +$223K +3,061 New
FFA
618
Florida Financial Advisors
Florida
$222K +$222K +3,052 New
RIG
619
Renaissance Investment Group
Massachusetts
$221K -$17.8K -244 -7%
ATC
620
Argent Trust Co
Tennessee
$221K -$44.3K -608 -17%
HNB
621
Huntington National Bank
Ohio
$221K +$23.5K +323 +12%
PIM
622
Penobscot Investment Management
Massachusetts
$220K – – –
RWM
623
Ritholtz Wealth Management
New York
$219K -$2.62K -36 -1%
SC
624
Savant Capital
Illinois
$218K -$546K -7,495 -71%
WPC
625
Waters Parkerson & Co
Louisiana
$217K +$218K +2,995 New
23 24
25
26 27