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Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
976
Realta Investment Advisors
Delaware
$774K -$11.4K -175 -1%
HFRG
977
Houlihan Financial Resource Group
Virginia
$773K -$26.3M -403,842 -97%
PVI
978
Pine Valley Investments
New Jersey
$771K -$1.85M -28,364 -68%
GAG
979
Goodman Advisory Group
Massachusetts
$769K -$1.19M -18,214 -58%
HI
980
Hoey Investments
Pennsylvania
$769K -$254K -3,898 -23%
AAM
981
Alphadyne Asset Management
New York
$769K +$856K +13,146 New
TNBTD
982
Trustmark National Bank Trust Department
Mississippi
$768K -$100K -1,540 -10%
AP
983
Americana Partners
Texas
$766K -$1.09M -16,795 -52%
NHC
984
Nicholas Hoffman & Company
Georgia
$765K -$17.3K -266 -2%
BIAS
985
Beacon Investment Advisory Services
New Jersey
$765K -$5.15M -79,154 -86%
JHCP
986
Jackson Hole Capital Partners
Oklahoma
$764K +$86.9K +1,335 +11%
SNBOSCI
987
Security National Bank of Sioux City Iowa
Iowa
$763K -$16.6K -255 -2%
IPW
988
Inlet Private Wealth
Florida
$762K – – –
SI
989
Shaker Investments
Ohio
$761K -$852K -13,085 -50%
MTIC
990
Missouri Trust & Investment Company
Missouri
$761K +$161K +2,480 +24%
BTW
991
Boston Trust Walden
Massachusetts
$749K -$13.2M -202,793 -94%
RCAG
992
Rehmann Capital Advisory Group
Michigan
$748K +$70.7K +1,085 +9%
WCM
993
Wunderlich Capital Managemnt
Tennessee
$747K -$19.5K -300 -2%
AWM
994
Avitas Wealth Management
California
$746K -$249K -3,830 -23%
YDMI
995
Y.D. More Investments
Israel
$743K -$307K -4,713 -28%
LNC
996
Lincoln National Corp
Pennsylvania
$742K +$18.1K +278 +2%
TSW
997
Three Seasons Wealth
Utah
$741K +$826K +12,680 New
KCFA
998
Key Client Fiduciary Advisors
New Jersey
$740K +$113K +1,733 +16%
RAM
999
Ramirez Asset Management
New York
$739K +$823K +12,641 New
MWM
1000
Meridian Wealth Management
Kentucky
$736K -$128K -1,971 -14%
38 39
40
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