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Name Holding Trade Value Shares
Change 		Change in
Stake
P
1801
&Partners
Tennessee
$421K -$16.3K -145 -4%
AAP
1802
Arax Advisory Partners
Colorado
$421K +$17.3K +153 +4%
WH
1803
Willner & Heller
California
$421K +$430K +3,812 New
MGIM
1804
M&G Investment Management
United Kingdom
$419K -$87.2M -773,164 -100%
PFGIA
1805
Patriot Financial Group Insurance Agency
Massachusetts
$419K -$29.4K -261 -7%
APA
1806
Astoria Portfolio Advisors
New York
$419K +$404K +3,583 New
JMFC
1807
J.M. Forbes & Co
Massachusetts
$418K – – –
BS
1808
Bessemer Securities
New York
$418K +$41.7K +370 +12%
TC
1809
Trust Company
Kansas
$417K -$1.69K -15 -0.4%
RB
1810
Renasant Bank
Mississippi
$417K +$151K +1,343 +60%
BIP
1811
Blueprint Investment Partners
North Carolina
$415K +$181K +1,607 +83%
NAM
1812
NTV Asset Management
West Virginia
$415K +$113 +1 +0%
GWM
1813
GSB Wealth Management
Connecticut
$415K +$400K +3,550 New
GPFA
1814
Game Plan Financial Advisors
Ohio
$414K +$1.8K +16 +0.5%
ECG
1815
Edge Capital Group
Georgia
$413K -$24.4K -216 -6%
EWA
1816
EverSource Wealth Advisors
Alabama
$413K +$398K +3,532 New
MCP
1817
Mirador Capital Partners
California
$412K -$2.59K -23 -0.6%
JFA
1818
JNBA Financial Advisors
Minnesota
$412K +$24.2K +215 +6%
C
1819
Certuity
Florida
$410K -$193K -1,709 -33%
EB
1820
Eastern Bank
Massachusetts
$410K -$64.2K -569 -14%
C
1821
CEDRUS
Colorado
$410K +$395K +3,501 New
IP
1822
Ignite Planners
California
$408K +$468K +4,155 New
FWM
1823
Fairhaven Wealth Management
Illinois
$406K +$338 +3 +0.1%
WPP
1824
Whalerock Point Partners
Rhode Island
$406K – – –
RWA
1825
River Wealth Advisors
Pennsylvania
$405K -$20.6K -183 -5%
71 72
73
74 75