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SFM

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
526
ALPS Advisors
Colorado
$425K +$5.07K +31 +1%
MYIA
527
Mount Yale Investment Advisors
Colorado
$423K -$340K -2,081 -45%
EH
528
Equitable Holdings
New York
$420K +$417K +2,554 New
SLAM
529
Swiss Life Asset Management
$420K +$164K +1,005 +65%
SF
530
Summit Financial
New Jersey
$418K +$415K +2,537 New
AWA
531
Arete Wealth Advisors
Illinois
$417K +$414K +2,533 New
PFA
532
Pure Financial Advisors
California
$413K +$41.2K +252 +11%
IFG
533
Independent Financial Group
California
$407K +$1.96K +12 +0.5%
BMWM
534
Brown Miller Wealth Management
Virginia
$404K +$43.8K +268 +12%
CMBA
535
C.M. Bidwell & Associates
Hawaii
$403K +$393K +2,403 +5,461%
KFS
536
Keynote Financial Services
Connecticut
$402K – – –
LWAM
537
Legacy Wealth Asset Management
Minnesota
$401K +$2.12K +13 +0.5%
CIP
538
Capital Insight Partners
Arizona
$399K +$396K +2,423 New
PTC
539
Private Trust Company
Ohio
$397K +$20.6K +126 +6%
VAG
540
VisionPoint Advisory Group
Texas
$392K +$389K +2,381 New
TH
541
TCTC Holdings
Texas
$389K – – –
OWA
542
One Wealth Advisors
California
$389K +$74.2K +454 +24%
ECM
543
Everence Capital Management
Indiana
$387K – – –
MEG
544
Millstone Evans Group
Colorado
$387K – – –
MYAM
545
Meiji Yasuda Asset Management
Japan
$386K -$8.01K -49 -2%
HI
546
Harbour Investments
Wisconsin
$384K +$359K +2,199 +1,653%
DAS
547
Dynamic Advisor Solutions
Arizona
$383K +$61.6K +377 +19%
AHL
548
Abel Hall LLC
Louisiana
$383K +$105K +641 +38%
MIM
549
Meixler Investment Management
Arizona
$379K -$19.3K -118 -5%
DS
550
DRW Securities
Illinois
$378K +$375K +2,297 New
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