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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
476
Allworth Financial
California
$269K +$291K +6,450 New
SWP
477
Summit Wealth Partners
Florida
$269K +$290K +6,440 New
CIA
478
Capital Investment Advisors
Georgia
$268K -$98.7K -2,190 -25%
CFG
479
CKW Financial Group
Hawaii
$268K – – –
GWM
480
Geneos Wealth Management
Colorado
$266K +$4.51K +100 +2%
LWAC
481
Laurel Wealth Advisors (California)
California
$266K +$16.2K +360 +6%
GIM
482
Grassi Investment Management
California
$266K +$288K +6,380 New
BBA
483
BLB&B Advisors
Pennsylvania
$264K -$6.76K -150 -2%
AIC
484
Ameritas Investment Company
Nebraska
$263K +$113K +2,510 +64%
EWM
485
Empirical Wealth Management
Washington
$260K +$281K +6,230 New
BAM
486
Blueshift Asset Management
New Jersey
$258K -$441K -9,780 -61%
MA
487
Mutual Advisors
Nebraska
$257K +$278K +6,170 New
MIM
488
Moseley Investment Management
Florida
$254K +$36.5K +810 +15%
HR
489
Hayden Royal
North Carolina
$252K +$273K +6,050 New
FTC
490
Farmers Trust Company
Ohio
$250K – – –
CCM
491
CAAS Capital Management
New York
$250K +$270K +6,000 New
IWA
492
Intercontinental Wealth Advisors
Texas
$250K +$270K +6,000 New
MSAM
493
Moloney Securities Asset Management
Missouri
$250K +$270K +6,000 New
PWPS
494
Pinnacle Wealth Planning Services
Ohio
$249K -$189K -4,190 -41%
RJT
495
Raymond James Trust
Florida
$247K -$18.9K -420 -7%
IWP
496
Icon Wealth Partners
Texas
$246K +$266K +5,890 New
VFA
497
Voya Financial Advisors
Connecticut
$245K +$12.6K +280 +5%
HI
498
Harrington Investments
California
$243K – – –
PO
499
Private Ocean
California
$243K – – –
TC
500
TownSquare Capital
Utah
$243K +$48.2K +1,070 +37%
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