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Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
476
Summit Wealth Partners
Florida
$269K +$290K +6,440 New
CIA
477
Capital Investment Advisors
Georgia
$268K -$98.7K -2,190 -25%
CFG
478
CKW Financial Group
Hawaii
$268K – – –
GWM
479
Geneos Wealth Management
Colorado
$266K +$4.51K +100 +2%
LWAC
480
Laurel Wealth Advisors (California)
California
$266K +$16.2K +360 +6%
GIM
481
Grassi Investment Management
California
$266K +$288K +6,380 New
BBA
482
BLB&B Advisors
Pennsylvania
$264K -$6.76K -150 -2%
AIC
483
Ameritas Investment Company
Nebraska
$263K +$113K +2,510 +64%
EWM
484
Empirical Wealth Management
Washington
$260K +$281K +6,230 New
BAM
485
Blueshift Asset Management
New Jersey
$258K -$441K -9,780 -61%
MA
486
Mutual Advisors
Nebraska
$257K +$278K +6,170 New
MIM
487
Moseley Investment Management
Florida
$254K +$36.5K +810 +15%
HR
488
Hayden Royal
North Carolina
$252K +$273K +6,050 New
FTC
489
Farmers Trust Company
Ohio
$250K – – –
CCM
490
CAAS Capital Management
New York
$250K +$270K +6,000 New
IWA
491
Intercontinental Wealth Advisors
Texas
$250K +$270K +6,000 New
MSAM
492
Moloney Securities Asset Management
Missouri
$250K +$270K +6,000 New
PWPS
493
Pinnacle Wealth Planning Services
Ohio
$249K -$189K -4,190 -41%
RJT
494
Raymond James Trust
Florida
$247K -$18.9K -420 -7%
IWP
495
Icon Wealth Partners
Texas
$246K +$266K +5,890 New
VFA
496
Voya Financial Advisors
Connecticut
$245K +$12.6K +280 +5%
HI
497
Harrington Investments
California
$243K – – –
PO
498
Private Ocean
California
$243K – – –
TC
499
TownSquare Capital
Utah
$243K +$48.2K +1,070 +37%
EP
500
Eudaimonia Partners
Tennessee
$241K +$48.7K +1,080 +23%
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