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Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
526
OneDigital Investment Advisors
Kansas
$814K +$123K +1,240 +18%
LOAMS
527
Lombard Odier Asset Management (Switzerland)
Switzerland
$813K +$594K +5,970 New
RJT
528
Raymond James Trust
Florida
$802K +$187K +1,880 +32%
WSTAM
529
Wilbanks Smith & Thomas Asset Management
Virginia
$795K +$174K +1,750 +29%
BF
530
BOK Financial
Oklahoma
$793K +$770K +7,750 New
SP
531
SWS Partners
Ohio
$790K +$81.5K +820 +12%
ACI
532
Alpha Cubed Investments
California
$780K -$202K -2,030 -21%
VWM
533
Vigilare Wealth Management
Arizona
$774K -$92.5K -930 -11%
PAI
534
Pittenger & Anderson Inc
Nebraska
$773K +$661K +6,650 +731%
BFEC
535
Benjamin F. Edwards & Company
Missouri
$764K -$77.5K -780 -9%
GWMIA
536
Global Wealth Management Investment Advisory
Florida
$764K +$743K +7,470 New
BFA
537
Benedict Financial Advisors
Georgia
$762K – – –
DWM
538
Dakota Wealth Management
Florida
$761K +$341K +3,430 +86%
CIAS
539
Capital Investment Advisory Services
North Carolina
$756K -$9.94K -100 -1%
ODIJL
540
One Day In July LLC
Vermont
$747K -$13.9K -140 -2%
IWP
541
Icon Wealth Partners
Texas
$747K +$101K +1,020 +16%
MA
542
Mutual Advisors
Nebraska
$739K +$90.5K +910 +14%
V
543
Veritable
Delaware
$732K -$128K -1,290 -15%
JGC
544
J. Goldman & Co
New York
$727K +$707K +7,110 New
FTC
545
Farmers Trust Company
Ohio
$723K +$6.96K +70 +1%
CA
546
Clearstead Advisors
Ohio
$723K +$597K +6,010 +567%
IFWM
547
Institute for Wealth Management
Colorado
$721K -$63.6K -640 -8%
ALAM
548
Asahi Life Asset Management
Japan
$714K +$179K +1,800 +35%
HH
549
Hilltop Holdings
Texas
$713K – – –
IAP
550
Indie Asset Partners
Indiana
$712K +$15.9K +160 +2%
20 21
22
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