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Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
526
Grandview Asset Management
Pennsylvania
$565K -$77.4K -1,760 -13%
HSA
527
HBK Sorce Advisory
Pennsylvania
$564K -$531K -12,060 -51%
OP
528
ORG Partners
Indiana
$563K +$520K +11,816 New
WCM
529
Washburn Capital Management
Florida
$561K +$66.2K +1,505 +15%
GA
530
Gateway Advisory
New Jersey
$561K +$515K +11,712 New
SFA
531
Sequoia Financial Advisors
Ohio
$557K +$139K +3,159 +37%
OL
532
Owen LaRue
Kentucky
$557K – – –
AIM
533
Artemis Investment Management
United Kingdom
$553K -$541K -12,297 -52%
LOAMS
534
Lombard Odier Asset Management (Switzerland)
Switzerland
$543K +$7.04K +160 +3%
OFG
535
Oxford Financial Group
Indiana
$532K -$176K -4,000 -26%
TI
536
Tidal Investments
Wisconsin
$529K -$175K -3,986 -27%
ICP
537
Interchange Capital Partners
Pennsylvania
$529K +$485K +11,028 New
CCA
538
Cravens & Co Advisors
Tennessee
$527K +$6.38K +145 +1%
GIBU
539
Gulf International Bank (UK)
United Kingdom
$525K – – –
MTWM
540
Masso Torrence Wealth Management
New Jersey
$519K -$29.5K -670 -6%
MWM
541
Mission Wealth Management
California
$518K -$88K -2,000 -16%
ACA
542
Aptus Capital Advisors
Alabama
$508K +$68.4K +1,554 +17%
ZIG
543
Zullo Investment Group
Pennsylvania
$508K +$64.6K +1,468 +16%
SCM
544
SevenOneSeven Capital Management
Pennsylvania
$503K +$3.56K +81 +1%
ONB
545
Old National Bancorp
Indiana
$501K +$128K +2,917 +39%
PWM
546
Perigon Wealth Management
California
$498K +$76.7K +1,744 +20%
IGWM
547
ICA Group Wealth Management
Colorado
$497K +$11K +250 +2%
PPP
548
Private Portfolio Partners
New Jersey
$489K +$3.34K +76 +0.8%
GIA
549
Gladstone Institutional Advisory
Florida
$488K +$448K +10,171 New
AF
550
Allworth Financial
California
$487K +$26.9K +611 +6%
20 21
22
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