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Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
1076
Lake Street Advisors Group
New Hampshire
$848K +$815K +12,581 New
FFWA
1077
FRG Family Wealth Advisors
Washington
$847K +$19.4K +300 +2%
MNBTD
1078
Moody National Bank Trust Division
Texas
$846K – – –
CA
1079
Cetera Advisors
Colorado
$846K +$22.3K +344 +3%
AIM
1080
Achmea Investment Management
Netherlands
$845K -$466K -7,199 -36%
Nuveen Fund Advisors
1081
Nuveen Fund Advisors
Illinois
$842K -$1M -15,485 -55%
WAM
1082
Weatherly Asset Management
California
$842K +$130K +2,008 +19%
TWI
1083
Thomas White International
Illinois
$834K -$19.4K -300 -2%
RIL
1084
Rothschild Investment LLC
Illinois
$833K -$250K -3,854 -24%
CIA
1085
Choate Investment Advisors
Massachusetts
$832K -$135K -2,091 -14%
SBA
1086
Seven Bridges Advisors
New York
$831K – – –
NME
1087
Notis-McConarty Edward
$828K -$600K -9,255 -43%
PFSC
1088
Peoples Financial Services Corp
Pennsylvania
$826K -$22.7K -350 -3%
RIG
1089
Roosevelt Investment Group
New York
$818K -$4.3M -66,344 -85%
SWP
1090
Stratos Wealth Partners
Ohio
$817K -$119K -1,844 -13%
SGCA
1091
Steel Grove Capital Advisors
Tennessee
$815K +$460K +7,096 +145%
SS
1092
Simplicity Solutions
Minnesota
$810K +$35.7K +551 +5%
SBL
1093
Sargent Bickham Lagudis
Colorado
$809K -$16.3K -252 -2%
ANRIA
1094
American National Registered Investment Advisor
Texas
$809K – – –
HK
1095
Horizon Kinetics
New York
$808K -$170K -2,625 -18%
CONA
1096
Capital One National Association
New York
$804K -$208K -3,215 -21%
MMPW
1097
Mitchell McLeod Pugh & Williams
Alabama
$794K -$211K -3,258 -22%
VFA
1098
Voya Financial Advisors
Connecticut
$790K -$19.6K -303 -3%
MIC
1099
Meridian Investment Counsel
California
$790K – – –
CM
1100
Columbus Macro
Pennsylvania
$788K +$754K +11,641 New