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Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
851
Next Capital Management
New York
$600K – – –
GEA
852
Glen Eagle Advisors
New Jersey
$597K +$539K +771 +918%
CIC
853
Carnegie Investment Counsel
Ohio
$595K +$42K +60 +8%
VR
854
Valued Retirements
Texas
$594K – – –
SCG
855
Sonata Capital Group
Washington
$593K +$594K +850 New
LI
856
LVZ Inc
Michigan
$592K +$69.9K +100 +13%
AS
857
Altshuler Shaham
Israel
$591K -$89.5K -128 -13%
AA
858
Auxano Advisors
Washington
$585K – – –
ACA
859
Aptus Capital Advisors
Alabama
$584K -$240K -343 -29%
NWAG
860
Net Worth Advisory Group
Utah
$584K -$122K -174 -17%
MWM
861
Meridian Wealth Management
Kentucky
$583K +$358K +512 +159%
HW
862
Hamilton Wealth
California
$581K +$7.69K +11 +1%
AFM
863
Abbot Financial Management
Massachusetts
$581K +$582K +832 New
SAM
864
Simplify Asset Management
Nevada
$574K +$575K +823 New
FIA
865
Foundations Investment Advisors
Arizona
$569K +$90.2K +129 +19%
OL
866
Optas LLC
Texas
$569K +$18.2K +26 +3%
C
867
Covestor
United Kingdom
$568K +$401K +573 +239%
RI
868
Ridgewood Investments
New Jersey
$564K – – –
FCH
869
Freestone Capital Holdings
Washington
$562K +$315K +450 +127%
CB
870
CNB Bank
Pennsylvania
$560K +$55.9K +80 +11%
LAM
871
Lingohr Asset Management
Germany
$558K – – –
CA
872
CoreCap Advisors
Michigan
$549K -$155K -221 -22%
SF
873
Synovus Financial
Georgia
$548K +$46.8K +67 +9%
SI
874
Stonekeep Investments
New Mexico
$543K +$3.5K +5 +0.6%
AIM
875
Avity Investment Management
Connecticut
$543K -$3.5K -5 -0.6%
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