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Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
551
Armor Investment Advisors
North Carolina
$225K – – –
RCS
552
Retirement Capital Strategies
California
$225K – – –
PP
553
Prudential plc
United Kingdom
$221K – – –
IAA
554
Independent Advisor Alliance
North Carolina
$219K -$1.92K -20 -0.8%
LFAS
555
Level Four Advisory Services
Texas
$218K +$233K +2,429 New
AI
556
Atria Investments
North Carolina
$217K -$6.71K -70 -3%
CPH
557
C Partners Holding
Switzerland
$213K +$18.6K +194 +9%
CCM
558
Condor Capital Management
New Jersey
$212K -$41.7K -435 -16%
PVWM
559
Point View Wealth Management
New Jersey
$212K – – –
WEC
560
Winslow Evans & Crocker
Massachusetts
$206K -$323K -3,376 -60%
DCM
561
Donaldson Capital Management
Indiana
$203K -$4.6K -48 -2%
TCOV
562
Trust Company of Vermont
Vermont
$203K +$14.9K +156 +7%
CFG
563
Citizens Financial Group
Rhode Island
$186K -$36K -376 -15%
VFA
564
Valeo Financial Advisors
Indiana
$182K -$33.5K -350 -15%
MGIA
565
Moneta Group Investment Advisors
Missouri
$180K +$192K +2,003 New
C
566
Cerebellum
California
$179K +$14.9K +156 +9%
IFAM
567
Institutional & Family Asset Management
Colorado
$175K -$1.82K -19 -1%
IA
568
IFP Advisors
Florida
$169K -$174K -1,814 -49%
EA
569
Edge Advisors
Georgia
$166K – – –
DSI
570
Daiwa SB Investments
Japan
$161K +$48.8K +510 +40%
RCAG
571
Rehmann Capital Advisory Group
Michigan
$158K -$20.4K -213 -11%
AC
572
Avestar Capital
New York
$155K +$37K +386 +25%
HNB
573
Huntington National Bank
Ohio
$154K -$766 -8 -0.5%
YWP
574
YorkBridge Wealth Partners
New York
$154K – – –
BCWM
575
Bartlett & Co Wealth Management
Ohio
$153K -$28.7K -300 -15%
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