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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
601
MONECO Advisors
Connecticut
$532K +$83.3K +549 +21%
JIC
602
Johnson Investment Counsel
Ohio
$531K -$11.5K -76 -2%
SAM
603
Sompo Asset Management
Japan
$525K +$213K +1,400 +82%
SAM
604
Seelaus Asset Management
New Jersey
$521K -$16.2K -107 -3%
WTB
605
Washington Trust Bank
Washington
$521K -$24.7K -163 -5%
CFG
606
Citizens Financial Group
Rhode Island
$515K +$101K +668 +28%
NSIM
607
North Star Investment Management
Illinois
$512K +$304 +2 +0.1%
SWM
608
SeaCrest Wealth Management
New York
$510K -$15K -99 -3%
CG
609
Clifford Group
Massachusetts
$503K +$6.22K +41 +1%
PFA
610
Peak Financial Advisors
Colorado
$500K +$450K +2,965 New
HPBT
611
Hickory Point Bank & Trust
Illinois
$496K +$11.4K +75 +3%
SWP
612
Sagespring Wealth Partners
Tennessee
$494K +$48.6K +320 +12%
KIM
613
Kestra Investment Management
Texas
$490K -$1.07M -7,062 -71%
GIA
614
Gateway Investment Advisers
Ohio
$482K -$11.7K -77 -3%
PFS
615
Prospera Financial Services
Texas
$481K +$10.3K +68 +2%
FBFS
616
First Business Financial Services
Wisconsin
$472K – – –
AIP
617
Ameritas Investment Partners
Nebraska
$472K -$17.6K -116 -4%
EWM
618
Evercore Wealth Management
New York
$468K – – –
PWM
619
Power Wealth Management
Georgia
$464K +$417K +2,750 New
WA
620
Wealth Alliance
New York
$463K +$417K +2,744 New
FAFN
621
First Affirmative Financial Network
Colorado
$462K -$40.4K -266 -9%
AWA
622
Aaron Wealth Advisors
Illinois
$457K -$31.1K -205 -7%
FB
623
Fulton Bank
Pennsylvania
$454K +$183K +1,207 +81%
PWP
624
Principle Wealth Partners
Connecticut
$454K – – –
MWM
625
Mission Wealth Management
California
$454K +$47.2K +311 +13%
23 24
25
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