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Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
1001
Leonteq Securities AG
Switzerland
$386K -$116K -694 -24%
CCMG
1002
Clark Capital Management Group
Pennsylvania
$384K -$67.6K -403 -16%
LFA
1003
Legacy Financial Advisors
Kentucky
$382K +$12.2K +73 +3%
MGIA
1004
Moneta Group Investment Advisors
Missouri
$382K +$19.8K +118 +6%
SAM
1005
Secure Asset Management
Michigan
$381K +$363K +2,162 New
SWM
1006
Spire Wealth Management
Virginia
$378K -$549K -3,273 -60%
RIM
1007
Redwood Investment Management
Arizona
$378K +$1.34K +8 +0.4%
OWA
1008
ORBA Wealth Advisors
Illinois
$376K +$25K +149 +8%
CG
1009
Cynosure Group
Utah
$376K +$37.9K +226 +12%
ACA
1010
Aspire Capital Advisors
Washington
$376K +$839 +5 +0.2%
AC
1011
Allstate Corporation
Illinois
$375K – – –
ONB
1012
Old National Bancorp
Indiana
$374K -$119K -712 -25%
VIP
1013
Vista Investment Partners
Oklahoma
$372K +$1.01K +6 +0.3%
TCA
1014
Transcend Capital Advisors
New Jersey
$372K +$80.3K +479 +29%
SCI
1015
Silver Coast Investments
United States
$369K +$352K +2,097 New
IFWM
1016
Institute for Wealth Management
Colorado
$366K -$41.3K -246 -11%
HBT
1017
Heartland Bank & Trust
Illinois
$366K +$3.02K +18 +0.9%
C
1018
Certuity
Florida
$366K +$348K +2,077 New
IP
1019
Ignite Planners
California
$364K -$2.68K -16 -0.8%
IF
1020
Intrua Financial
Texas
$362K +$344K +2,054 New
MFIM
1021
Mesirow Financial Investment Management
Illinois
$359K -$117K -700 -26%
AO
1022
Advisor OS
Illinois
$359K +$12.4K +74 +4%
SFM
1023
Signet Financial Management
New Jersey
$356K +$338K +2,018 New
MA
1024
MBA Advisors
Pennsylvania
$354K -$5.87K -35 -2%
WG
1025
Wealth Group
North Carolina
$353K +$1.17K +7 +0.4%
39 40
41
42 43