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Name Holding Trade Value Shares
Change 		Change in
Stake
EF
551
Empowered Funds
Pennsylvania
$765K +$142K +3,245 +25%
AP
552
Advisor Partners
California
$751K +$47.3K +1,080 +7%
CA
553
Clearstead Advisors
Ohio
$747K -$3.5K -80 -0.5%
HW
554
Hancock Whitney
Mississippi
$741K -$7.44K -170 -1%
KRSITF
555
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$734K +$34.8K +795 +5%
PFS
556
Prospera Financial Services
Texas
$730K -$36.8K -840 -5%
WA
557
WealthTrust Axiom
Pennsylvania
$722K -$4.16K -95 -0.6%
WFC
558
Western Financial Corp
California
$721K +$661K +15,105 New
CG
559
Colony Group
Massachusetts
$717K +$77.9K +1,780 +13%
RIG
560
Roosevelt Investment Group
New York
$716K -$2.19M -50,000 -77%
QI
561
Qtron Investments
Massachusetts
$713K – – –
GWSG
562
GPS Wealth Strategies Group
Colorado
$711K -$438 -10 -0.1%
BWM
563
BerganKDV Wealth Management
Minnesota
$709K -$356K -8,135 -35%
OWA
564
Outlook Wealth Advisors
Texas
$703K +$15.8K +360 +3%
FDCDDQ
565
Federation des caisses Desjardins du Quebec
Quebec, Canada
$703K -$177K -4,035 -21%
CG
566
Caprock Group
Idaho
$695K +$72.6K +1,660 +13%
CAL
567
Capital Advisors Ltd
Ohio
$675K +$130K +2,980 +27%
RIM
568
Redpoint Investment Management
Australia
$667K -$18.6K -425 -3%
LBC
569
Lowe Brockenbrough & Co
Virginia
$666K – – –
MWA
570
Motive Wealth Advisors
Michigan
$664K -$477K -10,895 -44%
LFAS
571
Level Four Advisory Services
Texas
$659K +$604K +13,805 New
FPS
572
Fieldpoint Private Securities
Connecticut
$652K – – –
IF
573
Insight Folios
North Carolina
$643K +$39.8K +910 +7%
LOAMS
574
Lombard Odier Asset Management (Switzerland)
Switzerland
$643K +$589K +13,470 New
WOC
575
West Oak Capital
California
$641K +$40.5K +925 +7%
21 22
23
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