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Name Holding Trade Value Shares
Change 		Change in
Stake
AT
576
Arden Trust
Delaware
$635K -$15.1K -345 -3%
WCM
577
Windward Capital Management
California
$635K -$3.5K -80 -0.6%
AIC
578
Archer Investment Corporation
Indiana
$634K – – –
SPC
579
Sigma Planning Corp
Michigan
$630K +$9.85K +225 +2%
DC
580
Davenport & Co
Virginia
$624K +$7.44K +170 +1%
CWS
581
Confluence Wealth Services
Pennsylvania
$624K +$573K +13,095 New
IWM
582
IHT Wealth Management
Illinois
$622K – – –
GSWM
583
Golden State Wealth Management
California
$622K +$19K +435 +3%
CI
584
Cigna Investments
Connecticut
$617K -$206K -4,700 -27%
LC
585
LCNB Corp
Ohio
$611K – – –
BF
586
BOK Financial
Oklahoma
$611K +$1.31K +30 +0.2%
PA
587
Profund Advisors
Maryland
$610K +$33.7K +770 +6%
MFG
588
Menard Financial Group
Texas
$599K +$7K +160 +1%
PWS
589
Precision Wealth Strategies
Missouri
$597K +$95K +2,170 +21%
FA
590
FDx Advisors
Illinois
$591K -$45.1K -1,030 -8%
HI
591
Horizon Investments
North Carolina
$575K -$377K -8,625 -42%
KFGK
592
Keystone Financial Group (Kentucky)
Kentucky
$574K +$3.5K +80 +0.7%
MOS
593
MGO One Seven
Ohio
$574K +$33.3K +760 +7%
LRIC
594
Long Road Investment Counsel
Michigan
$573K – – –
GT
595
Greenleaf Trust
Michigan
$572K +$165K +3,765 +46%
SSWG
596
Seven Springs Wealth Group
Tennessee
$568K -$62.8K -1,435 -11%
PCM
597
Prelude Capital Management
New York
$566K -$199K -4,545 -28%
XSC
598
X-Square Capital
Puerto Rico
$565K -$41.6K -950 -7%
BG
599
Bollard Group
Massachusetts
$565K +$1.09K +25 +0.2%
SFG
600
Synergy Financial Group
California
$558K +$512K +11,695 New
22 23
24
25 26