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Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
726
HB Wealth Management
Georgia
$344K -$61.7K -1,510 -16%
AAM
727
Auxier Asset Management
Oregon
$344K +$40.8K +1,000 +14%
ILI
728
Invesco LLC (Illinois)
Illinois
$344K -$54.3K -1,330 -14%
TPWA
729
TRUE Private Wealth Advisors
Oregon
$343K +$110K +2,695 +51%
CFG
730
Citizens Financial Group
Rhode Island
$342K – – –
FIM
731
Fernwood Investment Management
Massachusetts
$337K +$13.3K +325 +4%
GA
732
Geller Advisors
New York
$337K +$33.1K +810 +12%
LIM
733
Leavell Investment Management
Alabama
$336K -$174K -4,250 -35%
MAG
734
M3 Advisory Group
Massachusetts
$334K +$317K +7,765 New
CBTWT
735
Community Bank & Trust (Waco, Texas)
Texas
$333K +$317K +7,750 New
MAS
736
Meeder Advisory Services
Ohio
$333K -$57.2K -1,400 -15%
CFA
737
Cahill Financial Advisors
Minnesota
$332K -$40.6K -995 -11%
HI
738
Horizon Investments
North Carolina
$332K +$11K +270 +4%
SIA
739
Schechter Investment Advisors
Michigan
$332K +$408 +10 +0.1%
FI
740
FJ Investments
Utah
$332K +$315K +7,710 New
CAGAS
741
Capital Advisory Group Advisory Services
Minnesota
$331K -$2.04K -50 -0.6%
NIM
742
NEOS Investment Management
Connecticut
$328K +$311K +7,625 New
SQA
743
Simon Quick Advisors
New Jersey
$325K -$8.17K -200 -3%
ATC
744
Argent Trust Co
Tennessee
$324K +$57K +1,395 +23%
KLI
745
Kelman-Lazarov Inc
Tennessee
$323K – – –
CAM
746
Cypress Asset Management
Texas
$323K – – –
KFS
747
Kurt F. Somerville
$323K +$306K +7,500 New
TGAM
748
TBH Global Asset Management
Tennessee
$321K -$866K -21,195 -74%
BCM
749
Brookstone Capital Management
Illinois
$318K -$3.68K -90 -1%
CW
750
CreativeOne Wealth
Kansas
$317K -$439K -10,755 -59%
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30
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