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Name Holding Trade Value Shares
Change 		Change in
Stake
SAI
876
Savvy Advisors Inc
New York
$271K +$2.24K +38 +0.8%
MWP
877
Madison Wealth Partners
Wisconsin
$270K +$59 +1 +0%
OAS
878
Optivise Advisory Services
Tennessee
$269K -$60.4K -1,026 -18%
MSAM
879
Moloney Securities Asset Management
Missouri
$268K -$461K -7,820 -62%
WIA
880
World Investment Advisors
California
$268K +$277K +4,708 New
DAS
881
Dynamic Advisor Solutions
Arizona
$267K -$8.19K -139 -3%
SC
882
Syon Capital
California
$266K +$46.2K +784 +20%
CCM
883
Copeland Capital Management
Pennsylvania
$264K -$924K -15,682 -77%
CIA
884
Compass Ion Advisors
Pennsylvania
$264K +$530 +9 +0.2%
IWA
885
Icon Wealth Advisors
Texas
$263K +$127K +2,148 +87%
CWM
886
Cornerstone Wealth Management
Missouri
$262K -$942 -16 -0.3%
TIA
887
Tiemann Investment Advisors
California
$260K -$8.84K -150 -3%
IWN
888
Independent Wealth Network
Iowa
$259K +$177 +3 +0.1%
OIA
889
OneDigital Investment Advisors
Kansas
$259K -$7.83K -133 -3%
GEA
890
Glen Eagle Advisors
New Jersey
$258K – – –
YIA
891
YHB Investment Advisors
Connecticut
$257K – – –
PA
892
PharVision Advisers
Florida
$257K +$266K +4,521 New
DTL
893
Dynamic Technology Lab
Singapore
$257K -$1.21M -20,616 -82%
NB
894
NBT Bank
New York
$257K +$28.6K +485 +12%
VAS
895
Vestmark Advisory Solutions
Massachusetts
$257K +$12.8K +218 +5%
FCBT
896
First Citizens Bank & Trust
North Carolina
$256K – – –
JFGIW
897
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$255K +$28.3K +480 +12%
SIC
898
Salem Investment Counselors
North Carolina
$253K +$66.1K +1,123 +34%
SEP
899
Southland Equity Partners
Missouri
$253K +$9.31K +158 +4%
LAM
900
LECAP Asset Management
United Kingdom
$253K +$262K +4,442 New
34 35
36
37 38