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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
901
Copeland Capital Management
Pennsylvania
$232K – – –
SSA
902
Shepherd Street Advisors
California
$231K +$249K +4,628 New
HWAM
903
Hennion & Walsh Asset Management
New Jersey
$230K +$248K +4,607 New
SEP
904
Southland Equity Partners
Missouri
$230K +$8.02K +149 +3%
CIA
905
Compass Ion Advisors
Pennsylvania
$229K -$3.18K -59 -1%
1C
906
111 Capital
France
$228K +$246K +4,566 New
YIA
907
YHB Investment Advisors
Connecticut
$226K – – –
CWM
908
Cornerstone Wealth Management
Missouri
$226K -$5.01K -93 -2%
HI
909
Harbour Investments
Wisconsin
$226K -$25.9K -480 -10%
VAG
910
VisionPoint Advisory Group
Texas
$226K +$36.8K +684 +18%
WB
911
West Bancorporation
Iowa
$225K +$32.4K +601 +15%
EWA
912
EverSource Wealth Advisors
Alabama
$224K -$188K -3,487 -44%
DAS
913
Dynamic Advisor Solutions
Arizona
$224K -$11.7K -218 -5%
MUMSS
914
Mitsubishi UFJ Morgan Stanley Securities
Japan
$223K +$241K +4,469 New
AIM
915
Advyzon Investment Management
Illinois
$223K +$9.86K +183 +4%
HWM
916
Hohimer Wealth Management
Washington
$222K – – –
CI
917
CX Institutional
Indiana
$221K +$28.1K +522 +13%
CFP
918
Catalyst Financial Partners
Massachusetts
$220K +$269 +5 +0.1%
AA
919
ABC Arbitrage
France
$219K +$236K +4,389 New
BRWA
920
B. Riley Wealth Advisors
Florida
$219K -$23.1K -429 -9%
SPA
921
Sherbrooke Park Advisers
New York
$217K +$22.3K +414 +11%
PF
922
Phoenix Financial
Israel
$217K +$234K +4,342 New
SB
923
Simmons Bank
Arkansas
$217K +$234K +4,340 New
PL
924
Plancorp LLC
Missouri
$217K -$431 -8 -0.2%
MFG
925
Midwest Financial Group
Kansas
$215K – – –
35 36
37
38 39