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Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
501
Strategic Wealth Partners
Ohio
$265K -$3.05K -150 -1%
SFG
502
SNS Financial Group
Minnesota
$263K – – –
SCA
503
Snowden Capital Advisors
New York
$262K -$352K -17,325 -60%
MFG
504
Merit Financial Group
Georgia
$262K +$233K +11,460 New
BA
505
Bristlecone Advisors
Washington
$259K -$4.88K -240 -2%
IC
506
Inverness Counsel
New York
$254K +$226K +11,100 New
OIA
507
OneDigital Investment Advisors
Kansas
$252K +$11.3K +555 +5%
WJA
508
Williams Jones & Associates
New York
$251K +$223K +10,995 New
IWC
509
Integrated Wealth Concepts
Massachusetts
$251K +$228K +11,235 New
SCA
510
STALEY CAPITAL ADVISERS
Pennsylvania
$250K +$223K +10,950 New
AIC
511
Argus Investors Counsel
New York
$248K +$220K +10,845 New
PP
512
Prudential plc
United Kingdom
$246K +$219K +10,770 New
SFSIG
513
San Francisco Sentry Investment Group
California
$245K -$54.9K -2,700 -20%
FCI
514
Financial Counselors Inc
Kansas
$243K -$131K -6,450 -38%
FMLI
515
Fukoku Mutual Life Insurance
Japan
$240K – – –
NCM
516
Noesis Capital Mangement
Florida
$239K +$212K +10,455 New
ET
517
Equitable Trust
Tennessee
$239K +$213K +10,470 New
ECM
518
Evergreen Capital Management
Washington
$238K -$119K -5,865 -36%
BLAM
519
Bourne Lent Asset Management
New York
$237K +$210K +10,350 New
EHC
520
Everett Harris & Co
California
$237K +$210K +10,350 New
SBSB
521
Sullivan, Bruyette, Speros & Blaney
Virginia
$237K +$211K +10,365 New
TPWA
522
TRUE Private Wealth Advisors
Oregon
$234K +$209K +10,260 New
DII
523
Domini Impact Investments
New York
$231K +$205K +10,095 New
ZIC
524
ZWJ Investment Counsel
Georgia
$231K +$205K +10,110 New
NSAM
525
North Star Asset Management
Wisconsin
$231K +$206K +10,125 New
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