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Name Holding Trade Value Shares
Change 		Change in
Stake
CMA
1226
Cedar Mountain Advisors
Oregon
$362K +$22.3K +189 +8%
WA
1227
Waverly Advisors
Alabama
$362K +$330K +2,799 New
BFPW
1228
BOK Financial Private Wealth
Colorado
$360K +$297K +2,517 New
FWP
1229
FAS Wealth Partners
Kansas
$359K +$296K +2,508 New
VIA
1230
Vident Investment Advisory
Georgia
$358K -$376K -3,183 -56%
IFAM
1231
Institutional & Family Asset Management
Colorado
$357K -$111K -942 -27%
SAM
1232
Summit Asset Management
Tennessee
$357K -$81.1K -687 -22%
LDFR
1233
Lehman & Derafelo Financial Resources
Pennsylvania
$357K +$295K +2,496 New
PCA
1234
Private Capital Advisors
Connecticut
$357K +$295K +2,499 New
DWA
1235
Divergent Wealth Advisors
Utah
$356K +$294K +2,490 New
BW
1236
Bison Wealth
Georgia
$355K -$96.7K -819 -25%
FSA
1237
Fort Sheridan Advisors
Illinois
$354K +$292K +2,475 New
TNB
1238
TCF National Bank
South Dakota
$354K +$292K +2,475 New
AP
1239
Advisor Partners
California
$353K +$291K +2,466 New
MCA
1240
Magnolia Capital Advisors
Mississippi
$353K +$292K +2,469 New
FAB
1241
First American Bank
Illinois
$352K +$290K +2,460 New
MCWS
1242
McKinley Carter Wealth Services
West Virginia
$352K +$290K +2,460 New
SEIA
1243
Signature Estate & Investment Advisors
California
$352K +$290K +2,460 New
ESB
1244
Essex Savings Bank
Connecticut
$351K -$59.2K -501 -17%
FHB
1245
First Hawaiian Bank
Hawaii
$350K -$126K -1,065 -30%
OC
1246
Oakworth Capital
Alabama
$350K +$26.6K +225 +10%
FAN
1247
Financial Advisors Network
California
$350K +$289K +2,448 New
AIC
1248
Archer Investment Corporation
Indiana
$350K +$5.31K +45 +2%
CWA
1249
Capital Wealth Alliance
Arizona
$347K – – –
OAM
1250
Occidental Asset Management
California
$347K +$287K +2,430 New
48 49
50
51 52