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Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
1301
Foundations Investment Advisors
Arizona
$732K +$102K +597 +31%
ATIA
1302
American Trust Investment Advisors
New Hampshire
$730K -$81.9K -480 -13%
SEIA
1303
Signature Estate & Investment Advisors
California
$729K +$109K +639 +26%
RIM
1304
Rockbridge Investment Management
New York
$728K -$5.12K -30 -1%
MPW
1305
MA Private Wealth
California
$727K -$141K -825 -21%
TCOT
1306
Trust Company of Toledo
Ohio
$727K – – –
BS
1307
Boenning & Scattergood
Pennsylvania
$727K +$56.3K +330 +12%
NGA
1308
Naples Global Advisors
Florida
$725K -$927K -5,430 -64%
ET
1309
Equitable Trust
Tennessee
$725K -$298K -1,746 -36%
GAM
1310
Grandview Asset Management
Pennsylvania
$725K +$264K +1,548 +101%
ACM
1311
Allred Capital Management
Texas
$724K +$10.8K +63 +2%
JWM
1312
Jackson Wealth Management
Florida
$721K +$523K +3,066 New
TIM
1313
Total Investment Management
Arizona
$720K -$121K -711 -19%
AIM
1314
Acropolis Investment Management
Missouri
$716K +$25.6K +150 +5%
IA
1315
IAM Advisory
Pennsylvania
$715K +$428K +2,508 New
BC
1316
Brio Consultants
California
$713K -$10.2K -60 -2%
SF
1317
Symphony Financial
Texas
$712K +$107K +627 +27%
BDWM
1318
Brewin Dolphin Wealth Management
Ireland
$711K +$10.2K +60 +2%
BB
1319
Busey Bank
Illinois
$711K -$69.1K -405 -12%
WDG
1320
Wealth Dimensions Group
Ohio
$711K +$516K +3,021 New
EWA
1321
Encompass Wealth Advisors
Oregon
$711K +$516K +3,024 New
UB
1322
UMB Bank
Missouri
$711K +$516K +3,024 New
AA
1323
Ancora Advisors
Ohio
$709K +$59.4K +348 +13%
EWA
1324
Evolution Wealth Advisors
Florida
$708K -$80.9K -474 -14%
SCP
1325
Stamos Capital Partners
California
$706K -$717K -4,200 -58%
51 52
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