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Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
1301
Transcend Capital Advisors
New Jersey
$1.06M +$132K +1,713 +13%
SC
1302
Syon Capital
California
$1.06M -$111K -1,448 -9%
KFA
1303
Kapstone Financial Advisors
Ohio
$1.06M +$15.9K +207 +1%
CBT
1304
Central Bank & Trust
Kentucky
$1.06M -$74.4K -967 -6%
PDL
1305
Portfolio Design Labs
California
$1.06M -$123K -1,600 -10%
HSA
1306
HBK Sorce Advisory
Pennsylvania
$1.06M +$88.4K +1,149 +9%
CF
1307
Cyr Financial
Illinois
$1.06M +$129K +1,676 +13%
PPC
1308
Pennington Partners & Co
Maryland
$1.05M +$5.08K +66 +0.5%
LA
1309
Lifeworks Advisors
Michigan
$1.05M +$89.3K +1,160 +9%
CCM
1310
Charter Capital Management
Wisconsin
$1.05M -$122K -1,582 -10%
AMM
1311
American Money Management
California
$1.05M +$212K +2,758 +23%
KA
1312
Kintegral Advisory
New York
$1.05M -$49.7K -646 -4%
LA
1313
LVW Advisors
New York
$1.04M +$310K +4,025 +38%
KP
1314
Keel Point
Alabama
$1.04M -$1M -13,022 -47%
LAM
1315
LOM Asset Management
$1.04M – – –
MYLI
1316
Meiji Yasuda Life Insurance
Japan
$1.04M -$366K -4,750 -25%
WIS
1317
Wright Investors Service
Connecticut
$1.03M -$2.31K -30 -0.2%
PWG
1318
Portside Wealth Group
Utah
$1.02M -$518K -6,727 -32%
VWM
1319
VCI Wealth Management
Missouri
$1.02M -$395K -5,138 -27%
MGIA
1320
Moneta Group Investment Advisors
Missouri
$1.02M -$33.6K -436 -3%
RP
1321
Raelipskie Partnership
Ontario, Canada
$1.02M -$10.2K -133 -0.9%
FFS
1322
Founders Financial Securities
Maryland
$1.02M -$168K -2,189 -13%
CI
1323
CX Institutional
Indiana
$1.02M -$68.1K -885 -6%
KFA
1324
Kelleher Financial Advisors
New York
$1.01M -$11.5K -150 -1%
AI
1325
Atom Investors
Texas
$1.01M +$1.08M +14,074 New
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