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Name Holding Trade Value Shares
Change 		Change in
Stake
SOAMC
1301
Spirit of America Management Corp
New York
$3.35M – – –
VCM
1302
Virtue Capital Management
Tennessee
$3.34M +$123K +683 +4%
HSA
1303
HBK Sorce Advisory
Pennsylvania
$3.33M +$40.2K +223 +1%
KJHP
1304
K.J. Harrison & Partners
Ontario, Canada
$3.33M – – –
AA
1305
Altman Advisors
Illinois
$3.33M -$69K -383 -2%
O
1306
Ossiam
France
$3.33M -$1.2M -6,679 -27%
BAC
1307
Boys Arnold & Co
North Carolina
$3.33M +$199K +1,106 +7%
AF
1308
Advisornet Financial
Minnesota
$3.32M +$14.6K +81 +0.5%
RBA
1309
Richard Bernstein Advisors
New York
$3.31M – – –
WG
1310
Watchman Group
Texas
$3.31M +$3.17M +17,611 New
PP
1311
Pegasus Partners
Wisconsin
$3.3M -$56.8K -315 -2%
MWM
1312
Madison Wealth Management
Ohio
$3.3M +$3.16M +17,541 New
TPA
1313
Trivium Point Advisory
Connecticut
$3.29M -$83.4K -463 -3%
PRS
1314
Pinkerton Retirement Specialists
Idaho
$3.29M -$4.14K -23 -0.1%
AIM
1315
AIA Investment Management
Singapore
$3.29M +$333K +1,846 +12%
EH
1316
Equitable Holdings
New York
$3.28M +$3.15M +17,476 New
MF
1317
Manchester Financial
California
$3.28M -$203K -1,125 -6%
HAS
1318
HBW Advisory Services
California
$3.28M +$159K +881 +5%
LAIC
1319
Lederer & Associates Investment Counsel
California
$3.28M -$36.2K -201 -1%
CWA
1320
Clarity Wealth Advisors
California
$3.27M +$3.13M +17,389 New
MC
1321
Machina Capital
France
$3.25M -$1.24M -6,889 -28%
GI
1322
GS Investments
Minnesota
$3.25M -$499K -2,770 -10%
RIM
1323
Regent Investment Management
Kentucky
$3.25M -$336K -1,863 -10%
BIM
1324
Baldwin Investment Management
Pennsylvania
$3.24M – – –
PCP
1325
Proficio Capital Partners
Massachusetts
$3.23M +$50.1K +278 +2%
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