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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
751
FSA Advisors
Michigan
$412K +$387K +3,637 +175%
OL
752
Optas LLC
Texas
$412K +$316K +2,971 +109%
IA
753
IFP Advisors
Florida
$412K -$155K -1,454 -20%
GI
754
GLOBALT Investments
Georgia
$412K -$65.5K -615 -10%
QL
755
Quarry LP
New York
$409K +$573K +5,387 +1,959%
SWA
756
Strategies Wealth Advisors
Michigan
$406K +$599K +5,630 New
TPA
757
Trivium Point Advisory
Connecticut
$406K +$280K +2,626 +87%
PPW
758
Parcion Private Wealth
Washington
$406K +$147K +1,384 +33%
IA
759
IAM Advisory
Pennsylvania
$402K -$47.7K -448 -7%
GSWM
760
Golden State Wealth Management
California
$400K +$169K +1,590 +40%
CPIG
761
Chicago Partners Investment Group
Illinois
$399K -$27.1K -255 -6%
EB
762
Eastern Bank
Massachusetts
$399K +$373K +3,500 +172%
CAL
763
Capital Analysts LLC
Pennsylvania
$399K +$56.6K +532 +11%
SGCA
764
Steel Grove Capital Advisors
Tennessee
$397K – – –
VWM
765
Venturi Wealth Management
Texas
$397K +$26.7K +251 +5%
AWA
766
Arete Wealth Advisors
Illinois
$395K +$7.66K +72 +1%
WHG
767
Westwood Holdings Group
Texas
$392K +$578K +5,430 New
CIA
768
Concurrent Investment Advisors
Florida
$392K +$578K +5,429 New
HI
769
Hudock Inc
Pennsylvania
$388K +$205K +1,922 +56%
LS
770
Livforsakringsbolaget Skandia
Sweden
$384K -$149K -1,400 -21%
PL
771
Plancorp LLC
Missouri
$383K +$119K +1,120 +27%
FG
772
Foresight Group
United Kingdom
$380K +$545K +5,123 New
FFA
773
Florida Financial Advisors
Florida
$380K +$559K +5,256 New
ACM
774
Accent Capital Management
Ohio
$379K +$558K +5,247 New
DIM
775
Delta Investment Management
California
$376K +$61.6K +579 +13%
29 30
31
32 33