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Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
676
Snowden Capital Advisors
New York
$438K -$117K -514 -20%
CI
677
CX Institutional
Indiana
$438K +$85.9K +378 +23%
PP
678
PDS Planning
Ohio
$437K +$68.8K +303 +17%
PWM
679
Perigon Wealth Management
California
$437K +$57.7K +254 +14%
SC
680
Savant Capital
Illinois
$432K -$9.32K -41 -2%
4WM
681
49 Wealth Management
Texas
$426K -$909 -4 -0.2%
DWM
682
Dynasty Wealth Management
Florida
$422K -$180K -794 -29%
IFU
683
iSAM Funds (UK)
United Kingdom
$419K +$444K +1,952 New
BTI
684
Blue Trust Inc
Georgia
$419K -$58.6K -258 -12%
NP
685
Nilsine Partners
Colorado
$418K +$28.4K +125 +7%
AA
686
Advisory Alpha
Michigan
$415K +$92K +405 +27%
GC
687
Garde Capital
Washington
$407K – – –
GBT
688
Grove Bank & Trust
Florida
$407K -$518K -2,278 -55%
GRP
689
Global Retirement Partners
California
$405K -$96.1K -423 -18%
VFA
690
Valeo Financial Advisors
Indiana
$404K -$117K -516 -22%
RIG
691
Ramiah Investment Group
Wisconsin
$403K -$17.7K -78 -4%
HNB
692
Huntington National Bank
Ohio
$401K +$56.1K +247 +15%
SRL
693
Scientech Research LLC
New Jersey
$398K +$192K +844 +84%
TBWA
694
Three Bridge Wealth Advisors
California
$398K – – –
ECM
695
Everence Capital Management
Indiana
$396K -$368K -1,618 -47%
SC
696
Sapient Capital
Indiana
$395K -$151K -663 -27%
SAA
697
Southeast Asset Advisors
Georgia
$391K -$367K -1,615 -47%
AWA
698
Aaron Wealth Advisors
Illinois
$390K -$365K -1,607 -47%
ALAM
699
Asahi Life Asset Management
Japan
$390K – – –
KA
700
Kozak & Associates
Colorado
$389K -$192K -844 -31%
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