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Name Holding Trade Value Shares
Change 		Change in
Stake
GC
701
Garde Capital
Washington
$529K – – –
PS
702
Principal Securities
Iowa
$525K +$24.8K +87 +5%
KHCM
703
Kirtland Hills Capital Management
Ohio
$523K +$598K +2,101 New
CG
704
Caprock Group
Idaho
$522K -$80.3K -282 -13%
VCM
705
Virtue Capital Management
Tennessee
$521K +$229K +803 +70%
BRWA
706
B. Riley Wealth Advisors
Florida
$519K +$149K +525 +28%
SIM
707
Sentry Investment Management
Wisconsin
$514K – – –
MOS
708
MGO One Seven
Ohio
$514K -$75.7K -266 -12%
WAG
709
Wallace Advisory Group
California
$511K -$3.42K -12 -0.6%
AP
710
Adero Partners
California
$510K +$854 +3 +0.2%
TBWA
711
Three Bridge Wealth Advisors
California
$505K – – –
ECM
712
Evergreen Capital Management
Washington
$495K +$569 +2 +0.1%
GWM
713
Gibbs Wealth Management
Georgia
$493K +$514K +1,807 New
AO
714
Advisor OS
Illinois
$491K +$513K +1,801 New
PAI
715
Pittenger & Anderson Inc
Nebraska
$490K – – –
CG
716
Cutler Group
California
$490K +$509K +1,789 +16,264%
NB
717
Norinchukin Bank
Japan
$489K -$23.9K -84 -4%
BP
718
Ballentine Partners
Massachusetts
$488K +$38.7K +136 +8%
GM
719
GeoWealth Management
Illinois
$485K +$212K +744 +72%
FIM
720
Fernwood Investment Management
Massachusetts
$479K -$9.96K -35 -2%
EP
721
Essential Planning
New Hampshire
$478K – – –
VFA
722
Voya Financial Advisors
Connecticut
$477K +$254K +893 +105%
EFM
723
E Fund Management
China
$477K -$523K -1,836 -51%
MYLI
724
Meiji Yasuda Life Insurance
Japan
$475K -$19.9K -70 -4%
IAS
725
Insigneo Advisory Services
Florida
$474K +$78.6K +276 +19%
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