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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
576
Advisory Alpha
Michigan
$923K +$43.4K +274 +5%
MLL
577
Moody Lynn & Lieberson
Massachusetts
$920K -$1.74K -11 -0.2%
KLI
578
Kelman-Lazarov Inc
Tennessee
$918K -$46.6K -294 -5%
JHCP
579
Jackson Hole Capital Partners
Oklahoma
$915K – – –
JIC
580
Joel Isaacson & Co
New York
$904K +$79.2K +500 +9%
T
581
TOBAM
France
$904K +$465K +2,937 +102%
CIS
582
Connors Investor Services
Pennsylvania
$902K – – –
FNBOO
583
First National Bank of Omaha
Nebraska
$899K -$15K -95 -2%
ASN
584
Advisory Services Network
Georgia
$896K +$13.6K +86 +2%
FFA
585
Farther Finance Advisors
California
$891K +$171K +1,081 +23%
TSS
586
Two Sigma Securities
New York
$887K -$305K -1,923 -25%
CBA
587
Coastal Bridge Advisors
Connecticut
$885K -$70K -442 -7%
SEP
588
Southland Equity Partners
Missouri
$883K +$2.06K +13 +0.2%
PP
589
Prudential plc
United Kingdom
$881K -$185K -1,166 -17%
EI
590
Ethic Inc
New York
$876K +$162K +1,020 +22%
PL
591
Parthenon LLC
Kentucky
$871K – – –
LIM
592
Leavell Investment Management
Alabama
$867K -$57.3K -362 -6%
COCM
593
Charter Oak Capital Management
New Hampshire
$867K +$950 +6 +0.1%
FNBTCON
594
First National Bank & Trust Co of Newtown
Pennsylvania
$864K -$209K -1,320 -19%
MWM
595
Modera Wealth Management
New Jersey
$862K +$93.8K +592 +12%
RLH
596
RD Lewis Holdings
Florida
$861K -$1.58K -10 -0.2%
MCC
597
Money Concepts Capital
Florida
$851K +$289K +1,823 +50%
WG
598
Welch Group
Alabama
$848K +$158 +1 +0%
AWE
599
Avidian Wealth Enterprises
Texas
$847K +$863K +5,449 New
CSP
600
Cary Street Partners
Virginia
$844K +$6.81K +43 +0.8%
22 23
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