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Name Holding Trade Value Shares
Change 		Change in
Stake
FFN
651
Focus Financial Network
Minnesota
$469K +$448K +3,588 New
MYIA
652
Mount Yale Investment Advisors
Colorado
$469K -$8.99K -72 -2%
NB
653
NBT Bank
New York
$466K +$133K +1,068 +43%
WA
654
Waverly Advisors
Alabama
$465K +$2.5K +20 +0.6%
IWM
655
IHT Wealth Management
Illinois
$465K -$1.12K -9 -0.3%
BRWA
656
B. Riley Wealth Advisors
Florida
$459K -$41.4K -332 -9%
PS
657
Principal Securities
Iowa
$459K +$438K +3,510 New
AWM
658
Avior Wealth Management
Nebraska
$459K -$8.11K -65 -2%
TPI
659
Trust Point Inc
Wisconsin
$455K +$435K +3,484 New
NGA
660
Naples Global Advisors
Florida
$453K – – –
RCM
661
Radnor Capital Management
Pennsylvania
$448K – – –
LC
662
Lindbrook Capital
California
$447K +$8.99K +72 +2%
LA
663
LBP AM
France
$444K -$46.2K -370 -10%
JMFC
664
J.M. Forbes & Co
Massachusetts
$442K +$18.3K +147 +5%
CT
665
Colonial Trust
South Carolina
$441K -$35.8K -287 -8%
CHA
666
Carmichael Hill & Associates
Maryland
$441K +$37.4K +300 +10%
WPC
667
Wedmont Private Capital
Pennsylvania
$438K +$127K +1,015 +42%
UBV
668
United Bank (Virginia)
Virginia
$438K – – –
WIC
669
Woodmont Investment Counsel
Tennessee
$437K +$624 +5 +0.1%
SC
670
Syon Capital
California
$437K +$12K +96 +3%
KIA
671
Knollwood Investment Advisory
Maryland
$432K +$413K +3,309 New
DWA
672
Douglass Winthrop Advisors
New York
$430K +$74.9K +600 +22%
FA
673
FDx Advisors
Illinois
$428K +$118K +944 +40%
AMM
674
American Money Management
California
$426K – – –
PFA
675
Pure Financial Advisors
California
$426K +$15K +120 +4%
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