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Name Holding Trade Value Shares
Change 		Change in
Stake
HGERS
726
Householder Group Estate & Retirement Specialist
Arizona
$393K +$383K +2,975 New
HI
727
Harbour Investments
Wisconsin
$391K -$1.16K -9 -0.3%
SPC
728
Sigma Planning Corp
Michigan
$391K +$129 +1 +0%
TWM
729
Triton Wealth Management
Arizona
$390K +$25.7K +200 +7%
CCB
730
Country Club Bank
Missouri
$389K – – –
RRA
731
Round Rock Advisors
Connecticut
$389K – – –
CS
732
Comerica Securities
Michigan
$389K -$21.6K -168 -5%
PFA
733
Pure Financial Advisors
California
$388K +$119K +921 +46%
A
734
AustralianSuper
Australia
$388K +$378K +2,935 New
FFM
735
Forum Financial Management
Illinois
$386K +$6.18K +48 +2%
TSWM
736
Triangle Securities Wealth Management
North Carolina
$386K – – –
ERWM
737
Elk River Wealth Management
Colorado
$383K – – –
LSA
738
Leonteq Securities AG
Switzerland
$383K -$137K -1,065 -27%
HT
739
Heritage Trust
Oklahoma
$382K – – –
GDP
740
Great Diamond Partners
Maine
$381K -$8.11K -63 -2%
CGL
741
Clarius Group LLC
Washington
$380K +$6.82K +53 +2%
ESCM
742
Echo Street Capital Management
New York
$378K +$368K +2,862 New
CCIA
743
Campbell & Co Investment Adviser
Maryland
$376K +$367K +2,849 New
LWCFA
744
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$374K -$23.3K -181 -6%
SIA
745
Schechter Investment Advisors
Michigan
$374K +$30.2K +235 +9%
EP
746
Eudaimonia Partners
Tennessee
$372K -$7.08K -55 -2%
GC
747
Grimes & Company
Massachusetts
$372K +$643 +5 +0.2%
PIP
748
Peachtree Investment Partners
Florida
$371K +$515 +4 +0.1%
LNC
749
Lincoln National Corp
Pennsylvania
$368K +$5.53K +43 +2%
QT
750
Quantamental Technologies
New York
$368K -$250K -1,944 -41%
28 29
30
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