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Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
676
Larson Financial Group
Missouri
$409K +$416K +2,362 +2,567%
IC
677
Intersect Capital
California
$408K -$93.9K -533 -18%
URS
678
Utah Retirement Systems
Utah
$406K +$429K +2,436 New
VAM
679
Vienna Asset Management
California
$406K +$430K +2,440 New
HSA
680
HBK Sorce Advisory
Pennsylvania
$404K +$29.6K +168 +7%
FFA
681
First Foundation Advisors
California
$396K +$24.3K +138 +6%
RIA
682
Regal Investment Advisors
Michigan
$395K -$307K -1,745 -42%
EN1L
683
Engine No 1 LLC
California
$395K +$98.6K +560 +31%
BFG
684
Berger Financial Group
Minnesota
$393K +$415K +2,359 New
XT
685
XTX Topco
Cayman Islands
$392K -$113K -643 -21%
PP
686
PDS Planning
Ohio
$387K +$10.6K +60 +3%
GAM
687
Grandview Asset Management
Pennsylvania
$385K +$407K +2,313 New
WP
688
Waycross Partners
Kentucky
$373K -$934K -5,302 -70%
FA
689
Fountainhead AM
New Jersey
$370K +$392K +2,225 New
BSW
690
Buckingham Strategic Wealth
Missouri
$368K -$5.81K -33 -1%
GP
691
Greenline Partners
New York
$367K +$153K +867 +65%
CAG
692
Crestwood Advisors Group
Massachusetts
$365K +$12.3K +70 +3%
CAM
693
Cresset Asset Management
Illinois
$364K -$436K -2,473 -53%
GG
694
Golden Green
South Carolina
$363K +$384K +2,182 New
MIM
695
MetLife Investment Management
New Jersey
$361K +$382K +2,170 New
GC
696
Grimes & Company
Massachusetts
$360K – – –
NIM
697
Northeast Investment Management
Massachusetts
$358K +$138K +784 +57%
AI
698
AdvisorShares Investments
Maryland
$354K -$62.2K -353 -14%
CT
699
Chicago Trust
Illinois
$353K – – –
WWM
700
Western Wealth Management
Colorado
$353K +$377K +2,142 New
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