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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
626
Cresset Asset Management
Illinois
$389K -$110K -2,075 -22%
CCA
627
Checchi Capital Advisers
California
$389K +$78.9K +1,488 +25%
IWP
628
Icon Wealth Partners
Texas
$385K +$388K +7,322 New
MA
629
MANA Advisors
New York
$381K +$384K +7,250 New
HIIFS
630
Harel Insurance Investments & Financial Services
Israel
$379K +$318K +6,000 +500%
BFEC
631
Benjamin F. Edwards & Company
Missouri
$378K +$296K +5,591 +350%
KA
632
Kovack Advisors
Florida
$373K +$87.3K +1,647 +30%
MTC
633
McDaniel Terry & Co
Texas
$372K +$11.8K +222 +3%
HKAM
634
Horizon Kinetics Asset Management
New York
$369K -$27.7K -523 -7%
AP
635
Adero Partners
California
$369K -$26.4K -498 -7%
EF
636
Empirical Finance
Pennsylvania
$363K +$51K +962 +16%
PMG
637
ProVise Management Group
Florida
$362K +$364K +6,872 New
ISWM
638
Independent Solutions Wealth Management
New York
$358K +$361K +6,807 New
FA
639
FDx Advisors
Illinois
$357K +$360K +6,788 New
ACM
640
Alpha Capital Management
Texas
$356K +$40.9K +771 +13%
PM
641
Parametrica Management
Hong Kong
$351K +$354K +6,680 New
GLA
642
Good Life Advisors
Pennsylvania
$347K +$112K +2,110 +47%
XF
643
XML Financial
Maryland
$346K +$348K +6,570 New
SCM
644
Stonebridge Capital Management
California
$342K – – –
SIAP
645
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$341K +$106K +2,000 +44%
CAGAS
646
Capital Advisory Group Advisory Services
Minnesota
$339K +$302K +5,687 +749%
SB
647
Strategic Blueprint
Georgia
$339K +$341K +6,439 New
SAM
648
Strategy Asset Managers
California
$338K +$56K +1,056 +20%
OPS
649
Orion Portfolio Solutions
Nebraska
$336K +$161K +3,037 +91%
WA
650
WESPAC Advisors
California
$336K +$339K +6,393 New
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