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Name Holding Trade Value Shares
Change 		Change in
Stake
TWI
751
Thomas White International
Illinois
$732K +$32.6K +378 +5%
MSAM
752
Moloney Securities Asset Management
Missouri
$729K +$87.9K +1,019 +15%
TAM
753
Trust Asset Management
Texas
$729K +$172K +1,989 +33%
WA
754
WESPAC Advisors
California
$725K +$451K +5,224 +195%
CIM
755
Contravisory Investment Management
Massachusetts
$722K -$361K -4,188 -35%
22CM
756
20/20 Capital Management
California
$722K +$8.63K +100 +1%
BCA
757
Bay Colony Advisors
Massachusetts
$719K +$117K +1,355 +21%
CFMC
758
Curbstone Financial Management Corp
New Hampshire
$718K – – –
DAS
759
Dynamic Advisor Solutions
Arizona
$718K +$243K +2,815 +56%
IWM
760
IHT Wealth Management
Illinois
$716K -$339K -3,924 -33%
WCA
761
Westover Capital Advisors
Delaware
$711K -$5.18K -60 -0.8%
9WM
762
9258 Wealth Management
Ohio
$707K -$37.9K -439 -5%
GIA
763
Gladstone Institutional Advisory
Florida
$704K +$186K +2,154 +39%
EWM
764
Empirical Wealth Management
Washington
$703K -$12M -139,354 -95%
B
765
Barings
North Carolina
$703K -$1.57M -18,201 -70%
GCAC
766
Guardian Capital Advisors (Canada)
Ontario, Canada
$696K -$17.3K -200 -3%
IWC
767
Integrated Wealth Concepts
Massachusetts
$696K +$98K +1,136 +18%
GSWM
768
Golden State Wealth Management
California
$692K +$18.3K +212 +3%
IFG
769
Investors Financial Group
Minnesota
$688K +$90.8K +1,052 +16%
SWA
770
SOA Wealth Advisors
New York
$686K +$642K +7,438 New
PP
771
Professional Planning
California
$686K +$645K +7,475 New
OPS
772
Orion Portfolio Solutions
Nebraska
$676K +$94.7K +1,097 +17%
MAM
773
Meeder Asset Management
Ohio
$674K -$2.72M -31,492 -81%
PAMP
774
Polar Asset Management Partners
Ontario, Canada
$674K -$30.7K -356 -5%
MWA
775
Meridian Wealth Advisors
Texas
$674K +$33.7K +390 +6%
29 30
31
32 33