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Name Holding Trade Value Shares
Change 		Change in
Stake
KP
1001
Keel Point
Alabama
$473K +$303K +658 New
EWM
1002
Empirical Wealth Management
Washington
$468K -$32.3K -70 -10%
KLCM
1003
KG&L Capital Management
Louisiana
$468K +$300K +651 New
FWP
1004
Fiduciary Wealth Partners
Massachusetts
$466K +$298K +647 +32,350%
CA
1005
Claro Advisors
Massachusetts
$465K +$9.22K +20 +3%
BAM
1006
Blueshift Asset Management
New Jersey
$465K +$298K +647 New
GC
1007
Gilbert & Cook
Iowa
$463K +$297K +645 New
CC
1008
Chicago Capital
Illinois
$462K -$402K -872 -58%
RWM
1009
Rench Wealth Management
Texas
$462K – – –
TAM
1010
Tocqueville Asset Management
New York
$460K +$295K +640 New
ONB
1011
Old National Bancorp
Indiana
$451K +$18K +39 +7%
EGM
1012
Engineers Gate Manager
New York
$448K -$28.7M -62,274 -99%
RWA
1013
Redhawk Wealth Advisors
Minnesota
$447K -$29.1K -63 -9%
SAG
1014
SageView Advisory Group
California
$446K +$286K +621 New
MCA
1015
Millennium Capital Advisors
Arkansas
$445K +$4.61K +10 +2%
FIC
1016
Family Investment Center
Missouri
$440K -$11.1K -24 -4%
KJHP
1017
K.J. Harrison & Partners
Ontario, Canada
$439K -$922 -2 -0.3%
EC
1018
EdgeRock Capital
Colorado
$438K -$83.5K -181 -23%
GIM
1019
Generali Investments Management
Slovenia
$437K +$280K +608 New
TAM
1020
Titleist Asset Management
Texas
$433K +$278K +603 New
SWA
1021
Strategies Wealth Advisors
Michigan
$431K -$922 -2 -0.3%
BAM
1022
BOCHK Asset Management
Hong Kong
$431K – – –
WGC
1023
Watts Gwilliam & Co
Arizona
$431K +$46.1K +100 +20%
CCM
1024
Corsair Capital Management
New York
$431K +$277K +600 New
ATS
1025
Ashton Thomas Securities
New York
$430K +$276K +598 New
39 40
41
42 43