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ATI
ATI

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
501
Annex Advisory Services
Wisconsin
$256K +$245K +1,763 New
PPA
502
Pilgrim Partners Asia
Singapore
$256K +$41.8K +300 +21%
OA
503
Operose Advisors
Wisconsin
$255K -$145K -1,043 -37%
RIL
504
Rothschild Investment LLC
Illinois
$250K +$32K +230 +15%
TPCW
505
TD Private Client Wealth
New York
$250K +$39.8K +286 +20%
BFIM
506
Beese Fulmer Investment Management
Ohio
$250K +$239K +1,717 New
PA
507
Parallel Advisors
California
$249K +$24.2K +174 +11%
VCM
508
Versant Capital Management
Arizona
$249K -$6.41K -46 -3%
SP
509
SmartHarvest Portfolios
Washington
$249K +$238K +1,712 New
MCM
510
Mainstream Capital Management
California
$247K +$237K +1,700 New
AFP
511
Ausdal Financial Partners
Iowa
$244K +$234K +1,680 New
APP
512
Avantax Planning Partners
Iowa
$244K +$234K +1,678 New
TC
513
TwinBeech Capital
New York
$243K +$233K +1,671 New
CAAS
514
Capital Asset Advisory Services
Michigan
$242K +$205K +1,475 New
FCM
515
Fieldview Capital Management
Michigan
$234K +$224K +1,611 New
DT
516
DV Trading
Illinois
$233K +$111K +800 +100%
AO
517
Advisor OS
Illinois
$232K -$23K -165 -9%
IAS
518
Insigneo Advisory Services
Florida
$227K +$218K +1,562 New
I
519
InceptionR
California
$225K -$149K -1,070 -41%
FMI
520
F/M Investments
District of Columbia
$224K -$433K -3,109 -67%
PPW
521
Parcion Private Wealth
Washington
$222K +$212K +1,526 New
RGF
522
Retirement Guys Formula
Ohio
$222K +$212K +1,523 New
AIC
523
Archer Investment Corporation
Indiana
$220K +$210K +1,510 New
MSRI
524
Michael S. Ryan Inc
New York
$216K +$207K +1,488 New
FCP
525
Fidelis Capital Partners
Florida
$215K +$206K +1,481 New
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