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Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
726
Arrowpoint Investment Partners
Singapore
$736K +$728K +230 New
WFI
727
West Family Investments
California
$733K -$9.5K -3 -1%
GA
728
Geller Advisors
New York
$720K -$621K -196 -47%
MIM
729
Morningstar Investment Management
Illinois
$720K – – –
PG
730
Patten Group
Tennessee
$714K +$475K +150 +205%
CI
731
Conning Inc
Connecticut
$704K -$9.5K -3 -1%
BPFA
732
Barnes Pettey Financial Advisors
Mississippi
$704K -$3.17K -1 -0.5%
AIA
733
AssuredPartners Investment Advisors
Florida
$701K +$693K +219 New
TAM
734
Trust Asset Management
Texas
$695K – – –
FB
735
Fulton Bank
Pennsylvania
$688K -$111K -35 -14%
FIM
736
Freedom Investment Management
Connecticut
$685K -$34.8K -11 -5%
CIA
737
Concurrent Investment Advisors
Florida
$682K +$12.7K +4 +2%
FCP
738
Fidelis Capital Partners
Florida
$673K +$91.8K +29 +17%
CAGAS
739
Capital Advisory Group Advisory Services
Minnesota
$672K – – –
MFG
740
Merit Financial Group
Georgia
$666K +$443K +140 +206%
JF
741
Jump Financial
Illinois
$663K -$690K -218 -51%
GL
742
Graypoint LLC
New York
$663K +$6.33K +2 +1%
TWP
743
Tyche Wealth Partners
Texas
$661K +$57K +18 +10%
RAS
744
RPS Advisory Solutions
Kentucky
$656K – – –
SIC
745
Sage Investment Counsel
Tennessee
$656K +$649K +205 New
CI
746
CX Institutional
Indiana
$653K +$19K +6 +3%
SIC
747
Salem Investment Counselors
North Carolina
$647K +$38K +12 +6%
PA
748
Parallel Advisors
California
$647K +$47.5K +15 +8%
MIF
749
Mediolanum International Funds
Ireland
$642K +$215K +68 +51%
SAM
750
Smartleaf Asset Management
Massachusetts
$637K +$85.5K +27 +16%
28 29
30
31 32