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Name Holding Trade Value Shares
Change 		Change in
Stake
BIG
801
Brooklyn Investment Group
New York
$359K +$360K +139 New
FWIA
802
Fort Washington Investment Advisors
Ohio
$357K – – –
LC
803
Lindbrook Capital
California
$354K +$75.2K +29 +27%
IGAM
804
iA Global Asset Management
Quebec, Canada
$354K -$1M -387 -74%
SGI
805
Summit Global Investments
Utah
$354K – – –
MCM
806
Monument Capital Management
Virginia
$352K -$23.3K -9 -6%
PL
807
Plancorp LLC
Missouri
$352K – – –
CC
808
Centiva Capital
New York
$352K +$353K +136 New
G
809
GenTrust
Florida
$349K -$137K -53 -28%
VCP
810
Verus Capital Partners
Arizona
$349K -$25.9K -10 -7%
FIC
811
FCG Investment Company
Tennessee
$349K +$350K +135 New
FFM
812
Forum Financial Management
Illinois
$346K – – –
AIA
813
Angeles Investment Advisors
California
$346K +$5.19K +2 +2%
CWM
814
Chesapeake Wealth Management
Virginia
$346K -$7.78K -3 -2%
TWM
815
TriaGen Wealth Management
California
$344K +$13K +5 +4%
CAG
816
Crestwood Advisors Group
Massachusetts
$339K +$15.6K +6 +5%
GFS
817
GYL Financial Synergies
Connecticut
$334K -$28.5K -11 -8%
WBC
818
Westpac Banking Corp
Australia
$331K -$734K -283 -69%
IP
819
Ignite Planners
California
$329K -$2.59K -1 -0.8%
DLA
820
Douglas Lane & Associates
New York
$328K – – –
NP
821
NorthRock Partners
Minnesota
$326K +$327K +126 New
PP
822
PDS Planning
Ohio
$321K -$18.2K -7 -5%
KI
823
Kapitalo Investimentos
Brazil
$321K +$322K +124 New
GT
824
Glenview Trust
Kentucky
$315K +$75.2K +29 +31%
BFG
825
Berger Financial Group
Minnesota
$313K -$31.1K -12 -9%
31 32
33
34 35