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Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
851
Merit Financial Group
Georgia
$354K +$106K +37 +45%
BAAM
852
Baker Avenue Asset Management
California
$353K +$37.2K +13 +13%
S
853
SimplyRich
California
$350K +$5.72K +2 +2%
CFO
854
CVA Family Office
Colorado
$350K – – –
TCM
855
Teza Capital Management
Illinois
$350K +$317K +111 New
TF
856
Tompkins Financial
New York
$347K -$2.86K -1 -0.9%
ECM
857
Evergreen Capital Management
Washington
$347K +$2.86K +1 +0.9%
PWM
858
Perigon Wealth Management
California
$347K +$2.86K +1 +0.9%
AC
859
ASB Consultores
Florida
$345K +$314K +110 New
OTL
860
Oak Thistle LLC
New York
$344K -$1.98M -694 -86%
SSA
861
Schonfeld Strategic Advisors
New York
$344K +$312K +109 New
CTC
862
Central Trust Company
Missouri
$340K -$189K -66 -38%
CCP
863
Carmel Capital Partners
California
$340K – – –
JF
864
JSF Financial
California
$340K – – –
BFG
865
Berger Financial Group
Minnesota
$337K -$40K -14 -12%
AO
866
Advisor OS
Illinois
$334K +$303K +106 New
GC
867
Grimes & Company
Massachusetts
$333K -$97.2K -34 -24%
VFA
868
Valeo Financial Advisors
Indiana
$332K -$20K -7 -6%
NCM
869
Novare Capital Management
North Carolina
$331K -$28.6K -10 -9%
LNB
870
Ledyard National Bank
$331K -$40K -14 -12%
MSFS
871
Main Street Financial Solutions
Pennsylvania
$331K – – –
M
872
MOTCO
Texas
$331K +$300K +105 New
HFM
873
Harvest Fund Management
China
$328K +$297K +104 New
FTIS
874
First Trust Investment Solutions
Florida
$328K +$297K +104 New
GWP
875
Gen-Wealth Partners
Michigan
$328K +$297K +104 New
33 34
35
36 37