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Name Holding Trade Value Shares
Change 		Change in
Stake
VAS
1051
Vestmark Advisory Solutions
Massachusetts
$216K -$434K -121 -65%
DE
1052
Diversified Enterprises
Delaware
$216K -$7.18K -2 -3%
MCA
1053
Magnolia Capital Advisors
Mississippi
$216K -$7.18K -2 -3%
CFP
1054
Catalyst Financial Partners
Massachusetts
$216K – – –
VC
1055
Vicus Capital
Pennsylvania
$216K – – –
CAI
1056
Capital Advisors Inc
Oklahoma
$216K +$230K +64 New
TPI
1057
Trust Point Inc
Wisconsin
$213K +$7.18K +2 +3%
SP
1058
SmartHarvest Portfolios
Washington
$213K -$3.59K -1 -2%
1SB
1059
1ST Source Bank
Indiana
$213K – – –
LWM
1060
Lyell Wealth Management
California
$213K – – –
VWM
1061
Vigilare Wealth Management
Arizona
$213K – – –
BFIM
1062
Beese Fulmer Investment Management
Ohio
$213K +$3.59K +1 +2%
7WCP
1063
71 West Capital Partners
Massachusetts
$213K +$226K +63 New
BW
1064
BIP Wealth
Georgia
$213K +$226K +63 New
CCMG
1065
Clark Capital Management Group
Pennsylvania
$213K +$226K +63 New
RIL
1066
Rothschild Investment LLC
Illinois
$211K +$14.4K +4 +7%
PIA
1067
Perennial Investment Advisors
California
$209K +$3.59K +1 +2%
VHAM
1068
Van Hulzen Asset Management
California
$209K +$222K +62 New
OWP
1069
Obermeyer Wealth Partners
Colorado
$209K -$17.9K -5 -7%
SFG
1070
SageGuard Financial Group
Tennessee
$209K – – –
AFO
1071
Arrowroot Family Office
California
$209K +$10.8K +3 +5%
EFM
1072
E Fund Management
China
$209K +$222K +62 New
ZIM
1073
Zacks Investment Management
Illinois
$207K +$219K +61 New
AA
1074
Alta Advisers
United Kingdom
$206K – – –
DA
1075
Detalus Advisors
Missouri
$206K – – –
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