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Name Holding Trade Value Shares
Change 		Change in
Stake
TLCM
651
Twin Lakes Capital Management
California
$1.51M -$128K -746 -7%
GP
652
Greenline Partners
New York
$1.51M – – –
RBA
653
Richard Bernstein Advisors
New York
$1.5M – – –
LWM
654
LJI Wealth Management
Indiana
$1.5M +$257K +1,500 +18%
PTP
655
Platform Technology Partners
New York
$1.49M +$478K +2,788 +29%
NAS
656
Nicolet Advisory Services
Wisconsin
$1.49M -$185K -1,079 -10%
PH
657
Pinnacle Holdings
Oklahoma
$1.49M -$75.1K -438 -4%
MFG
658
Magnus Financial Group
New York
$1.48M +$33.3K +194 +2%
HWM
659
HB Wealth Management
Georgia
$1.48M -$504K -2,942 -23%
DFC
660
DB Fitzpatrick & Co
Idaho
$1.47M +$192K +1,119 +13%
PPWP
661
Premier Path Wealth Partners
New Jersey
$1.46M +$258K +1,504 +19%
MAS
662
Meeder Advisory Services
Ohio
$1.45M -$40.1K -234 -2%
RCAG
663
Rehmann Capital Advisory Group
Michigan
$1.45M +$27.1K +158 +2%
SWM
664
Sculati Wealth Management
Michigan
$1.45M -$21.6K -126 -1%
CCB
665
Country Club Bank
Missouri
$1.45M -$22.3K -130 -1%
XF
666
XML Financial
Maryland
$1.43M +$155K +906 +11%
HSA
667
HBK Sorce Advisory
Pennsylvania
$1.43M -$100K -584 -6%
DI
668
Diligent Investors
California
$1.43M +$3.43K +20 +0.2%
MFS
669
Madrona Financial Services
Washington
$1.42M +$114K +664 +8%
RP
670
Rowlandmiller & Partners
Georgia
$1.42M +$41.2K +240 +3%
ALAM
671
Asahi Life Asset Management
Japan
$1.42M +$103K +603 +7%
SCM
672
Stevens Capital Management
Pennsylvania
$1.42M +$1.6M +9,337 New
FTDI
673
First Trust Direct Indexing
Massachusetts
$1.41M -$408K -2,382 -20%
PAS
674
Park Avenue Securities
New York
$1.41M -$283K -1,652 -15%
PP
675
Pacifica Partners
Canada
$1.41M +$36K +210 +2%
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