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Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
776
Beacon Financial Advisory
Ohio
$746K -$57.8K -355 -7%
EAM
777
Evanson Asset Management
California
$745K +$827K +5,080 New
IWC
778
Integrated Wealth Concepts
Massachusetts
$743K -$4.07M -25,001 -83%
B
779
Bailard
California
$736K -$691K -4,242 -46%
PIM
780
Plato Investment Management
Australia
$735K -$104K -641 -11%
RCA
781
Resonant Capital Advisors
Wisconsin
$733K +$221K +1,358 +37%
MA
782
MYDA Advisors
New York
$733K – – –
LC
783
Longitude (Cayman)
Cayman Islands
$733K +$814K +5,000 New
HIIFS
784
Harel Insurance Investments & Financial Services
Israel
$730K +$50.5K +310 +7%
OWM
785
Orca Wealth Management
Florida
$729K +$18.6K +114 +3%
JWM
786
Jeppson Wealth Management
California
$727K -$977 -6 -0.1%
X
787
Xponance
Pennsylvania
$724K +$25.1K +154 +3%
PGFC
788
Peapack-Gladstone Financial Corp
New Jersey
$721K +$193K +1,188 +32%
CF
789
Centaurus Financial
California
$720K -$494K -3,031 -38%
RRWA
790
Rainey & Randall Wealth Advisors
Florida
$719K – – –
VFA
791
Valeo Financial Advisors
Indiana
$719K -$22.5K -138 -3%
PWPS
792
Pinnacle Wealth Planning Services
Ohio
$719K -$30.5K -187 -4%
CFLC
793
California First Leasing Corp
California
$718K – – –
EWA
794
Evolution Wealth Advisors
Florida
$716K -$33.7K -207 -4%
GAAM
795
Guinness Atkinson Asset Management
California
$713K – – –
CNWM
796
Clay Northam Wealth Management
California
$705K -$9.28K -57 -1%
SAM
797
Silvercrest Asset Management
New York
$704K +$430K +2,641 +122%
EGM
798
Engineers Gate Manager
New York
$702K +$780K +4,788 New
AM
799
AGF Management
Ontario, Canada
$699K +$10.7K +66 +1%
TFIPS
800
Towarzystwo Funduszy Inwestycyjnych PZU SA
$696K +$774K +4,750 New
30 31
32
33 34