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Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
901
Industrial Alliance Investment Management
Quebec, Canada
$435K +$534K +3,666 New
RCAG
902
Rehmann Capital Advisory Group
Michigan
$434K +$271K +1,859 +103%
CSI
903
Cross Staff Investments
New York
$431K +$528K +3,625 New
FTDI
904
First Trust Direct Indexing
Massachusetts
$430K -$256K -1,756 -33%
NL
905
NWAM LLC
Washington
$430K -$241K -1,658 -31%
JIC
906
Joel Isaacson & Co
New York
$426K -$278K -1,909 -35%
OFS
907
OneAscent Financial Services
Alabama
$426K +$152K +1,041 +41%
CFD
908
Creative Financial Designs
Indiana
$423K -$181K -1,241 -26%
FHC
909
First Heartland Consultants
Missouri
$423K -$107K -733 -17%
DFG
910
Demars Financial Group
Washington
$421K -$43.7K -300 -8%
SAM
911
Sabadell Asset Management
Spain
$420K -$2.23M -15,339 -83%
HI
912
Harbour Investments
Wisconsin
$420K -$950K -6,524 -65%
IC
913
Intersect Capital
California
$420K -$217K -1,487 -30%
PSUF
914
People's United Financial
Connecticut
$419K -$299K -2,054 -37%
FB
915
Fulton Bank
Pennsylvania
$419K -$103K -706 -17%
CA
916
Cullinan Associates
Kentucky
$419K +$117K +800 +29%
IRC
917
Investors Research Corp
Georgia
$418K -$72.8K -500 -12%
BWP
918
Baldwin Wealth Partners
Massachusetts
$417K -$14.6K -100 -3%
MAM
919
Mystic Asset Management
Rhode Island
$417K +$512K +3,515 New
NHC
920
Nicholas Hoffman & Company
Georgia
$415K -$459K -3,149 -47%
AAS
921
Ameritas Advisory Services
Nebraska
$414K +$507K +3,481 New
AWM
922
Apollon Wealth Management
South Carolina
$413K -$330K -2,265 -39%
PWP
923
Principle Wealth Partners
Connecticut
$410K +$146 +1 +0%
HWM
924
HB Wealth Management
Georgia
$410K +$502K +3,449 New
QCG
925
Quadrant Capital Group
Ohio
$409K -$266K -1,828 -35%
35 36
37
38 39