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Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
576
Soltis Investment Advisors
Utah
$220K +$219K +2,640 New
EFSCE
577
Enterprise Financial Services Corp (EFSC)
Missouri
$218K +$217K +2,613 New
MHR
578
Matthew Hamilton Rosenberg
$218K +$17K +205 +9%
LI
579
LRI Investments
Florida
$217K +$7.05K +85 +3%
SC
580
Schubert & Co
Texas
$217K +$216K +2,605 New
OL
581
Optas LLC
Texas
$217K +$216K +2,603 New
IF
582
Intrua Financial
Texas
$216K +$216K +2,598 New
ICP
583
Interchange Capital Partners
Pennsylvania
$215K +$215K +2,586 New
AWA
584
Acorn Wealth Advisors
Michigan
$215K +$214K +2,579 New
DWM
585
Drive Wealth Management
Utah
$214K +$213K +2,564 New
HSA
586
HBK Sorce Advisory
Pennsylvania
$213K – – –
AGC
587
August Group Capital
$213K +$213K +2,562 New
CAM
588
Cresset Asset Management
Illinois
$213K -$174K -2,093 -45%
CWM
589
Compass Wealth Management
Connecticut
$212K +$212K +2,550 New
SC
590
Sepio Capital
Utah
$212K +$211K +2,541 New
FB
591
Fulton Bank
Pennsylvania
$212K +$211K +2,540 New
DAS
592
Dynamic Advisor Solutions
Arizona
$212K +$211K +2,540 New
CA
593
CoreCap Advisors
Michigan
$210K +$46.3K +558 +28%
FNBOO
594
First National Bank of Omaha
Nebraska
$210K +$213K +2,564 New
NB
595
Nicolet Bankshares
Wisconsin
$208K +$208K +2,500 New
NPT
596
National Philanthropic Trust
Pennsylvania
$206K +$206K +2,476 New
OIA
597
OneDigital Investment Advisors
Kansas
$206K +$205K +2,473 New
KBFS
598
Kohmann Bosshard Financial Services
Ohio
$205K +$204K +2,458 New
JG
599
Jain Global
New York
$204K -$346K -4,169 -63%
FLPIM
600
F.L. Putnam Investment Management
Massachusetts
$203K +$202K +2,439 New
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