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Broadridge
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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
551
Aaron Wealth Advisors
Illinois
$743K +$777K +3,118 New
TCWA
552
Turtle Creek Wealth Advisors
Texas
$742K +$108K +433 +16%
AAP
553
Arax Advisory Partners
Colorado
$741K +$481K +1,930 +163%
CAM
554
Creekmur Asset Management
Illinois
$739K -$281K -1,127 -27%
ALA
555
Atlas Legacy Advisors
California
$733K +$3.24K +13 +0.4%
KRSITF
556
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$730K -$29.1K -117 -4%
BFM
557
Boothbay Fund Management
New York
$726K +$29.6K +119 +4%
BAM
558
Blueshift Asset Management
New Jersey
$724K +$757K +3,039 New
CG
559
Clarus Group
Texas
$705K +$2.24K +9 +0.3%
QT
560
Quantbot Technologies
New York
$705K -$5.85M -23,477 -89%
MWM
561
MorganRosel Wealth Management
Colorado
$704K -$502K -2,015 -41%
SWK
562
Stephen W. Kidder
$703K – – –
LCWP
563
Legacy Capital Wealth Partners
Arkansas
$702K -$19.2K -77 -3%
BFA
564
Beaumont Financial Advisors
Massachusetts
$700K +$498 +2 +0.1%
WPC
565
Wedmont Private Capital
Pennsylvania
$691K +$67.2K +270 +10%
MIM
566
Morningstar Investment Management
Illinois
$691K +$723K +2,902 New
MLL
567
Moody Lynn & Lieberson
Massachusetts
$685K +$18.2K +73 +3%
BCM
568
Buckhead Capital Management
Georgia
$684K – – –
PIM
569
Plato Investment Management
Australia
$680K – – –
AWA
570
Arkadios Wealth Advisors
Georgia
$680K +$283K +1,137 +66%
JCM
571
Jacobi Capital Management
Pennsylvania
$677K +$9.21K +37 +1%
BAAM
572
Baker Avenue Asset Management
California
$676K +$120K +483 +20%
DAC
573
Dividend Assets Capital
South Carolina
$661K +$56K +225 +9%
WI
574
WBI Investments
New Jersey
$652K -$130K -523 -16%
CFA
575
CWS Financial Advisors
Michigan
$651K +$93.9K +377 +16%
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