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CAG

Name Holding Trade Value Shares
Change 		Change in
Stake
IHL
426
Investment House LLC
California
$473K +$487K +13,025 New
IAA
427
Independent Advisor Alliance
North Carolina
$467K -$28.5K -762 -6%
AF
428
Advisornet Financial
Minnesota
$460K +$142K +3,800 +43%
MYLI
429
Meiji Yasuda Life Insurance
Japan
$459K +$12.1K +324 +3%
LI
430
Lafayette Investments
Maryland
$455K +$468K +12,500 New
KRSITF
431
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$454K -$30.7K -820 -6%
LNWWM
432
Laird Norton Wetherby Wealth Management
California
$454K +$87.5K +2,339 +23%
AAS
433
Avantax Advisory Services
Texas
$451K -$486 -13 -0.1%
CK
434
Cohen Klingenstein
New York
$451K – – –
LKIM
435
Lawson Kroeker Investment Management
Nebraska
$451K – – –
B
436
BP
United Kingdom
$450K -$201K -5,373 -30%
WS
437
Wedbush Securities
California
$450K -$189K -5,061 -29%
IA
438
IFP Advisors
Florida
$447K -$1.01M -27,002 -68%
ACM
439
AlphaStar Capital Management
North Carolina
$447K +$1.91K +51 +0.4%
WCM
440
Weld Capital Management
New York
$438K +$450K +12,034 New
BRWA
441
B. Riley Wealth Advisors
Florida
$437K -$10K -268 -2%
HI
442
Horizon Investments
North Carolina
$433K -$305K -8,146 -40%
CP
443
Camelot Portfolios
Ohio
$429K +$441K +11,779 New
NFG
444
Next Financial Group
Texas
$414K +$3.82K +102 +0.9%
CM
445
Caption Management
Oklahoma
$414K +$427K +11,400 New
HC
446
Hourglass Capital
Texas
$413K – – –
LSA
447
Leonteq Securities AG
Switzerland
$412K +$71.2K +1,902 +20%
AC
448
Allstate Corporation
Illinois
$410K -$200K -5,344 -32%
WA
449
Wealth Alliance
New York
$404K -$3.07K -82 -0.7%
FTDI
450
First Trust Direct Indexing
Massachusetts
$390K +$202K +5,401 +101%
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