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CASY

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
526
Atomi Financial Group
New York
$219K +$19.8K +53 +10%
ICA
527
Infrastructure Capital Advisors
New York
$218K +$217K +579 New
DAS
528
Diversify Advisory Services
Utah
$217K -$138K -370 -40%
BTI
529
Blue Trust Inc
Georgia
$216K +$81.1K +217 +62%
ASN
530
Advisory Services Network
Georgia
$215K – – –
CWA
531
Clarus Wealth Advisors
Arizona
$213K +$7.48K +20 +4%
JWCA
532
J.W. Coons Advisors
Ohio
$212K – – –
UCFA
533
United Capital Financial Advisors
Texas
$211K -$10.8K -29 -5%
ACL
534
Applied Capital LLC
Florida
$211K +$210K +561 New
GL
535
Graypoint LLC
New York
$210K +$209K +560 New
QCM
536
QRG Capital Management
Illinois
$209K +$208K +557 New
ECM
537
Evergreen Capital Management
Washington
$209K +$208K +556 New
BBHC
538
Brown Brothers Harriman & Co
New York
$207K +$4.49K +12 +2%
WTB
539
Washington Trust Bank
Washington
$204K – – –
SBIA
540
Sheaff Brock Investment Advisors
Indiana
$203K – – –
ECM
541
Elgethun Capital Management
South Dakota
$202K – – –
FHA
542
First Horizon Advisors
Tennessee
$202K +$1.12K +3 +0.6%
JSW
543
Journey Strategic Wealth
New Jersey
$202K +$1.12K +3 +0.6%
JWCA
544
J.W. Cole Advisors
Florida
$201K +$200K +536 New
AF
545
Allworth Financial
California
$193K -$2.62K -7 -1%
CFGS
546
Concourse Financial Group Securities
Alabama
$181K -$17.2K -46 -9%
GC
547
Globeflex Capital
California
$177K – – –
FNWA
548
Financial Network Wealth Advisors
Utah
$175K -$7.48K -20 -4%
PPC
549
Park Place Capital
Alabama
$172K +$141K +378 +467%
RCM
550
Ravenstone Capital Management
$169K – – –
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