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CASY

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
701
Avestar Capital
New York
$333K -$6.51K -10 -2%
DC
702
Diametric Capital
Massachusetts
$330K +$296K +454 New
CAM
703
Claret Asset Management
Quebec, Canada
$329K – – –
TAM
704
Titleist Asset Management
Texas
$323K +$289K +443 New
WPC
705
Wedmont Private Capital
Pennsylvania
$319K -$22.1K -34 -7%
HBT
706
Hills Bank & Trust
Iowa
$317K -$6.51K -10 -2%
PCM
707
Prelude Capital Management
New York
$316K +$283K +434 New
DAS
708
Diversify Advisory Services
Utah
$316K -$263K -403 -50%
AC
709
Apella Capital
Connecticut
$309K +$267K +410 New
PFS
710
Prospera Financial Services
Texas
$307K +$275K +422 New
CCA
711
Checchi Capital Advisers
California
$306K +$15.6K +24 +6%
FWTB
712
First Western Trust Bank
Colorado
$305K -$1.95K -3 -0.7%
WANY
713
Wealthspire Advisors (New York)
New York
$304K -$227K -349 -46%
PPC
714
Park Place Capital
Alabama
$302K +$31.3K +48 +13%
ICA
715
Infrastructure Capital Advisors
New York
$301K -$489K -751 -65%
RIP
716
Reliant Investment Partners
North Carolina
$298K +$30K +46 +13%
SQA
717
Simon Quick Advisors
New Jersey
$297K -$10.4K -16 -4%
FCFC
718
First Citizens Financial Corp
Iowa
$296K – – –
FTEA
719
Forty-three Eighteen Advisors
Arkansas
$296K – – –
CFP
720
Curran Financial Partners
South Carolina
$291K – – –
FMII
721
Farmers & Merchants Investments Inc
Nebraska
$291K – – –
OCM
722
Orchard Capital Management
Illinois
$291K – – –
TAFW
723
Tred Avon Family Wealth
Maryland
$290K -$149K -229 -37%
RWA
724
Rooted Wealth Advisors
Illinois
$285K +$242K +371 New
OA
725
Oasis Advisors
Iowa
$284K +$254K +390 New
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