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CASY

Name Holding Trade Value Shares
Change 		Change in
Stake
CWG
751
Cornerstone Wealth Group
North Carolina
$388K -$2.42K -3 -0.6%
CCA
752
Checchi Capital Advisers
California
$385K +$51.6K +64 +15%
AA
753
Advisory Advocates
Michigan
$384K -$921K -1,143 -70%
VSQM
754
V-Square Quantitative Management
Illinois
$384K +$263K +327 +210%
TAM
755
Titleist Asset Management
Texas
$383K +$31.4K +39 +9%
SW
756
StrongBox Wealth
Missouri
$382K +$388K +481 New
PA
757
Profund Advisors
Maryland
$381K -$360K -447 -48%
SQA
758
Simon Quick Advisors
New Jersey
$381K +$57.2K +71 +17%
KCM
759
Kathmere Capital Management
Pennsylvania
$381K +$74.1K +92 +24%
IWA
760
Icon Wealth Advisors
Texas
$380K -$4.03K -5 -1%
SWP
761
Summit Wealth Partners
Florida
$380K – – –
PP
762
PDS Planning
Ohio
$379K -$10.5K -13 -3%
CBT
763
Crews Bank & Trust
Florida
$379K – – –
AC
764
Avestar Capital
New York
$379K +$16.1K +20 +4%
CFCI
765
Comprehensive Financial Consultants Institutional
Indiana
$375K – – –
PCM
766
Prelude Capital Management
New York
$374K +$29.8K +37 +9%
PWS
767
Precision Wealth Strategies
Missouri
$374K +$806 +1 +0.2%
LFS
768
Legacy Financial Strategies
Kansas
$373K – – –
BPA
769
Beacon Pointe Advisors
California
$372K +$108K +134 +40%
VWM
770
Venturi Wealth Management
Texas
$369K -$76.5K -95 -17%
WPC
771
Wedmont Private Capital
Pennsylvania
$367K +$22.6K +28 +7%
BTI
772
Blue Trust Inc
Georgia
$363K -$12.9K -16 -3%
MB
773
MidFirst Bank
Oklahoma
$363K – – –
DFCM
774
Dark Forest Capital Management
Puerto Rico
$363K +$368K +457 New
FRA
775
Frank Rimerman Advisors
California
$355K +$360K +447 New
29 30
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