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Name Holding Trade Value Shares
Change 		Change in
Stake
IF
1226
Intrua Financial
Texas
$830K +$18.8K +289 +2%
CSPIA
1227
Cary Street Partners Investment Advisory
Virginia
$828K -$5.2M -79,925 -87%
CAAS
1228
Capital Asset Advisory Services
Michigan
$828K +$95K +1,461 +14%
MFP
1229
Meridian Financial Partners
Virginia
$827K +$5.92K +91 +0.8%
MA
1230
MONECO Advisors
Connecticut
$825K +$234K +3,603 +49%
GIA
1231
Guyasuta Investment Advisors
Pennsylvania
$824K +$5.2K +80 +0.7%
JFGIW
1232
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$823K -$102K -1,561 -11%
LOAME
1233
Lombard Odier Asset Management (Europe)
United Kingdom
$822K +$31K +476 +4%
CQS
1234
Credential Qtrade Securities
$820K -$14.6K -224 -2%
SACTSONJ
1235
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$820K – – –
DWA
1236
Douglass Winthrop Advisors
New York
$820K +$6.5K +100 +0.8%
CPIG
1237
Chicago Partners Investment Group
Illinois
$820K +$96.6K +1,485 +16%
EH
1238
Employers Holdings
Nevada
$819K – – –
MF
1239
Magnetar Financial
Illinois
$816K +$525K +8,064 +208%
CFD
1240
Creative Financial Designs
Indiana
$815K +$11.2K +172 +1%
RWA
1241
Ropes Wealth Advisors
Massachusetts
$815K +$168K +2,578 +28%
IB
1242
Intrust Bank
Kansas
$813K -$10.7K -164 -1%
AWP
1243
Accretive Wealth Partners
New Jersey
$813K +$774K +11,900 New
CMANY
1244
Capital Management Associates (New York)
New York
$811K +$325K +5,000 +73%
SRAM
1245
Spouting Rock Asset Management
Pennsylvania
$811K +$773K +11,879 New
AWM
1246
Aevitas Wealth Management
Massachusetts
$799K +$104K +1,595 +16%
PGIM
1247
Pacific Global Investment Management
California
$796K -$10.7K -164 -1%
VIM
1248
Vista Investment Management
Pennsylvania
$792K -$23.4K -360 -3%
GFS
1249
GYL Financial Synergies
Connecticut
$791K -$13.3K -204 -2%
MC
1250
Mathes Company
New York
$785K – – –
48 49
50
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