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Name Holding Trade Value Shares
Change 		Change in
Stake
HBT
751
Heartland Bank & Trust
Illinois
$254K -$2.98K -18 -1%
AWM
752
AE Wealth Management
Kansas
$253K -$107K -646 -32%
KWM
753
Kingsview Wealth Management
Oregon
$247K +$222K +1,341 New
EF
754
Empirical Finance
Pennsylvania
$247K +$221K +1,339 New
SCI
755
S&CO Inc
Massachusetts
$247K – – –
GCM
756
Greenland Capital Management
New York
$246K +$220K +1,333 New
KWM
757
Keebeck Wealth Management
Illinois
$244K +$219K +1,322 New
SAM
758
Stansberry Asset Management
Texas
$243K -$58.7K -355 -21%
AGP
759
Autumn Glory Partners
Texas
$243K +$218K +1,318 New
PCP
760
Proficio Capital Partners
Massachusetts
$243K +$218K +1,317 New
SA
761
Sincerus Advisory
New York
$243K +$218K +1,317 New
BWS
762
Buck Wealth Strategies
Colorado
$240K +$215K +1,303 New
SLT
763
St Louis Trust
Missouri
$237K +$201K +1,214 New
BGDI
764
BW Gestao de Investimentos
Brazil
$236K +$211K +1,277 New
EWA
765
EP Wealth Advisors
California
$234K +$210K +1,269 New
DC
766
Davenport & Co
Virginia
$234K +$210K +1,268 New
EH
767
Equitable Holdings
New York
$234K -$118K -716 -36%
WHG
768
Westwood Holdings Group
Texas
$232K +$208K +1,257 New
AF
769
Advisornet Financial
Minnesota
$228K +$34.7K +210 +20%
RS
770
R Squared
Hong Kong
$227K -$172K -1,043 -46%
SP
771
SmartHarvest Portfolios
Washington
$226K +$202K +1,224 New
SBFM
772
S-Bank Fund Management
Finland
$225K +$202K +1,222 New
CAM
773
Claret Asset Management
Quebec, Canada
$225K +$202K +1,221 New
BFA
774
Beaumont Financial Advisors
Massachusetts
$224K +$201K +1,214 New
WANY
775
Wealthspire Advisors (New York)
New York
$224K +$200K +1,212 New
29 30
31
32 33