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Name Holding Trade Value Shares
Change 		Change in
Stake
IA
526
Integrity Alliance
Iowa
$252K +$255K +3,684 New
HFS
527
Hantz Financial Services
Michigan
$247K +$66K +955 +36%
CAG
528
Crestwood Advisors Group
Massachusetts
$247K +$250K +3,608 New
CFM
529
Catalyst Funds Management
Australia
$246K +$249K +3,600 New
MOS
530
MGO One Seven
Ohio
$246K +$3.8K +55 +2%
USCWA
531
U.S. Capital Wealth Advisors
Texas
$245K +$37.4K +541 +18%
BP
532
Ballentine Partners
Massachusetts
$241K +$17.6K +254 +8%
BEW
533
Burton Enright Welch
California
$241K -$484 -7 -0.2%
VT
534
Vise Technologies
New York
$239K +$27.2K +393 +13%
DWT
535
Dorsey & Whitney Trust
South Dakota
$239K +$5.05K +73 +2%
VSQM
536
V-Square Quantitative Management
Illinois
$239K +$241K +3,491 New
LSA
537
Leonteq Securities AG
Switzerland
$238K +$72.5K +1,048 +43%
BPA
538
Beacon Pointe Advisors
California
$233K +$11.3K +163 +5%
UM
539
UniSuper Management
Australia
$233K – – –
DCM
540
DGS Capital Management
New Jersey
$230K -$147K -2,132 -39%
MMA
541
Miracle Mile Advisors
California
$227K +$17.1K +247 +8%
KIA
542
Knollwood Investment Advisory
Maryland
$226K – – –
PJWM
543
Philip James Wealth Mangement
Georgia
$223K -$43.4K -628 -16%
SOS
544
Silver Oak Securities
Tennessee
$223K +$484 +7 +0.2%
MFS
545
Mirabella Financial Services
United Kingdom
$223K +$226K +3,264 New
CAG
546
Csenge Advisory Group
Florida
$223K -$28.4K -410 -11%
FPW
547
Fairvoy Private Wealth
Alabama
$222K -$35.6K -515 -14%
AWM
548
Axxcess Wealth Management
California
$221K +$7.75K +112 +4%
CIM
549
Cambria Investment Management
California
$220K -$10.4K -150 -4%
TG
550
TCW Group
California
$219K +$221K +3,195 New
20 21
22
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