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Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
726
Pure Financial Advisors
California
$279K – – –
T
727
TOBAM
France
$277K – – –
EWA
728
EP Wealth Advisors
California
$272K +$754K +6,236 +55%
GT
729
Glenview Trust
Kentucky
$268K -$363 -3 -0.1%
CW
730
Channel Wealth
California
$267K -$8.59K -71 -3%
CIP
731
Capital Insight Partners
Arizona
$267K +$252K +2,080 New
DFCM
732
Dark Forest Capital Management
Puerto Rico
$267K +$251K +2,079 New
AGAM
733
Audent Global Asset Management
California
$265K – – –
TIMH
734
Tilt Investment Management Holdings
New York
$263K – – –
CI
735
Conning Inc
Connecticut
$260K -$43.5K -360 -15%
IA
736
IFP Advisors
Florida
$258K +$116K +957 +91%
BBA
737
Baader Bank Aktiengesellschaft
Germany
$258K +$243K +2,012 New
CGA
738
Crescent Grove Advisors
Illinois
$257K +$242K +2,002 New
BFS
739
Bard Financial Services
Connecticut
$257K – – –
PIMJS
740
PKO Investment Management Joint-Stock
Poland
$257K -$242K -2,000 -50%
LWCFA
741
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$255K – – –
RBCM
742
Raub Brock Capital Management
California
$254K – – –
AC
743
Avestar Capital
New York
$253K +$11.7K +97 +5%
PPC
744
Park Place Capital
Alabama
$250K +$3.63K +30 +2%
CFP
745
Catalyst Financial Partners
Massachusetts
$250K +$22.3K +184 +10%
BL
746
Balentine LLC
Georgia
$249K +$234K +1,937 New
ATPW
747
Ashton Thomas Private Wealth
Arizona
$249K +$234K +1,937 New
ATC
748
Argent Trust Co
Tennessee
$245K -$9.31K -77 -4%
SP
749
Symmetry Partners
Connecticut
$242K – – –
PFBT
750
Parkside Financial Bank & Trust
Missouri
$240K +$12.5K +103 +6%
28 29
30
31 32