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Name Holding Trade Value Shares
Change 		Change in
Stake
HIP
701
HUB Investment Partners
Texas
$328K -$13.3K -200 -4%
MW
702
Maia Wealth
Colorado
$322K +$2.87K +43 +0.9%
CCAL
703
City Center Advisors LLC
Michigan
$320K +$26.7K +400 +9%
NP
704
NorthRock Partners
Minnesota
$320K +$7.26K +109 +2%
FFM
705
Forum Financial Management
Illinois
$319K +$2.47K +37 +0.8%
CGL
706
Clarius Group LLC
Washington
$319K -$101K -1,520 -24%
ISL
707
Ingalls & Snyder LLC
New York
$319K -$8.22M -123,372 -96%
DC
708
Davenport & Co
Virginia
$319K -$66.6K -1,000 -18%
A
709
AlphaQuest
New York
$319K +$119K +1,780 +61%
LFAS
710
Level Four Advisory Services
Texas
$318K -$36.7K -551 -10%
AIP
711
Ameritas Investment Partners
Nebraska
$316K – – –
OWA
712
One Wealth Advisors
California
$316K -$30.1K -452 -9%
CM
713
Columbus Macro
Pennsylvania
$313K -$12.5K -187 -4%
LA
714
LVW Advisors
New York
$312K -$7.73K -116 -2%
FFA
715
Farther Finance Advisors
California
$312K -$30.9K -464 -9%
EDRH
716
Edmond de Rothschild Holding
Switzerland
$312K – – –
DTL
717
Dynamic Technology Lab
Singapore
$311K +$306K +4,595 New
FMLI
718
Fukoku Mutual Life Insurance
Japan
$310K – – –
DSC
719
Duncker Streett & Co
Missouri
$308K – – –
ETC
720
Exchange Traded Concepts
Oklahoma
$308K -$31.4K -471 -9%
GIA
721
Gateway Investment Advisers
Ohio
$306K +$27.1K +407 +10%
BC
722
Belmont Capital
California
$304K +$24.8K +372 +9%
HAM
723
Hickory Asset Management
Ohio
$304K -$10.1K -151 -3%
IAA
724
Independent Advisor Alliance
North Carolina
$304K -$958K -14,367 -76%
FIA
725
Foundations Investment Advisors
Arizona
$301K -$26.1K -392 -8%
27 28
29
30 31