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Name Holding Trade Value Shares
Change 		Change in
Stake
QT
801
Quantamental Technologies
New York
$201K -$66K -1,292 -24%
EDRH
802
Edmond de Rothschild Holding
Switzerland
$201K -$42.6K -834 -17%
LAI
803
Legal Advantage Investments
California
$201K +$204K +4,000 New
CAG
804
Csenge Advisory Group
Florida
$200K +$204K +3,987 New
WR
805
WD Rutherford
Oregon
$183K +$186K +3,644 New
MSFP
806
Mark Sheptoff Financial Planning
Connecticut
$181K – – –
BFEC
807
Benjamin F. Edwards & Company
Missouri
$176K -$44.9K -880 -20%
APP
808
Alpha Paradigm Partners
Illinois
$175K +$178K +3,492 New
TPCW
809
TD Private Client Wealth
New York
$174K +$13.9K +273 +9%
MIM
810
Meridiem Investment Management
United Kingdom
$165K +$167K +3,275 New
HPC
811
HM Payson & Co
Maine
$160K – – –
HIIFS
812
Harel Insurance Investments & Financial Services
Israel
$156K -$6.08K -119 -10%
APA
813
American Portfolios Advisors
New York
$155K +$5.05K +99 +3%
WTC
814
WhitTier Trust Company
Nevada
$148K -$8.37K -164 -5%
PWA
815
Phoenix Wealth Advisors
North Carolina
$147K +$149K +2,926 New
PWPS
816
Pinnacle Wealth Planning Services
Ohio
$142K +$144K +2,813 New
CIAS
817
CBIZ Investment Advisory Services
Ohio
$140K – – –
TC
818
Truvestments Capital
Florida
$136K +$139K +2,713 New
FF
819
FourThought Financial
Florida
$135K +$138K +2,697 New
JFGIW
820
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$133K -$30.8K -603 -19%
NIM
821
NuWave Investment Management
New Jersey
$129K +$129K +2,517 +5,593%
ADL
822
Asset Dedication LLC
California
$128K +$5.82K +114 +5%
NL
823
NKCFO LLC
Illinois
$126K – – –
BDWM
824
Brewin Dolphin Wealth Management
Ireland
$126K – – –
EAM
825
Eagle Asset Management
Florida
$122K -$4.13M -80,949 -96%
31 32
33
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