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Name Holding Trade Value Shares
Change 		Change in
Stake
I
501
InceptionR
California
$873K +$946K +82,664 New
HAM
502
Hedges Asset Management
Nevada
$857K +$137K +12,000 +17%
FTDI
503
First Trust Direct Indexing
Massachusetts
$854K -$283K -24,775 -23%
PA
504
Profund Advisors
Maryland
$852K +$66.2K +5,785 +8%
GFA
505
Gallagher Fiduciary Advisors
Illinois
$848K +$20.4K +1,783 +2%
SF
506
Synovus Financial
Georgia
$846K -$462K -40,391 -34%
SAI
507
Systematic Alpha Investments
New Jersey
$844K – – –
AWM
508
Angeles Wealth Management
California
$842K +$5.43K +475 +0.6%
FTWA
509
Fifth Third Wealth Advisors
Ohio
$820K +$273K +23,822 +44%
AWM
510
Avior Wealth Management
Nebraska
$820K +$159K +13,900 +22%
SEIA
511
Signature Estate & Investment Advisors
California
$817K -$137 -12 -0%
MLM
512
Mount Lucas Management
Pennsylvania
$813K -$1.29M -113,135 -60%
FPAS
513
Focus Partners Advisor Solutions
Missouri
$810K +$45.6K +3,986 +5%
CIM
514
CIM Investment Management
Pennsylvania
$808K -$15.4K -1,344 -2%
VIP
515
Vista Investment Partners
Oklahoma
$806K -$572 -50 -0.1%
MAS
516
Meeder Advisory Services
Ohio
$804K -$140K -12,205 -14%
SCA
517
Snowden Capital Advisors
New York
$804K -$476K -41,626 -35%
AS
518
AM Squared
Hong Kong
$803K +$733K +64,100 +536%
FPGT
519
Financial Partners Group (Tennessee)
Tennessee
$800K +$66.4K +5,803 +8%
LFAS
520
Level Four Advisory Services
Texas
$798K -$5.69M -497,550 -87%
EA
521
Ergawealth Advisors
Illinois
$792K -$11.1K -967 -1%
9WM
522
9258 Wealth Management
Ohio
$782K +$31.1K +2,718 +4%
JWCA
523
J.W. Cole Advisors
Florida
$782K -$30.8K -2,695 -4%
CFFP
524
Center for Financial Planning
Michigan
$779K -$13.9K -1,216 -2%
EI
525
Ethic Inc
New York
$774K -$3.65K -319 -0.5%
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