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Name Holding Trade Value Shares
Change 		Change in
Stake
HIM
526
Hillsdale Investment Management
Ontario, Canada
$683K +$32K +3,000 +5%
FFM
527
Forum Financial Management
Illinois
$680K +$154K +14,474 +27%
FSC
528
Full Sail Capital
Oklahoma
$678K – – –
FMWA
529
Forvis Mazars Wealth Advisors
Missouri
$677K -$534K -50,095 -42%
FFS
530
Founders Financial Securities
Maryland
$665K +$2.17K +203 +0.3%
JWA
531
JFS Wealth Advisors
Pennsylvania
$663K +$2.58K +242 +0.4%
CIA
532
Capital Investment Advisors
Georgia
$660K +$38.4K +3,599 +6%
IAS
533
Insigneo Advisory Services
Florida
$657K -$35.6K -3,336 -5%
NPF
534
Norris Perne & French
Michigan
$652K +$5.23K +490 +0.7%
CF
535
Centaurus Financial
California
$649K -$970 -91 -0.1%
MAS
536
Meeder Advisory Services
Ohio
$634K -$129K -12,061 -16%
CCG
537
Coastwise Capital Group
California
$634K +$33.4K +3,136 +5%
PIM
538
Profit Investment Management
Maryland
$631K -$30.1K -2,821 -4%
CPCPP
539
Canada Post Corporation Pension Plan
Canada
$630K +$679K +63,650 New
KFS
540
Keynote Financial Services
Connecticut
$627K -$23.2K -2,175 -3%
AB
541
Atlas Brown
Kentucky
$627K +$11.2K +1,047 +2%
MYAM
542
Meiji Yasuda Asset Management
Japan
$624K +$20.3K +1,905 +3%
HSA
543
Hussman Strategic Advisors
Maryland
$624K +$672K +63,000 New
PNC
544
Park National Corp
Ohio
$621K -$509K -47,715 -43%
AC
545
AlphaCore Capital
California
$616K -$76.8K -7,203 -10%
TSS
546
Two Sigma Securities
New York
$614K -$390K -36,562 -37%
PA
547
Parallel Advisors
California
$611K -$17.1K -1,603 -3%
IA
548
Insight Advisors
Pennsylvania
$609K -$672 -63 -0.1%
MG
549
Marex Group
$606K -$16.4K -1,541 -2%
KA
550
Kovack Advisors
Florida
$606K -$800 -75 -0.1%
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