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Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
526
Dynamic Advisor Solutions
Arizona
$684K -$355K -33,334 -33%
HIM
527
Hillsdale Investment Management
Ontario, Canada
$683K +$32K +3,000 +5%
FFM
528
Forum Financial Management
Illinois
$680K +$154K +14,474 +27%
FSC
529
Full Sail Capital
Oklahoma
$678K – – –
FMWA
530
Forvis Mazars Wealth Advisors
Missouri
$677K -$534K -50,095 -42%
FFS
531
Founders Financial Securities
Maryland
$665K +$2.17K +203 +0.3%
JWA
532
JFS Wealth Advisors
Pennsylvania
$663K +$2.58K +242 +0.4%
CIA
533
Capital Investment Advisors
Georgia
$660K +$38.4K +3,599 +6%
IAS
534
Insigneo Advisory Services
Florida
$657K -$35.6K -3,336 -5%
NPF
535
Norris Perne & French
Michigan
$652K +$5.23K +490 +0.7%
CF
536
Centaurus Financial
California
$649K -$970 -91 -0.1%
MAS
537
Meeder Advisory Services
Ohio
$634K -$129K -12,061 -16%
CCG
538
Coastwise Capital Group
California
$634K +$33.4K +3,136 +5%
PIM
539
Profit Investment Management
Maryland
$631K -$30.1K -2,821 -4%
CPCPP
540
Canada Post Corporation Pension Plan
Canada
$630K +$679K +63,650 New
KFS
541
Keynote Financial Services
Connecticut
$627K -$23.2K -2,175 -3%
AB
542
Atlas Brown
Kentucky
$627K +$11.2K +1,047 +2%
MYAM
543
Meiji Yasuda Asset Management
Japan
$624K +$20.3K +1,905 +3%
HSA
544
Hussman Strategic Advisors
Maryland
$624K +$672K +63,000 New
PNC
545
Park National Corp
Ohio
$621K -$509K -47,715 -43%
AC
546
AlphaCore Capital
California
$616K -$76.8K -7,203 -10%
TSS
547
Two Sigma Securities
New York
$614K -$390K -36,562 -37%
PA
548
Parallel Advisors
California
$611K -$17.1K -1,603 -3%
IA
549
Insight Advisors
Pennsylvania
$609K -$672 -63 -0.1%
MG
550
Marex Group
$606K -$16.4K -1,541 -2%
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