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Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
526
Plato Investment Management
Australia
$770K +$175K +15,145 +30%
QCM
527
QRG Capital Management
Illinois
$770K -$2.72M -236,110 -79%
CIA
528
Capital Investment Advisors
Georgia
$767K +$9.49K +824 +1%
DAS
529
Dynamic Advisor Solutions
Arizona
$765K -$2.23K -194 -0.3%
BFWM
530
Bright Futures Wealth Management
New York
$763K +$735K +63,823 New
IIC
531
Integrated Investment Consultants
Michigan
$749K +$2.96K +257 +0.4%
MCM
532
Mainstay Capital Management
Michigan
$746K -$719K -62,394 -50%
DAS
533
Diversify Advisory Services
Utah
$745K +$3.12K +271 +0.5%
JWA
534
JFS Wealth Advisors
Pennsylvania
$738K +$5.5K +477 +0.8%
SEIA
535
Signature Estate & Investment Advisors
California
$737K -$18.3K -1,584 -3%
SAG
536
SageView Advisory Group
California
$735K +$115 +10 +0%
JSW
537
Journey Strategic Wealth
New Jersey
$732K +$84.9K +7,372 +14%
FSA
538
Fort Sheridan Advisors
Illinois
$729K – – –
PA
539
Profund Advisors
Maryland
$727K -$16.1K -1,400 -2%
KA
540
Kovack Advisors
Florida
$721K -$10.8K -935 -2%
NSEDCP
541
NJ State Employees Deferred Compensation Plan
New Jersey
$718K – – –
GWMR
542
GC Wealth Management RIA
Massachusetts
$717K +$499K +43,293 +260%
FFN
543
Focus Financial Network
Minnesota
$716K -$46.3K -4,016 -6%
SAM
544
Secure Asset Management
Michigan
$716K -$179K -15,531 -21%
IA
545
Insight Advisors
Pennsylvania
$713K -$21.9K -1,898 -3%
PA
546
Parallel Advisors
California
$712K -$95K -8,245 -12%
XT
547
XTX Topco
Cayman Islands
$709K +$683K +59,297 New
BB
548
Burford Brothers
Texas
$709K +$5.36K +465 +0.8%
WI
549
Westbourne Investments
Virginia
$708K +$36.9K +3,200 +6%
PVI
550
Pine Valley Investments
New Jersey
$704K +$56.9K +4,939 +9%
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