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Name Holding Trade Value Shares
Change 		Change in
Stake
CPWA
626
Cerro Pacific Wealth Advisors
California
$662K +$593K +44,578 New
OIA
627
OneDigital Investment Advisors
Kansas
$659K -$86.9K -6,538 -13%
AIA
628
Armor Investment Advisors
North Carolina
$657K -$16K -1,200 -3%
OSAM
629
O'Shaughnessy Asset Management
Connecticut
$655K +$250K +18,775 +74%
GT
630
Greenleaf Trust
Michigan
$654K +$37.7K +2,833 +7%
VFA
631
Valeo Financial Advisors
Indiana
$649K -$60.5K -4,550 -9%
SB
632
Strategic Blueprint
Georgia
$649K +$62.8K +4,721 +12%
CPA
633
Clear Perspective Advisors
Illinois
$649K +$89.4K +6,724 +18%
SC
634
Shay Capital
New York
$649K +$315K +23,700 +119%
AWM
635
Apollon Wealth Management
South Carolina
$645K -$280K -21,040 -33%
T
636
TRUADVICE
Florida
$641K +$618K +46,474 New
KA
637
Kintegral Advisory
New York
$635K – – –
DILIC
638
Dai-ichi Life Insurance Company
Japan
$634K – – –
CI
639
Conning Inc
Connecticut
$632K -$61.1K -4,594 -10%
TFGT
640
TS Financial Group (TSFG)
Illinois
$627K +$9.31K +700 +2%
DPIM
641
Duff & Phelps Investment Management
Illinois
$626K -$46.5K -3,500 -8%
SIA
642
Strategic Investment Advisors
Michigan
$624K +$162K +12,155 +41%
PA
643
Planning Alternatives
Michigan
$623K -$7.47K -562 -1%
SAM
644
Secure Asset Management
Michigan
$620K -$69.6K -5,236 -11%
CAM
645
Carret Asset Management
New York
$620K +$555K +41,753 New
SIM
646
Sentry Investment Management
Wisconsin
$616K – – –
CCMT
647
CMT Capital Markets Trading
Germany
$613K -$6.95M -522,750 -93%
SFI
648
Siemens Fonds Invest
Germany
$611K -$6.49K -488 -1%
SC
649
Searle & Co
Connecticut
$609K – – –
NFC
650
Northeast Financial Consultants
Connecticut
$608K – – –
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