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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1301
Penserra Capital Management
California
$100K +$105K +9,886 +2,996%
IF
1302
IRON Financial
Illinois
$99.9K -$4.65K -436 -4%
JWM
1303
Jessup Wealth Management
Ohio
$99.3K -$672 -63 -0.6%
UPS
1304
UHLMANN PRICE SECURITIES
Illinois
$99K -$4.89K -459 -4%
HCA
1305
Heck Capital Advisors
Wisconsin
$93.2K +$100K +9,412 New
ADL
1306
Asset Dedication LLC
California
$92.4K -$10.7K -1,002 -10%
AF
1307
Advisornet Financial
Minnesota
$91.8K -$52.6K -4,936 -35%
BBHC
1308
Brown Brothers Harriman & Co
New York
$91.7K -$359K -33,665 -78%
OIA
1309
Optimum Investment Advisors
Illinois
$90.8K – – –
RFS
1310
Richardson Financial Services
Massachusetts
$89.3K -$18.7K -1,750 -16%
PWA
1311
Physician Wealth Advisors
Utah
$88.3K +$95.1K +8,916 New
RFA
1312
Register Financial Advisors
Georgia
$88.1K -$39.1K -3,662 -29%
SIC
1313
Salem Investment Counselors
North Carolina
$85.5K -$74.7K -7,000 -45%
CWP
1314
Concord Wealth Partners
Virginia
$83.1K -$4.37K -410 -5%
NSIM
1315
North Star Investment Management
Illinois
$83K -$53.4K -5,003 -37%
PFBT
1316
Parkside Financial Bank & Trust
Missouri
$82.9K -$2.65K -249 -3%
CPL
1317
Capital & Planning LLC
Georgia
$81.8K +$88.1K +8,260 New
CP
1318
Castleview Partners
Texas
$80.5K -$3.15K -295 -3%
NB
1319
NBT Bank
New York
$80.3K -$8.59K -805 -9%
SPF
1320
South Plains Financial
Texas
$79.1K +$85.2K +7,991 New
AA
1321
Addison Advisors
Vermont
$77.2K -$37.3K -3,494 -31%
HWP
1322
Highline Wealth Partners
California
$76.3K -$416K -39,011 -83%
GK
1323
Graney & King
New York
$75.5K +$81.3K +7,622 New
AA
1324
AlphaCentric Advisors
Puerto Rico
$75.1K -$3.36K -315 -4%
KFI
1325
Key Financial Inc
Pennsylvania
$73.9K – – –
51 52
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