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Name Holding Trade Value Shares
Change 		Change in
Stake
IC
576
IEQ Capital
California
$592K -$393K -16,080 -39%
GPI
577
General Partner Inc
Pennsylvania
$588K +$607K +24,840 New
CNC
578
Canandaigua National Corp
New York
$586K – – –
AM
579
AGF Management
Ontario, Canada
$583K +$602K +24,628 New
NFG
580
Nations Financial Group
Iowa
$578K -$6.11K -250 -1%
EMG
581
ETF Managers Group
New Jersey
$574K +$24.2K +990 +4%
H
582
HoyleCohen
California
$568K – – –
PFO
583
Pathstone Family Office
New Jersey
$567K +$337K +13,798 +65%
EFS
584
Essex Financial Services
Connecticut
$567K +$5.18K +212 +0.9%
LC
585
Lindbrook Capital
California
$566K +$17.3K +706 +3%
HWMA
586
Heritage Wealth Management (Arizona)
Arizona
$566K +$295K +12,066 +102%
RT
587
Rockland Trust
Massachusetts
$563K -$2.93K -120 -0.5%
EWM
588
Endurance Wealth Management
Rhode Island
$563K – – –
FLPIM
589
F.L. Putnam Investment Management
Massachusetts
$561K -$18.2K -744 -3%
IA
590
IFP Advisors
Florida
$561K -$25.8K -1,054 -5%
RG
591
Rathbones Group
United Kingdom
$559K -$28.5K -1,166 -5%
TW
592
TrinityPoint Wealth
Connecticut
$540K +$30.6K +1,252 +6%
FTDI
593
First Trust Direct Indexing
Massachusetts
$539K -$18.1K -742 -3%
HIA
594
Harbor Investment Advisory
Maryland
$535K +$26.4K +1,080 +5%
FIM
595
Freedom Investment Management
Connecticut
$532K +$31.9K +1,306 +6%
LWCFA
596
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$532K – – –
FHA
597
Flagship Harbor Advisors
Massachusetts
$530K +$13.8K +566 +3%
BMCM
598
Bryn Mawr Capital Management
Pennsylvania
$530K +$548K +22,400 New
KI
599
Kula Investments
Illinois
$527K +$545K +22,292 New
GC
600
Gratus Capital
Georgia
$525K -$61.1K -2,498 -10%
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