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Factset
FDS

Name Holding Trade Value Shares
Change 		Change in
Stake
GDP
501
Great Diamond Partners
Maine
$315K +$15.3K +38 +5%
PCM
502
Parsons Capital Management
Rhode Island
$314K – – –
SCA
503
Stokes Capital Advisors
South Carolina
$312K – – –
AR
504
Apeiron RIA
Texas
$310K +$13.7K +34 +5%
RP
505
Rowlandmiller & Partners
Georgia
$309K -$32.3K -80 -9%
ONB
506
Old National Bancorp
Indiana
$308K -$39.9K -99 -11%
PI
507
PEAK6 Investments
Illinois
$308K -$505K -1,252 -62%
DFCM
508
Dark Forest Capital Management
Puerto Rico
$306K +$309K +765 New
HSA
509
HBK Sorce Advisory
Pennsylvania
$306K +$20.2K +50 +7%
DBIA
510
Dumont & Blake Investment Advisors
New Jersey
$302K -$2.02K -5 -0.7%
BAM
511
Blueshift Asset Management
New Jersey
$302K +$59.3K +147 +24%
MAP
512
Milestone Advisory Partners
North Carolina
$300K – – –
EF
513
Empirical Finance
Pennsylvania
$294K +$58.5K +145 +25%
O
514
Ossiam
France
$291K -$4.2M -10,402 -93%
LNWWM
515
Laird Norton Wetherby Wealth Management
California
$290K -$8.07K -20 -3%
IWM
516
IHT Wealth Management
Illinois
$289K +$290K +720 New
JF
517
Jump Financial
Illinois
$288K +$1.61K +4 +0.6%
TF
518
TIAA FSB
Florida
$285K -$8.07K -20 -3%
MFAM
519
Motley Fool Asset Management
Virginia
$282K +$284K +705 New
AC
520
Apella Capital
Connecticut
$282K +$284K +703 New
WJWM
521
Williams Jones Wealth Management
New York
$276K -$403 -1 -0.1%
SF
522
Synovus Financial
Georgia
$274K – – –
SS
523
Simplicity Solutions
Minnesota
$274K -$8.07K -20 -3%
BFG
524
Bleakley Financial Group
New Jersey
$274K -$1.21K -3 -0.4%
IGAM
525
iA Global Asset Management
Quebec, Canada
$273K +$275K +681 New
19 20
21
22 23