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Factset
FDS

Name Holding Trade Value Shares
Change 		Change in
Stake
MAS
551
Meeder Advisory Services
Ohio
$223K -$81K -212 -21%
BC
552
Burney Company
Virginia
$222K -$189K -494 -39%
AAM
553
Aureus Asset Management
Massachusetts
$222K – – –
MSFS
554
Main Street Financial Solutions
Pennsylvania
$221K -$27.5K -72 -9%
CWP
555
Curated Wealth Partners
California
$221K +$3.44K +9 +1%
DAS
556
Diversify Advisory Services
Utah
$220K -$158K -413 -33%
NWAG
557
Net Worth Advisory Group
Utah
$220K +$293K +766 New
SAM
558
Strategy Asset Managers
California
$216K -$2.67K -7 -0.9%
MSE
559
MUFG Securities EMEA
United Kingdom
$207K +$234K +612 +546%
FW
560
FullCircle Wealth
Texas
$205K +$79.8K +209 +37%
GLA
561
Great Lakes Advisors
Illinois
$203K -$2.29K -6 -0.8%
BFW
562
Brady Family Wealth
Missouri
$202K +$3.82K +10 +1%
ECM
563
Evergreen Capital Management
Washington
$202K +$270K +706 New
MGIA
564
Moneta Group Investment Advisors
Missouri
$201K +$4.2K +11 +2%
PCM
565
Parsons Capital Management
Rhode Island
$201K – – –
DE
566
Diversified Enterprises
Delaware
$200K – – –
VI
567
Vestcor Inc
New Brunswick, Canada
$200K – – –
IA
568
IFP Advisors
Florida
$195K +$99.3K +260 +62%
RP
569
Rowlandmiller & Partners
Georgia
$192K – – –
WSFS
570
Wilmington Savings Fund Society
Delaware
$186K -$169K -443 -41%
ETC
571
Exchange Traded Concepts
Oklahoma
$184K +$103K +269 +72%
AMI
572
Amica Mutual Insurance
Rhode Island
$182K +$243K +637 New
CPCPP
573
Canada Post Corporation Pension Plan
Canada
$180K – – –
GI
574
GAMMA Investing
California
$176K -$189K -494 -45%
SFI
575
Siemens Fonds Invest
Germany
$175K -$3.06K -8 -1%
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