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Factset
FDS

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
576
Ascent Group
Virginia
$207K +$200K +714 New
PFPG
577
Pinnacle Financial Partners (Georgia)
Georgia
$205K +$198K +707 New
PCM
578
Prelude Capital Management
New York
$205K +$198K +706 New
PCM
579
Parsons Capital Management
Rhode Island
$203K – – –
IQI
580
Integrated Quantitative Investments
Washington
$203K +$197K +700 New
HIA
581
Harbor Investment Advisory
Maryland
$203K -$47.4K -169 -19%
BFW
582
Brady Family Wealth
Missouri
$202K -$2.81K -10 -1%
SA
583
Sovran Advisors
California
$201K +$195K +694 New
OWP
584
ORG Wealth Partners
Texas
$191K +$101K +358 +119%
ETC
585
Exchange Traded Concepts
Oklahoma
$186K – – –
LSA
586
Leonteq Securities AG
Switzerland
$186K +$39.9K +142 +28%
N
587
Natixis
France
$183K -$1.52M -5,419 -90%
GBT
588
Grove Bank & Trust
Florida
$181K +$175K +625 New
TE
589
Tema ETFs
New York
$180K +$174K +619 New
BWA
590
Basecamp Wealth Advisors
Washington
$179K +$173K +616 New
CA
591
CoreCap Advisors
Michigan
$175K -$89.8K -320 -35%
AF
592
Advisornet Financial
Minnesota
$168K +$3.37K +12 +2%
RP
593
Rowlandmiller & Partners
Georgia
$158K -$35.1K -125 -19%
MUMSS
594
Mitsubishi UFJ Morgan Stanley Securities
Japan
$156K +$151K +538 New
HFS
595
Hantz Financial Services
Michigan
$152K +$33.1K +118 +29%
PWMA
596
Pension & Wealth Management Advisors
Massachusetts
$148K +$143K +509 New
GRP
597
Global Retirement Partners
California
$144K +$21.9K +78 +19%
C
598
Covestor
United Kingdom
$134K +$98K +349 +312%
DAM
599
Delta Asset Management
Tennessee
$131K – – –
ACM
600
Aquatic Capital Management
Illinois
$126K +$122K +435 New
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