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Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
976
Quadrant Capital Group
Ohio
$712K -$55K -220 -8%
SC
977
Searle & Co
Connecticut
$710K – – –
WWM
978
Westwood Wealth Management
California
$706K -$25K -100 -4%
SAM
979
Smartleaf Asset Management
Massachusetts
$705K +$95.6K +382 +18%
SEM
980
Suncoast Equity Management
Florida
$704K -$15K -60 -2%
FFN
981
Focus Financial Network
Minnesota
$703K -$1.44M -5,750 -68%
BHIA
982
Birch Hill Investment Advisors
Massachusetts
$701K – – –
WAM
983
WFA Asset Management
Wisconsin
$696K +$3K +12 +0.5%
CIA
984
Concurrent Investment Advisors
Florida
$692K -$11.5K -46 -2%
PL
985
Perpetual Ltd
Australia
$690K +$93.1K +372 +19%
NB
986
Nicolet Bankshares
Wisconsin
$690K +$3.25K +13 +0.5%
EIP
987
Epoch Investment Partners
New York
$686K +$24.3K +97 +4%
OW
988
Olistico Wealth
Oklahoma
$685K +$152K +606 +34%
CFD
989
Creative Financial Designs
Indiana
$684K +$36K +144 +6%
MGIA
990
Moneta Group Investment Advisors
Missouri
$683K +$98.8K +395 +20%
IIC
991
Ironwood Investment Counsel
Arizona
$681K -$31.8K -127 -5%
TWP
992
Tyche Wealth Partners
Texas
$680K +$14.3K +57 +2%
CI
993
CX Institutional
Indiana
$679K +$18K +72 +3%
CWM
994
Cornerstone Wealth Management
Missouri
$677K -$11.8K -47 -2%
CIA
995
Choate Investment Advisors
Massachusetts
$675K -$31.5K -126 -5%
OIS
996
Okabena Investment Services
Minnesota
$671K -$1.5K -6 -0.3%
STA
997
Summit Trail Advisors
New York
$670K +$67.8K +271 +13%
BL
998
Balentine LLC
Georgia
$668K -$16.8K -67 -3%
I
999
IMPACTfolio
Colorado
$666K – – –
CAG
1000
Csenge Advisory Group
Florida
$666K +$74.5K +298 +15%
38 39
40
41 42