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Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
1026
O'Shaughnessy Asset Management
Connecticut
$129K +$114K +905 +6,464%
OC
1027
Oakworth Capital
Alabama
$128K – – –
C
1028
Cerebellum
California
$125K +$63.2K +502 New
EFSCE
1029
Enterprise Financial Services Corp (EFSC)
Missouri
$109K +$11.4K +91 +13%
CQS
1030
Credential Qtrade Securities
$106K +$17.6K +140 +23%
CT
1031
Caldwell Trust
Florida
$106K -$24.5K -195 -21%
HBT
1032
Hills Bank & Trust
Iowa
$105K +$93.3K +742 New
AWA
1033
Arkadios Wealth Advisors
Georgia
$104K +$27.4K +218 +50%
IA
1034
IndexIQ Advisors
New York
$100K +$78.9K +627 +746%
IAS
1035
IMA Advisory Services
Colorado
$98K -$25.7K -204 -23%
NSIM
1036
North Star Investment Management
Illinois
$98K -$4.4K -35 -5%
RFA
1037
Reilly Financial Advisors
California
$93K -$14.5K -115 -15%
CAM
1038
Close Asset Management
United Kingdom
$92K – – –
MAWCM
1039
Mine & Arao Wealth Creation & Management
California
$92K – – –
CBT
1040
Central Bank & Trust
Kentucky
$88K -$39.9K -317 -33%
CWP
1041
CFM Wealth Partners
Texas
$88K – – –
MHR
1042
Matthew Hamilton Rosenberg
$87K +$15.1K +120 +24%
GRP
1043
Global Retirement Partners
California
$81K -$755 -6 -1%
TF
1044
TimeScale Financial
Massachusetts
$80K -$16.4K -130 -20%
KPCM
1045
Kings Point Capital Management
New York
$80K – – –
GI
1046
Gradient Investments
Minnesota
$80K +$62.9K +500 +714%
AF
1047
Advisornet Financial
Minnesota
$79K +$38.1K +303 +115%
LWA
1048
Lenox Wealth Advisors
New York
$76K – – –
AI
1049
ArchPoint Investors
Florida
$70K – – –
RTC
1050
Riverview Trust Company
Washington
$68K – – –
40 41
42
43 44