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GWRE

Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
501
United Capital Financial Advisors
Texas
$258K +$235K +1,096 New
AC
502
Avory & Company
Florida
$254K +$1.07K +5 +0.5%
IA
503
IFP Advisors
Florida
$248K -$159K -741 -41%
GS
504
GTS Securities
Florida
$246K +$225K +1,046 New
PTC
505
Petrus Trust Company
Texas
$242K +$221K +1,028 New
HNB
506
Hilltop National Bank
Wyoming
$242K +$220K +1,026 New
DS
507
DRW Securities
Illinois
$242K +$220K +1,026 New
CCWM
508
Cassaday & Co Wealth Management
Virginia
$240K +$219K +1,019 New
KFSC
509
Keystone Financial Services (Colorado)
Colorado
$240K +$219K +1,018 New
OFS
510
OneAscent Financial Services
Alabama
$238K -$40.8K -190 -16%
EH
511
Equitable Holdings
New York
$237K -$107K -500 -33%
ZIC
512
ZWJ Investment Counsel
Georgia
$235K +$215K +1,000 New
ONB
513
Old National Bancorp
Indiana
$235K +$214K +998 New
OR
514
Olympiad Research
Connecticut
$233K -$28.6K -133 -12%
NPT
515
National Philanthropic Trust
Pennsylvania
$232K -$85.9K -400 -29%
OAS
516
Optivise Advisory Services
Tennessee
$232K +$211K +984 New
PCM
517
Polymer Capital Management
New York
$231K +$211K +981 New
MM
518
MQS Management
New York
$231K +$211K +980 New
ACA
519
Aptus Capital Advisors
Alabama
$229K +$209K +974 New
SFC
520
SYM Financial Corp
Indiana
$224K +$205K +952 New
SFI
521
Susquehanna Fundamental Investments
Pennsylvania
$222K -$934K -4,348 -82%
CPA
522
Capital Performance Advisors
California
$221K +$202K +938 New
GWM
523
Gitterman Wealth Management
New Jersey
$219K +$200K +929 New
GWP
524
Gen-Wealth Partners
Michigan
$215K – – –
DTL
525
Dynamic Technology Lab
Singapore
$214K +$196K +910 New
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