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ICLR

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
351
Simplify Asset Management
Nevada
$283K +$277K +1,555 New
HSA
352
HBK Sorce Advisory
Pennsylvania
$281K -$76.8K -431 -19%
IAIM
353
International Assets Investment Management
Florida
$280K -$12.6K -71 -4%
BCI
354
Brinker Capital Investments
Pennsylvania
$275K -$139K -780 -34%
NWWA
355
New Wave Wealth Advisors
Arkansas
$270K +$12.8K +72 +5%
BCG
356
BayBridge Capital Group
California
$257K +$2.31K +13 +0.9%
WPWM
357
Western Pacific Wealth Management
Illinois
$251K – – –
TIA
358
Tandem Investment Advisors
South Carolina
$251K +$246K +1,379 New
FHC
359
First Horizon Corporation
Tennessee
$251K – – –
CFO
360
Callan Family Office
Pennsylvania
$249K +$243K +1,364 New
QEI
361
QSV Equity Investors
Illinois
$248K -$12.5K -70 -5%
CSIC
362
Clifford Swan Investment Counsel
California
$248K – – –
GC
363
Guggenheim Capital
Illinois
$244K +$238K +1,338 New
AWAU
364
Alliance Wealth Advisors (Utah)
Utah
$243K -$178K -997 -43%
AT
365
American Trust
Kentucky
$242K -$11K -62 -4%
MCM
366
MAI Capital Management
Ohio
$242K -$10.9K -61 -4%
DI
367
DAGCO Inc
Ohio
$241K – – –
NA
368
NewEdge Advisors
Louisiana
$238K +$18.5K +104 +9%
GLF
369
Groupe la Francaise
France
$237K – – –
AA
370
AlphaCentric Advisors
Puerto Rico
$236K +$231K +1,295 New
NS
371
NBC Securities
Alabama
$236K -$26.4K -148 -10%
RCA
372
Resonant Capital Advisors
Wisconsin
$236K -$3.74K -21 -2%
PAG
373
Private Advisor Group
New Jersey
$235K -$24K -135 -9%
UCFA
374
United Capital Financial Advisors
Texas
$229K +$224K +1,258 New
FRA
375
Frank Rimerman Advisors
California
$223K – – –
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