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Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
476
Ayalon Insurance Company
Israel
$311K -$53.5K -1,340 -15%
TA
477
Tiedemann Advisors
New York
$309K -$78K -1,953 -20%
9WM
478
9258 Wealth Management
Ohio
$309K – – –
KFA
479
Kelleher Financial Advisors
New York
$309K +$59.9K +1,500 +24%
DTL
480
Dynamic Technology Lab
Singapore
$305K +$301K +7,542 New
CAIMH
481
Central Asset Investments & Management Holdings
Hong Kong
$302K +$299K +7,480 New
IWM
482
IHT Wealth Management
Illinois
$298K -$7.03K -176 -2%
HJGA
483
Hardman Johnston Global Advisors
Connecticut
$297K +$293K +7,330 New
NA
484
NewEdge Advisors
Louisiana
$289K +$285K +7,133 New
LNC
485
Lincoln National Corp
Pennsylvania
$287K +$282K +7,064 New
IAA
486
Independent Advisor Alliance
North Carolina
$286K +$282K +7,069 New
FFG
487
Fortem Financial Group
California
$286K +$282K +7,070 New
S
488
SignatureFD
Georgia
$272K +$76K +1,903 +40%
B
489
Bailard
California
$269K +$265K +6,632 New
CCMT
490
CMT Capital Markets Trading
Germany
$266K -$18.7K -468 -7%
FWM
491
Focused Wealth Management
New York
$262K -$267K -6,681 -51%
FAIM
492
Financial Advocates Investment Management
Washington
$256K -$195K -4,880 -44%
WS
493
Wedbush Securities
California
$255K +$12K +300 +5%
KA
494
Kerrisdale Advisers
Florida
$241K – – –
BRWM
495
B. Riley Wealth Management
Tennessee
$240K +$237K +5,933 New
CPA
496
Clear Perspective Advisors
Illinois
$239K -$39K -975 -14%
AI
497
Atria Investments
North Carolina
$239K -$18.9K -472 -7%
WAM
498
Wolverine Asset Management
Illinois
$238K – – –
RE
499
RBC Europe
United Kingdom
$234K -$334K -8,356 -59%
VFA
500
Voya Financial Advisors
Connecticut
$232K -$8.99K -225 -4%
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