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Name Holding Trade Value Shares
Change
Change in
Stake
TAM
576
Trust Asset Management
Texas
$182K – – –
KFS
577
Keynote Financial Services
Connecticut
$182K +$166K +11,498 New
IF
578
IRON Financial
Illinois
$181K +$166K +11,461 New
CCFM
579
Clear Creek Financial Management
Washington
$180K +$164K +11,373 New
PI
580
PGGM Investments
Netherlands
$179K +$163K +11,308 New
BBA
581
BLB&B Advisors
Pennsylvania
$178K – – –
APP
582
Avantax Planning Partners
Iowa
$178K -$67.6K -4,681 -29%
AWM
583
Avaii Wealth Management
Wisconsin
$177K -$4.75K -329 -3%
STA
584
Summit Trail Advisors
New York
$173K +$158K +10,957 New
LSAG
585
Lake Street Advisors Group
New Hampshire
$173K +$1.81K +125 +1%
IAP
586
Indie Asset Partners
Indiana
$173K – – –
SACTSONJ
587
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$172K – – –
GCA
588
Genesee Capital Advisors
New York
$172K +$1.81K +125 +1%
SFI
589
Siemens Fonds Invest
Germany
$172K – – –
PFM
590
Patton Fund Management
Texas
$171K – – –
MF
591
Magnetar Financial
Illinois
$170K +$155K +10,724 New
CCWM
592
Cassaday & Co Wealth Management
Virginia
$168K – – –
KBFS
593
Kohmann Bosshard Financial Services
Ohio
$168K – – –
FPWM
594
FSB Premier Wealth Management
Iowa
$167K -$14 -1 -0%
HSA
595
HBK Sorce Advisory
Pennsylvania
$167K +$153K +10,564 New
RFA
596
Register Financial Advisors
Georgia
$167K +$36.4K +2,522 +31%
TCM
597
Teza Capital Management
Illinois
$166K +$152K +10,523 New
LCM
598
Lazari Capital Management
California
$166K – – –
CFGS
599
Concourse Financial Group Securities
Alabama
$166K +$40.2K +2,780 +36%
FDCDDQ
600
Federation des caisses Desjardins du Quebec
Quebec, Canada
$165K +$31.9K +2,205 +24%