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KEYS

Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
701
Forum Financial Management
Illinois
$238K +$16.6K +107 +8%
IFG
702
Independent Financial Group
California
$236K +$218K +1,408 New
WFI
703
West Family Investments
California
$232K -$35.4K -228 -14%
DAS
704
Dynamic Advisor Solutions
Arizona
$232K -$42.2K -272 -16%
JIC
705
Johnson Investment Counsel
Ohio
$231K +$214K +1,382 New
JFG
706
Jefferies Financial Group
New York
$229K -$703K -4,530 -77%
BCM
707
Becker Capital Management
Oregon
$229K – – –
TH
708
TCTC Holdings
Texas
$228K – – –
RWM
709
Ritholtz Wealth Management
New York
$226K -$41.3K -266 -16%
AAS
710
Avantax Advisory Services
Texas
$226K -$12.4K -80 -6%
BP
711
Ballentine Partners
Massachusetts
$225K +$209K +1,345 New
BFM
712
Boothbay Fund Management
New York
$225K +$208K +1,343 New
RCAG
713
Rehmann Capital Advisory Group
Michigan
$225K -$31.3K -202 -13%
MM
714
MQS Management
New York
$224K -$446K -2,872 -68%
ILI
715
Invesco LLC (Illinois)
Illinois
$224K +$207K +1,335 New
FT
716
Fiduciary Trust
Massachusetts
$223K – – –
PPC
717
Park Place Capital
Alabama
$222K -$27.3K -176 -12%
PSCM
718
Per Stirling Capital Management
Texas
$221K – – –
SC
719
Schiavi & Co
Delaware
$221K +$205K +1,320 New
SWS
720
SYSTM Wealth Solutions
Illinois
$221K +$205K +1,318 New
TWP
721
TFO Wealth Partners
Ohio
$219K +$202K +1,304 +65,200%
GA
722
Geller Advisors
New York
$213K +$198K +1,275 New
TA
723
TFB Advisors
Kansas
$213K +$198K +1,275 New
VHAM
724
Van Hulzen Asset Management
California
$213K – – –
MIS
725
Morningstar Investment Services
Illinois
$212K +$199K +1,283 New
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