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Name Holding Trade Value Shares
Change 		Change in
Stake
CSPAM
1501
Cary Street Partners Asset Management
Virginia
$240K – – –
FIC
1502
FCG Investment Company
Tennessee
$239K +$230K +582 New
SLWA
1503
San Luis Wealth Advisors
California
$239K -$69.4K -176 -23%
PE
1504
Point72 Europe
United Kingdom
$239K +$229K +581 New
WBC
1505
West Branch Capital
Massachusetts
$237K +$37.5K +95 +20%
BAM
1506
BOS Asset Management
Illinois
$237K – – –
PK
1507
Pflug Koory
Nebraska
$236K – – –
CL
1508
CIM LLC
New York
$234K -$23.3K -59 -10%
SIM
1509
SSI Investment Management
California
$233K +$235K +595 New
RIA
1510
Realta Investment Advisors
Delaware
$232K +$223K +566 New
FAM
1511
Family Asset Management
South Carolina
$232K – – –
NAS
1512
Nicolet Advisory Services
Wisconsin
$232K +$5.13K +13 +2%
XS
1513
XR Securities
Illinois
$232K -$48.1K -122 -18%
SAI
1514
Systematic Alpha Investments
New Jersey
$232K – – –
HCM
1515
HMS Capital Management
Tennessee
$231K -$119K -303 -35%
TWM
1516
Tradition Wealth Management
Minnesota
$231K -$3.94K -10 -2%
LAM
1517
Lakewood Asset Management
Illinois
$231K – – –
WWS
1518
Wellington Wealth Strategies
Indiana
$231K +$222K +562 New
NSG
1519
Nalls Sherbakoff Group
Tennessee
$228K +$219K +556 New
WTFG
1520
Wells Trecaso Financial Group
Ohio
$228K -$394 -1 -0.2%
SIC
1521
Sterling Investment Counsel
New York
$228K +$218K +554 New
CFG
1522
Cooper Financial Group
California
$227K +$218K +554 New
NEWAS
1523
N.E.W. Advisory Services
Wisconsin
$227K – – –
RWPA
1524
Richard W. Paul & Associates
Michigan
$226K +$216K +549 New
WTA
1525
Washington Trust Advisors
Massachusetts
$222K -$12.2K -31 -5%
59 60
61
62 63