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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
501
Checchi Capital Advisers
California
$162K -$13.6K -988 -8%
CPIG
502
Chicago Partners Investment Group
Illinois
$160K -$161K -11,697 -49%
KPWS
503
Kestra Private Wealth Services
Texas
$160K +$3.53K +256 +2%
CFGS
504
Concourse Financial Group Securities
Alabama
$160K +$44.3K +3,211 +37%
QP
505
Quilter Plc
United Kingdom
$158K -$235K -17,019 -59%
RJT
506
Raymond James Trust
Florida
$157K -$11.1K -802 -6%
CAM
507
Cresset Asset Management
Illinois
$157K +$12.9K +933 +9%
BWP
508
BSW Wealth Partners
Colorado
$157K +$160K +11,564 New
ATC
509
Argent Trust Co
Tennessee
$156K +$158K +11,467 New
EF
510
Empirical Finance
Pennsylvania
$154K +$156K +11,335 New
MOS
511
MGO One Seven
Ohio
$153K -$2.35K -170 -1%
ACI
512
Alpha Cubed Investments
California
$153K – – –
MAFM
513
Mid Atlantic Financial Management
Pennsylvania
$153K +$17.6K +1,273 +13%
PFM
514
Parsec Financial Management
North Carolina
$152K +$3.89K +282 +3%
SF
515
Synovus Financial
Georgia
$151K +$1.59K +115 +1%
APP
516
Alpha Paradigm Partners
Illinois
$151K +$153K +11,080 New
CWA
517
Centennial Wealth Advisory
Michigan
$149K +$151K +10,947 New
IC
518
IEQ Capital
California
$148K +$151K +10,920 New
DILIC
519
Dai-ichi Life Insurance Company
Japan
$147K -$2.08M -151,099 -93%
CIAS
520
Capital Investment Advisory Services
North Carolina
$146K +$5.95K +431 +4%
MPAM
521
Murphy Pohlad Asset Management
Minnesota
$146K +$148K +10,754 New
FWM
522
Focused Wealth Management
New York
$145K +$4.18K +303 +3%
EA
523
Emerald Advisors
Washington
$142K – – –
CI
524
CX Institutional
Indiana
$142K +$73.8K +5,352 +105%
VBFP
525
Valtinson Bruner Financial Planning
Minnesota
$141K – – –
19 20
21
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