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Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
1326
Partnervest Advisory Services
California
$759K +$243K +1,131 +54%
PIM
1327
Parker Investment Management
California
$754K +$689K +3,202 New
ACG
1328
Allen Capital Group
Nebraska
$750K -$70.1K -326 -9%
LWM
1329
Lenox Wealth Management
Ohio
$743K -$26.9K -125 -4%
CS
1330
Cannell & Spears
New York
$734K – – –
V
1331
VeraBank
Texas
$726K – – –
VIA
1332
Vident Investment Advisory
Georgia
$724K -$527K -2,449 -44%
JDR
1333
Jay D. Rosenbaum
$722K +$89.3K +415 +16%
VI
1334
Versor Investments
New York
$719K +$657K +3,052 New
BBA
1335
Braun-Bostich & Associates
Pennsylvania
$714K -$152K -706 -19%
AWM
1336
Alterna Wealth Management
Texas
$712K -$1.71M -7,952 -72%
EWA
1337
Exencial Wealth Advisors
Oklahoma
$711K +$86.1K +400 +15%
GIA
1338
Gladstone Institutional Advisory
Florida
$709K -$117K -542 -15%
JMFC
1339
J.M. Forbes & Co
Massachusetts
$708K -$30.1K -140 -4%
ACM
1340
ADI Capital Management
New York
$706K +$645K +3,000 New
HC
1341
Henshaw Capital
Massachusetts
$701K +$861 +4 +0.1%
PSC
1342
Prentiss Smith & Co
Vermont
$701K – – –
IIA
1343
IPG Investment Advisors
California
$699K +$94.4K +439 +17%
RIM
1344
Regent Investment Management
Kentucky
$699K -$5.38K -25 -0.8%
MSAM
1345
Moloney Securities Asset Management
Missouri
$696K -$5.16K -24 -0.8%
KP
1346
Keel Point
Alabama
$691K -$36.4K -169 -5%
PMFA
1347
Plante Moran Financial Advisors
Michigan
$691K +$84.8K +394 +16%
PSP
1348
Principal Street Partners
Tennessee
$687K +$628K +2,919 New
PCM
1349
Penserra Capital Management
California
$682K -$3.74M -17,407 -87%
BBA
1350
BLB&B Advisors
Pennsylvania
$682K – – –
52 53
54
55 56