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Name Holding Trade Value Shares
Change 		Change in
Stake
ASGS
876
Alpha Square Group S
New York
$4.33M – – –
FFM
877
Forum Financial Management
Illinois
$4.31M -$877K -7,471 -17%
BTWM
878
Baker Tilly Wealth Management
Wisconsin
$4.31M -$1.7M -14,511 -29%
NFC
879
Northeast Financial Consultants
Connecticut
$4.3M +$766K +6,527 +22%
AAS
880
Avantax Advisory Services
Texas
$4.27M -$572K -4,869 -12%
BFC
881
Blue Fin Capital
Rhode Island
$4.27M -$115K -978 -3%
NSEDCP
882
NJ State Employees Deferred Compensation Plan
New Jersey
$4.25M – – –
BA
883
Bristlecone Advisors
Washington
$4.23M -$201K -1,708 -5%
AAM
884
Azzad Asset Management
Virginia
$4.23M -$4.36M -37,142 -51%
BWM
885
Bulltick Wealth Management
Florida
$4.22M -$1.19M -10,127 -22%
SIMG
886
Sonora Investment Management Group
Arizona
$4.21M -$172K -1,469 -4%
SS
887
Simplicity Solutions
Minnesota
$4.2M +$847K +7,215 +26%
LWIC
888
Leith Wheeler Investment Counsel
British Columbia, Canada
$4.19M +$1.78M +15,186 +77%
RIM
889
Regent Investment Management
Kentucky
$4.18M -$654K -5,569 -14%
TNB
890
Thomasville National Bank
Georgia
$4.17M -$1.54M -13,073 -27%
SWM
891
Selective Wealth Management
Virginia
$4.17M -$824K -7,013 -19%
BSI
892
Bennett Selby Investments
Maine
$4.16M -$252K -2,149 -6%
PNC
893
Park National Corp
Ohio
$4.16M -$3.03M -25,820 -43%
AC
894
Avestar Capital
New York
$4.15M +$399K +3,397 +11%
VIG
895
Vienna Insurance Group
Poland
$4.15M – – –
SFG
896
Snider Financial Group
Washington
$4.14M +$27.9K +238 +0.7%
BFA
897
Beaumont Financial Advisors
Massachusetts
$4.11M -$2.39M -20,375 -37%
PFO
898
Pathstone Family Office
New Jersey
$4.11M +$397K +3,383 +6%
FTDI
899
First Trust Direct Indexing
Massachusetts
$4.11M +$1.47M +12,536 +58%
ORAM
900
One River Asset Management
Connecticut
$4.1M +$4M +34,087 New
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