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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
501
Empirical Wealth Management
Washington
$239K -$15.6K -59 -6%
FHC
502
First Horizon Corporation
Tennessee
$238K +$92.3K +350 +64%
QC
503
Quantessence Capital
New York
$237K +$234K +887 New
CAM
504
Claret Asset Management
Quebec, Canada
$235K +$232K +880 New
MAM
505
Morse Asset Management
Connecticut
$235K +$232K +880 New
RIA
506
Realta Investment Advisors
Delaware
$233K +$230K +872 New
MAS
507
Meeder Advisory Services
Ohio
$230K -$16.1K -61 -7%
WS
508
Wedbush Securities
California
$230K -$88K -334 -28%
JSSH
509
J. Safra Sarasin Holding
$227K +$224K +851 New
AHC
510
Adell Harriman & Carpenter
Texas
$219K +$216K +820 New
UOTTAIMCU
511
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$218K +$215K +817 New
WTG
512
West Tower Group
Virginia
$214K +$211K +800 New
DWM
513
Diversify Wealth Management
Utah
$213K -$34.8K -132 -12%
DAS
514
Diversify Advisory Services
Utah
$213K +$244K +926 New
HR
515
Howe & Rusling
New York
$212K -$84.1K -319 -29%
CL
516
Choreo LLC
Illinois
$211K +$208K +790 New
CCM
517
Coldstream Capital Management
Washington
$210K +$207K +787 New
SFS
518
Sowell Financial Services
Arkansas
$210K -$56.1K -213 -21%
EW
519
Expressive Wealth
Illinois
$210K – – –
MAP
520
Moody Aldrich Partners
Massachusetts
$208K -$5.86M -22,249 -97%
ONB
521
Old National Bancorp
Indiana
$203K +$201K +761 New
S
522
SignatureFD
Georgia
$203K +$10.8K +41 +6%
GI
523
Gradient Investments
Minnesota
$203K +$200K +760 New
RWP
524
Revolve Wealth Partners
New Jersey
$202K +$200K +758 New
AT
525
American Trust
Kentucky
$201K +$198K +751 New
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