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Nasdaq
NDAQ

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
551
Freedom Investment Management
Connecticut
$325K -$81.3K -1,406 -21%
SLG
552
Stanley-Laman Group
Pennsylvania
$325K – – –
CG
553
Caprock Group
Idaho
$320K -$38.8K -671 -12%
MFA
554
Mayflower Financial Advisors
Massachusetts
$317K +$290K +5,020 New
CAG
555
Crestwood Advisors Group
Massachusetts
$313K +$45.4K +784 +19%
WG
556
Welch Group
Alabama
$312K – – –
GIA
557
Gateway Investment Advisers
Ohio
$312K +$694 +12 +0.2%
MYAM
558
Meiji Yasuda Asset Management
Japan
$307K +$2.89K +50 +1%
HI
559
Horizon Investments
North Carolina
$298K -$463 -8 -0.2%
OWA
560
Outlook Wealth Advisors
Texas
$298K +$59.9K +1,036 +28%
CM
561
Capula Management
Cayman Islands
$295K +$271K +4,676 New
IWM
562
IHT Wealth Management
Illinois
$291K +$267K +4,616 New
LA
563
Legacy Advisors
Pennsylvania
$290K -$51.3K -887 -16%
GIA
564
Gladstone Institutional Advisory
Florida
$286K +$44.4K +767 +20%
BFG
565
Bleakley Financial Group
New Jersey
$286K -$5.03K -87 -2%
SC
566
Scotia Capital
Ontario, Canada
$285K +$261K +4,515 New
SW
567
Simplicity Wealth
New Jersey
$285K +$261K +4,509 New
ETC
568
Exchange Traded Concepts
Oklahoma
$284K +$82.6K +1,427 +46%
KFS
569
Keynote Financial Services
Connecticut
$278K +$255K +4,408 New
CTC
570
Central Trust Company
Missouri
$277K -$2.31K -40 -0.9%
CCAL
571
City Center Advisors LLC
Michigan
$276K +$253K +4,378 New
BAAM
572
Baker Avenue Asset Management
California
$272K +$249K +4,305 New
SF
573
Synovus Financial
Georgia
$270K – – –
ACM
574
Accent Capital Management
Ohio
$267K – – –
MIG
575
McGuire Investment Group
Rhode Island
$265K – – –
21 22
23
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