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Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
776
Valeo Financial Advisors
Indiana
$974K -$23K -650 -2%
FIM
777
Frontier Investment Management
Texas
$974K -$14.9K -420 -2%
AF
778
Advisornet Financial
Minnesota
$970K +$27.2K +770 +3%
BCWM
779
Blue Chip Wealth Management
Florida
$968K -$269K -7,600 -23%
GP
780
Girard Partners
Pennsylvania
$968K -$103K -2,910 -10%
JWM
781
Jupiter Wealth Management
Colorado
$968K +$188K +5,300 +29%
LSAG
782
Lake Street Advisors Group
New Hampshire
$967K +$281K +7,930 +45%
TMAM
783
Tokio Marine Asset Management
Japan
$962K +$362K +10,240 +67%
OSIA
784
O'Shares Investment Advisers
Massachusetts
$956K -$232K -6,570 -21%
AFP
785
Ausdal Financial Partners
Iowa
$954K +$21.2K +600 +3%
EF
786
Empirical Finance
Pennsylvania
$946K +$320K +9,050 +56%
GCC
787
Guardian Capital (Canada)
Ontario, Canada
$946K +$491K +13,890 +123%
WIS
788
Wright Investors Service
Connecticut
$941K +$388K +10,970 +78%
MFS
789
Monetta Financial Services
Illinois
$939K +$884K +25,000 New
BO
790
BRR OpCo
Ohio
$938K +$582K +16,450 +193%
GCMG
791
Gyroscope Capital Management Group
Florida
$920K – – –
FPCG
792
Fort Pitt Capital Group
Pennsylvania
$920K +$867K +24,500 New
FIM
793
Freedom Investment Management
Connecticut
$912K +$11.3K +320 +1%
MAM
794
Meeder Asset Management
Ohio
$911K +$450K +12,710 +110%
QI
795
Qtron Investments
Massachusetts
$909K +$856K +24,200 New
CL
796
CPWM LLC
Washington
$906K +$387K +10,950 +83%
ACA
797
Affinity Capital Advisors
California
$905K +$10.3K +290 +1%
ET
798
Equitable Trust
Tennessee
$903K +$6.72K +190 +0.8%
RIA
799
Realta Investment Advisors
Delaware
$902K -$167K -4,710 -16%
MFG
800
MidWestOne Financial Group
Iowa
$902K +$354 +10 +0%
30 31
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