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Name Holding Trade Value Shares
Change 		Change in
Stake
MC
801
Moors & Cabot
Massachusetts
$894K +$34.3K +970 +4%
QSS
802
Quantitative Systematic Strategies
Florida
$893K -$230K -6,490 -21%
CA
803
Claro Advisors
Massachusetts
$889K +$210K +5,940 +33%
PP
804
Patten & Patten
Tennessee
$883K +$267K +7,550 +47%
CC
805
Callan Capital
California
$874K +$824K +23,280 New
WBC
806
West Branch Capital
Massachusetts
$872K -$40.3K -1,140 -5%
AG
807
Algert Global
California
$868K -$71.1K -2,010 -8%
PP
808
PrairieView Partners
Minnesota
$864K – – –
SACTSONJ
809
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$864K – – –
NL
810
NVWM LLC
Pennsylvania
$863K +$174K +4,920 +27%
GVAG
811
Great Valley Advisor Group
Delaware
$860K -$68.3K -1,930 -8%
FA
812
FDx Advisors
Illinois
$859K +$809K +22,880 New
IIA
813
IPG Investment Advisors
California
$856K +$86.3K +2,440 +12%
FMLI
814
Fukoku Mutual Life Insurance
Japan
$856K -$1.1M -31,000 -58%
AII
815
AGF Investments Inc
Ontario, Canada
$856K +$806K +22,790 New
UCMOK
816
United Capital Management of KS
Kansas
$855K -$84.2K -2,380 -9%
SS
817
Sunbelt Securities
Texas
$854K -$1.22M -34,460 -60%
1WA
818
180 Wealth Advisors
Washington
$854K -$92K -2,600 -10%
WSFS
819
Wilmington Savings Fund Society
Delaware
$853K -$46.7K -1,320 -5%
EI
820
Ellevest Inc
New York
$852K +$27.9K +790 +4%
SC
821
Savant Capital
Illinois
$842K +$353K +9,980 +80%
JGC
822
J. Goldman & Co
New York
$841K +$792K +22,400 New
CIAS
823
Capital Investment Advisory Services
North Carolina
$840K -$18.4K -520 -2%
PIG
824
Pantheon Investment Group
California
$838K -$319K -9,020 -29%
HWMG
825
Hurlow Wealth Management Group
Indiana
$832K +$4.6K +130 +0.7%
31 32
33
34 35