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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
801
Column Capital Advisors
Indiana
$841K -$14K -135 -2%
BPA
802
Beacon Pointe Advisors
California
$841K +$226K +2,175 +40%
CCA
803
Checchi Capital Advisers
California
$831K -$23.9K -230 -3%
OSAM
804
O'Shaughnessy Asset Management
Connecticut
$830K +$125K +1,200 +19%
EF
805
Empirical Finance
Pennsylvania
$828K +$177K +1,705 +29%
DWA
806
Douglass Winthrop Advisors
New York
$826K – – –
AR
807
Advisory Research
Illinois
$825K -$116K -1,120 -13%
EDRH
808
Edmond de Rothschild Holding
Switzerland
$822K +$179K +1,725 +30%
GT
809
Greenleaf Trust
Michigan
$807K +$72.8K +700 +11%
MFG
810
Merit Financial Group
Georgia
$803K -$876K -8,425 -54%
BC
811
Bridgefront Capital
Texas
$803K +$759K +7,295 New
CRWM
812
Castle Rock Wealth Management
California
$790K +$22.9K +220 +3%
XS
813
XR Securities
Illinois
$789K -$1.07M -10,245 -59%
FC
814
Ferris Capital
Massachusetts
$787K +$3.64K +35 +0.5%
SA
815
Strategic Advisors
New York
$785K +$38.5K +370 +5%
AG
816
AlphaSimPlex Group
Massachusetts
$778K -$162K -1,555 -18%
LTI
817
Laffer Tengler Investments
Tennessee
$774K +$524K +5,035 +247%
FBC
818
Fairfield, Bush & Co
Connecticut
$754K +$325K +3,125 +84%
WG
819
Winton Group
United Kingdom
$752K -$85.3K -820 -11%
WEC
820
Winslow Evans & Crocker
Massachusetts
$748K – – –
IWM
821
IHT Wealth Management
Illinois
$744K +$3.64K +35 +0.5%
MAM
822
Meeder Asset Management
Ohio
$739K -$764K -7,350 -52%
PFGIA
823
Patriot Financial Group Insurance Agency
Massachusetts
$737K – – –
IFG
824
Independent Financial Group
California
$728K +$40K +385 +6%
CFA
825
Camarda Financial Advisors
Florida
$723K +$683K +6,565 New
31 32
33
34 35