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Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
951
Avantax Advisory Services
Texas
$410K +$1.95K +25 +0.5%
CIA
952
Cladis Investment Advisory
Montana
$410K +$1.95K +25 +0.5%
CWM
953
Calamos Wealth Management
Illinois
$409K -$12.9K -165 -3%
EI
954
Ellevest Inc
New York
$408K +$124K +1,585 +43%
IIM
955
Intact Investment Management
Quebec, Canada
$408K +$117K +1,500 +40%
RC
956
Rovin Capital
Arizona
$405K +$3.52K +45 +0.9%
PCM
957
Penserra Capital Management
California
$405K +$33.6K +430 +9%
PPC
958
Park Place Capital
Alabama
$403K +$406K +5,195 New
CS
959
Comerica Securities
Michigan
$401K +$13.3K +170 +3%
HDIM
960
Hanson & Doremus Investment Management
Vermont
$398K +$25.4K +325 +7%
AFP
961
Ausdal Financial Partners
Iowa
$395K -$85.2K -1,090 -18%
CI
962
Conning Inc
Connecticut
$391K -$69.6K -890 -15%
CMS
963
Capital Market Strategies
Florida
$388K -$15.6K -200 -4%
PFWA
964
Paces Ferry Wealth Advisors
Georgia
$387K -$13.7K -175 -3%
ECM
965
Elgethun Capital Management
South Dakota
$385K – – –
MCC
966
Money Concepts Capital
Florida
$383K +$77.4K +990 +25%
CF
967
Copperwynd Financial
Arizona
$383K -$32K -410 -8%
LC
968
Lindbrook Capital
California
$383K +$82.5K +1,055 +27%
SFS
969
Stiles Financial Services
Minnesota
$381K – – –
BMC
970
Beaton Management Company
Massachusetts
$379K – – –
GC
971
Gilbert & Cook
Iowa
$377K -$7.82K -100 -2%
DF
972
Donoghue Forlines
Massachusetts
$377K -$39.9K -510 -10%
TFS
973
TrustCore Financial Services
Tennessee
$375K – – –
DWT
974
Dorsey & Whitney Trust
South Dakota
$370K +$42.6K +545 +13%
SF
975
Symphony Financial
Texas
$370K +$16.4K +210 +5%
37 38
39
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