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NTAP

Name Holding Trade Value Shares
Change 		Change in
Stake
HH
501
Hilltop Holdings
Texas
$494K +$125K +1,130 +25%
RCA
502
Roberts Capital Advisors
Colorado
$493K – – –
CIM
503
Contravisory Investment Management
Massachusetts
$491K +$1.44K +13 +0.2%
FRA
504
Frank Rimerman Advisors
California
$471K -$26K -235 -4%
3IP
505
3Chopt Investment Partners
Virginia
$471K +$593K +5,362 New
GT
506
Greenleaf Trust
Michigan
$469K -$58.1K -526 -9%
WI
507
Wahed Invest
New York
$461K +$18.6K +168 +3%
CSIC
508
Clifford Swan Investment Counsel
California
$455K – – –
SFA
509
Sequoia Financial Advisors
Ohio
$454K -$59K -534 -9%
SA
510
Sanctuary Advisors
Indiana
$452K -$151K -1,363 -21%
EC
511
EntryPoint Capital
New York
$450K +$293K +2,652 +107%
GCM
512
Genus Capital Management
British Columbia, Canada
$450K +$566K +5,119 New
SBIA
513
Sheaff Brock Investment Advisors
Indiana
$448K -$11.1K -100 -2%
CWS
514
Confluence Wealth Services
Pennsylvania
$445K -$70K -633 -11%
AAA
515
AG Asset Advisory
California
$444K – – –
AFCM
516
Applied Finance Capital Management
Puerto Rico
$443K +$57.8K +523 +12%
RA
517
RFG Advisory
Alabama
$441K +$49K +443 +10%
NSEDCP
518
NJ State Employees Deferred Compensation Plan
New Jersey
$439K – – –
GDP
519
Great Diamond Partners
Maine
$438K +$333K +3,015 +153%
CSB
520
City State Bank
Iowa
$436K -$11.1K -100 -2%
TCM
521
Twin Capital Management
Pennsylvania
$426K -$7.41K -67 -1%
TAM
522
Tocqueville Asset Management
New York
$423K -$190K -1,720 -26%
IWC
523
Integrated Wealth Concepts
Massachusetts
$419K -$23.1K -209 -4%
CCIA
524
Campbell & Co Investment Adviser
Maryland
$418K -$395K -3,570 -43%
AI
525
Atria Investments
North Carolina
$417K -$285K -2,581 -35%
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