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Name Holding Trade Value Shares
Change 		Change in
Stake
AO
1501
Advisor OS
Illinois
$25.8M +$1.24M +6,784 +5%
GEA
1502
Glen Eagle Advisors
New Jersey
$25.7M -$984K -5,365 -4%
OWA
1503
Octavia Wealth Advisors
Ohio
$25.7M -$299K -1,631 -1%
SPG
1504
Strategic Planning Group
Utah
$25.6M -$8.14M -44,349 -23%
LBWM
1505
Left Brain Wealth Management
Illinois
$25.6M +$188K +1,027 +0.7%
KP
1506
Keel Point
Alabama
$25.6M -$7.42M -40,436 -22%
CT
1507
Chicago Trust
Illinois
$25.6M +$681K +3,714 +3%
CL
1508
CVFG LLC
Indiana
$25.6M +$24.7M +134,676 +1,135%
NONA
1509
Ninety One North America
New York
$25.6M -$1.03M -5,595 -4%
EP
1510
Edgestream Partners
New Jersey
$25.5M -$3.9M -21,272 -13%
WCA
1511
Westover Capital Advisors
Delaware
$25.5M -$295K -1,610 -1%
DWA
1512
Dorsey Wright & Associates
California
$25.5M +$10.5M +57,432 +65%
IPAM
1513
ICICI Prudential Asset Management
India
$25.4M +$845K +4,607 +3%
JSL
1514
JT Stratford LLC
Georgia
$25.4M -$1.22M -6,667 -4%
IAAG
1515
Innovative Asset Advisors Group
Connecticut
$25.4M +$26.7M +145,575 New
BWP
1516
Burling Wealth Partners
Illinois
$25.4M +$601K +3,277 +2%
SAS
1517
Stelac Advisory Services
New York
$25.4M +$12.4M +67,676 +87%
M
1518
MOTCO
Texas
$25.3M +$4.92M +26,812 +23%
ACM
1519
Alight Capital Management
New York
$25.3M +$8.26M +45,000 +45%
DT
1520
DV Trading
Illinois
$25.3M -$101M -551,567 -79%
UAG
1521
United Advisor Group
Ohio
$25.3M +$485K +2,643 +2%
PCP
1522
Proficio Capital Partners
Massachusetts
$25.3M -$247K -1,349 -0.9%
UCM
1523
Up Capital Management
California
$25.3M -$714K -3,893 -3%
ET
1524
Equitable Trust
Tennessee
$25.2M -$826K -4,503 -3%
CC
1525
Cadinha & Co
Hawaii
$25.2M -$118K -644 -0.4%
59 60
61
62 63