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Name Holding Trade Value Shares
Change 		Change in
Stake
BMC
501
Benin Management Corp
Connecticut
$678K – – –
JCM
502
Jag Capital Management
Missouri
$678K +$792K +12,223 New
KWM
503
Kingsview Wealth Management
Oregon
$671K -$189K -2,918 -19%
AC
504
Allstate Corporation
Illinois
$667K +$454 +7 +0.1%
ACP
505
Aveo Capital Partners
Colorado
$664K +$19.8K +306 +3%
TSS
506
Two Sigma Securities
New York
$659K +$388K +5,979 +101%
FFM
507
Forum Financial Management
Illinois
$657K -$25.9K -400 -3%
CPA
508
Cardiff Park Advisors
California
$655K +$4.73K +73 +0.6%
LF
509
Lee Financial
Texas
$652K +$5.51K +85 +0.7%
IAN
510
Integrated Advisors Network
Texas
$650K -$4.51M -69,507 -86%
FM
511
Foster & Motley
Ohio
$650K -$35.2K -543 -4%
AWS
512
Arkfeld Wealth Strategies
Nebraska
$646K +$908 +14 +0.1%
GIM
513
Groesbeck Investment Management
New Jersey
$644K -$1.35M -20,889 -64%
AIP
514
Ameritas Investment Partners
Nebraska
$636K – – –
PGFC
515
Peapack-Gladstone Financial Corp
New Jersey
$634K – – –
WB
516
WesBanco Bank
West Virginia
$633K – – –
FM
517
Freemont Management
Switzerland
$633K +$739K +11,400 New
JHCP
518
Jackson Hole Capital Partners
Oklahoma
$620K – – –
SLA
519
Silver Lake Advisory
Utah
$602K +$8.62K +133 +1%
FHB
520
First Hawaiian Bank
Hawaii
$602K +$703K +10,841 New
APA
521
American Portfolios Advisors
New York
$602K +$120K +1,850 +21%
BBVA
522
Banco Bilbao Vizcaya Argentaria
Spain
$600K -$9M -138,765 -93%
FTDI
523
First Trust Direct Indexing
Massachusetts
$600K +$46.6K +719 +7%
BFS
524
Bradley Foster & Sargent
Connecticut
$597K -$5.83K -90 -0.8%
TI
525
Trexquant Investment
Connecticut
$596K -$1.61M -24,866 -70%
19 20
21
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