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Name Holding Trade Value Shares
Change 		Change in
Stake
SP
576
Symmetry Partners
Connecticut
$606K – – –
CW
577
Connectus Wealth
Ohio
$590K +$3.03K +49 +0.5%
IAA
578
Independent Advisor Alliance
North Carolina
$589K +$37.1K +600 +7%
CFGS
579
Concourse Financial Group Securities
Alabama
$585K -$5.01K -81 -0.8%
FFN
580
Focus Financial Network
Minnesota
$584K -$3.09K -50 -0.5%
FRM
581
Fox Run Management
Connecticut
$584K +$585K +9,463 New
ESCM
582
Echo Street Capital Management
New York
$582K +$126K +2,030 +27%
GIM
583
Groesbeck Investment Management
New Jersey
$580K -$91.3K -1,476 -14%
OP
584
ORG Partners
Indiana
$572K +$571K +9,236 New
GPA
585
Garrison Point Advisors
California
$567K – – –
PFS
586
Prospera Financial Services
Texas
$561K +$98.8K +1,597 +21%
FWCM
587
Ferguson Wellman Capital Management
Oregon
$560K – – –
CAG
588
Csenge Advisory Group
Florida
$557K +$59.8K +966 +12%
FTDI
589
First Trust Direct Indexing
Massachusetts
$553K -$58K -938 -9%
FMII
590
Farmers & Merchants Investments Inc
Nebraska
$551K – – –
IPW
591
Impact Partnership Wealth
Georgia
$550K +$551K +8,909 New
ACM
592
Alethea Capital Management
Washington
$549K +$550K +8,893 New
PS
593
Presima Securities
Quebec, Canada
$546K – – –
SF
594
Synovus Financial
Georgia
$546K -$4.58K -74 -0.8%
EIA
595
Edgemoor Investment Advisors
Maryland
$545K – – –
ATC
596
Argent Trust Co
Tennessee
$545K – – –
ACP
597
Aveo Capital Partners
Colorado
$545K -$219K -3,542 -29%
OA
598
Oxbow Advisors
Texas
$541K -$1.02M -16,530 -65%
BC
599
Burney Company
Virginia
$536K +$58.2K +941 +12%
BWP
600
Balboa Wealth Partners
Arizona
$536K -$30.9K -500 -5%
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