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Name Holding Trade Value Shares
Change 		Change in
Stake
CP
476
CenterBook Partners
Connecticut
$383K +$317K +7,302 New
DWT
477
Dorsey & Whitney Trust
South Dakota
$381K +$14.9K +343 +5%
PTP
478
Platform Technology Partners
New York
$377K +$52.2K +1,200 +20%
CMTU
479
Capital Markets Trading (UK)
United Kingdom
$372K -$436K -10,032 -59%
RPCONE
480
Retirement Planning Company of New England
Rhode Island
$372K +$21K +482 +7%
GC
481
Grimes & Company
Massachusetts
$372K – – –
RFA
482
Register Financial Advisors
Georgia
$369K -$21.7K -500 -7%
FFM
483
Forum Financial Management
Illinois
$365K – – –
IWM
484
IHT Wealth Management
Illinois
$364K +$174 +4 +0.1%
CPCPP
485
Canada Post Corporation Pension Plan
Canada
$359K +$298K +6,850 New
SPIA
486
Steward Partners Investment Advisory
New York
$356K -$17K -392 -5%
VSQM
487
V-Square Quantitative Management
Illinois
$356K -$65.9K -1,515 -18%
CCM
488
Coldstream Capital Management
Washington
$355K +$109K +2,510 +59%
BTI
489
Blue Trust Inc
Georgia
$352K +$27.9K +641 +11%
CAG
490
Crestwood Advisors Group
Massachusetts
$350K -$13.3K -307 -4%
UCFA
491
United Capital Financial Advisors
Texas
$350K -$68.4K -1,573 -19%
HI
492
Horizon Investments
North Carolina
$348K +$25.4K +585 +10%
BIG
493
Brooklyn Investment Group
New York
$347K +$131K +3,003 +83%
VA
494
VestGen Advisors
Illinois
$340K +$4.7K +108 +2%
QCM
495
Qsemble Capital Management
New York
$338K -$52.9K -1,217 -16%
CPIG
496
Chicago Partners Investment Group
Illinois
$335K +$244K +5,619 New
IC
497
IEQ Capital
California
$332K +$275K +6,335 New
FFA
498
Farther Finance Advisors
California
$323K +$91.9K +2,115 +52%
LAI
499
Legal Advantage Investments
California
$322K -$8.69K -200 -3%
IG
500
ING Group
Netherlands
$322K -$808K -18,582 -75%
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