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Name Holding Trade Value Shares
Change 		Change in
Stake
DA
526
Duality Advisers
Florida
$862K +$901K +9,277 New
NIMI
527
Natixis Investment Managers International
France
$852K +$777K +8,003 +685%
CIM
528
CIM Investment Management
Pennsylvania
$846K -$21.3K -219 -2%
CCP
529
Carmel Capital Partners
California
$836K -$9.42K -97 -1%
CG
530
CFO4Life Group
Texas
$836K -$105K -1,078 -11%
LTAS
531
Linden Thomas Advisory Services
North Carolina
$835K +$873K +8,988 New
HFM
532
Harvest Fund Management
China
$834K -$14.9K -153 -2%
MC
533
Merlin Capital
Rhode Island
$828K -$120K -1,239 -12%
FNBOH
534
First National Bank of Hutchinson
Kansas
$815K +$462K +4,756 +118%
AA
535
AlphaMark Advisors
Kentucky
$806K -$346K -3,564 -29%
BFG
536
Bleakley Financial Group
New Jersey
$791K -$82.4K -848 -9%
SS
537
Simplicity Solutions
Minnesota
$791K -$82.1K -845 -9%
MSFS
538
Main Street Financial Solutions
Pennsylvania
$790K +$826K +8,504 New
DWT
539
Dorsey & Whitney Trust
South Dakota
$788K +$46.3K +477 +6%
JIC
540
Johnson Investment Counsel
Ohio
$787K +$4.66K +48 +0.6%
RGF
541
Retirement Guys Formula
Ohio
$782K +$818K +8,418 New
CWM
542
Cornerstone Wealth Management
Missouri
$781K +$265K +2,729 +48%
AAS
543
Avantax Advisory Services
Texas
$774K +$152K +1,566 +23%
IWC
544
Integrated Wealth Concepts
Massachusetts
$768K -$46.8K -482 -6%
EF
545
Empirical Finance
Pennsylvania
$763K +$152K +1,561 +23%
MCM
546
MAI Capital Management
Ohio
$761K -$62.2K -640 -7%
DS
547
DRW Securities
Illinois
$760K +$483K +4,972 +155%
IFG
548
Independent Financial Group
California
$750K -$119K -1,220 -13%
SPC
549
Sigma Planning Corp
Michigan
$749K -$188K -1,932 -19%
AIM
550
Aigen Investment Management
New York
$741K +$774K +7,969 New
20 21
22
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