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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
526
Clark Asset Management
New Hampshire
$309K – – –
BAM
527
Burkett Asset Management
$307K +$291K +5,670 New
S
528
Storgate
Texas
$300K +$284K +5,536 New
LF
529
Lansforsakringar Fondforvaltning
Sweden
$299K – – –
AC
530
Aristeia Capital
Connecticut
$298K +$283K +5,509 New
GT
531
Greenleaf Trust
Michigan
$297K -$2.46K -48 -0.9%
WANY
532
Wealthspire Advisors (New York)
New York
$295K +$130K +2,527 +86%
CWM
533
Cornerstone Wealth Management
Missouri
$294K – – –
HIC
534
Holderness Investments Company
North Carolina
$292K – – –
HFS
535
Hantz Financial Services
Michigan
$291K +$31.1K +607 +13%
IWM
536
IHT Wealth Management
Illinois
$289K -$26.8K -522 -9%
SF
537
Summit Financial
New Jersey
$287K -$95.1K -1,853 -26%
UB
538
UMB Bank
Missouri
$287K -$1.85K -36 -0.7%
IAA
539
Independent Advisor Alliance
North Carolina
$284K -$33.5K -653 -11%
AAP
540
Arax Advisory Partners
Colorado
$280K -$220K -4,296 -45%
WWM
541
Western Wealth Management
Colorado
$280K +$7.7K +150 +3%
SC
542
Savant Capital
Illinois
$279K +$264K +5,152 New
ETC
543
Exchange Traded Concepts
Oklahoma
$275K -$46.7K -910 -15%
HP
544
Havemeyer Place
Connecticut
$274K +$260K +5,062 New
CP
545
Covenant Partners
Tennessee
$272K – – –
EB
546
Eastern Bank
Massachusetts
$272K -$17.5K -342 -6%
AF
547
Advisornet Financial
Minnesota
$272K – – –
AU
548
AlphaGrep UK
$268K +$254K +4,942 New
CIA
549
Concurrent Investment Advisors
Florida
$266K +$252K +4,913 New
WS
550
Wedbush Securities
California
$264K +$250K +4,875 New
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