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Name Holding Trade Value Shares
Change 		Change in
Stake
EF
551
Empirical Finance
Pennsylvania
$628K +$112K +1,357 +26%
CP
552
Covenant Partners
Tennessee
$628K +$1.32K +16 +0.2%
HSA
553
HBK Sorce Advisory
Pennsylvania
$622K -$5.13K -62 -0.9%
CA
554
Continuum Advisory
Idaho
$619K +$42.3K +511 +8%
CUAMC
555
China Universal Asset Management Company
China
$614K +$40.3K +487 +8%
IWM
556
IHT Wealth Management
Illinois
$613K -$23.5K -284 -4%
BWM
557
Baron Wealth Management
Michigan
$611K – – –
LNWWM
558
Laird Norton Wetherby Wealth Management
California
$609K +$1.57K +19 +0.3%
SI
559
Stephens Inc
Arkansas
$604K -$2.98K -36 -0.6%
MS
560
Mizuho Securities
Japan
$604K -$78.6K -950 -13%
FH
561
FWG Holdings
Florida
$598K -$22.6K -273 -5%
WI
562
Wahed Invest
New York
$595K +$62.8K +759 +14%
PAG
563
Private Advisor Group
New Jersey
$577K -$265K -3,205 -34%
CCM
564
Coldstream Capital Management
Washington
$575K -$14.4K -174 -3%
DADC
565
D.A. Davidson & Co
Montana
$574K +$502K +6,066 New
FDS
566
First Dallas Securities
Texas
$572K -$8.27K -100 -2%
GCM
567
Glaxis Capital Management
Florida
$567K +$496K +6,000 New
HI
568
Horizon Investments
North Carolina
$554K -$146K -1,766 -23%
QC
569
Quaero Capital
Switzerland
$549K -$188K -2,268 -28%
MWPCG
570
Measured Wealth Private Client Group
New Hampshire
$541K -$1.9K -23 -0.4%
CWM
571
Cornerstone Wealth Management
Missouri
$537K +$469K +5,676 New
CC
572
Cipher Capital
New York
$537K +$469K +5,675 New
PFA
573
Pathway Financial Advisors
Vermont
$534K – – –
FMAEN1
574
Fund Management at Engine No 1
California
$532K +$31.4K +380 +7%
OIA
575
Optimum Investment Advisors
Illinois
$531K -$24.8K -300 -5%
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