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Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
626
Pure Financial Advisors
California
$292K +$3.8K +50 +1%
HFS
627
Hantz Financial Services
Michigan
$292K -$169K -2,230 -39%
PA
628
Parallel Advisors
California
$291K +$10.6K +139 +4%
GA
629
Gateway Advisory
New Jersey
$285K +$263K +3,464 New
LNC
630
Lincoln National Corp
Pennsylvania
$282K +$260K +3,426 New
WANY
631
Wealthspire Advisors (New York)
New York
$277K -$42.8K -563 -14%
BDFN
632
Bond & Devick Financial Network
Minnesota
$275K – – –
GFPC
633
Global Financial Private Client
Florida
$270K – – –
HNB
634
Huntington National Bank
Ohio
$269K +$9.12K +120 +4%
B
635
Bailard
California
$268K +$247K +3,255 New
DEA
636
DoubleLine ETF Adviser
Florida
$267K +$246K +3,242 New
ISWM
637
Independent Solutions Wealth Management
New York
$259K -$135K -1,782 -36%
TSS
638
Two Sigma Securities
New York
$256K -$343K -4,510 -59%
RCAG
639
Rehmann Capital Advisory Group
Michigan
$255K -$16.1K -212 -6%
SQA
640
Simon Quick Advisors
New Jersey
$252K -$157K -2,067 -40%
AIA
641
Angeles Investment Advisors
California
$252K +$233K +3,061 New
SCA
642
STALEY CAPITAL ADVISERS
Pennsylvania
$251K +$231K +3,045 New
AG
643
Ascent Group
Virginia
$251K -$19.9K -262 -8%
MG
644
Mather Group
Illinois
$250K +$231K +3,034 New
MC
645
Moors & Cabot
Massachusetts
$248K +$229K +3,009 New
DGAM
646
Desjardins Global Asset Management
Quebec, Canada
$247K +$144K +1,897 +171%
CT
647
Chicago Trust
Illinois
$243K -$50.9K -670 -18%
UCFA
648
United Capital Financial Advisors
Texas
$243K +$224K +2,948 New
IFS
649
Ifrah Financial Services
Arkansas
$241K +$222K +2,924 New
SA
650
Syntax Advisors
New York
$238K -$24.8K -327 -10%
24 25
26
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