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Name Holding Trade Value Shares
Change 		Change in
Stake
VCG
651
Vantage Consulting Group
Virginia
$238K -$24.8K -327 -10%
P
652
Pitcairn
Pennsylvania
$238K -$259K -3,405 -54%
SFM
653
Systematic Financial Management
New Jersey
$237K +$219K +2,880 New
AR
654
Advisory Research
Illinois
$237K -$51K -671 -19%
SIM
655
Sentry Investment Management
Wisconsin
$235K -$2.81K -37 -1%
EPA
656
Element Pointe Advisors
Florida
$228K +$211K +2,773 New
SCM
657
Shelton Capital Management
Colorado
$227K +$209K +2,757 New
AWM
658
AllSquare Wealth Management
New York
$226K +$22.8K +300 +12%
NC
659
NinePointTwo Capital
California
$224K +$207K +2,725 New
TIA
660
Trust Investment Advisors
Indiana
$224K +$206K +2,717 New
HKIMG
661
Hutchens & Kramer Investment Management Group
Indiana
$221K +$204K +2,683 New
SC
662
Shay Capital
New York
$212K +$196K +2,575 New
VV
663
Verity & Verity
South Carolina
$211K +$194K +2,560 New
AWM
664
Apollon Wealth Management
South Carolina
$207K +$191K +2,517 New
MIFH
665
Migdal Insurance & Financial Holdings
Israel
$207K +$147K +1,936 +327%
LFAS
666
Level Four Advisory Services
Texas
$205K +$189K +2,487 New
RCA
667
Resonant Capital Advisors
Wisconsin
$204K +$189K +2,483 New
FHA
668
First Horizon Advisors
Tennessee
$194K +$101K +1,323 +128%
CAL
669
Capital Analysts LLC
Pennsylvania
$192K -$40.3K -531 -19%
HI
670
Harbour Investments
Wisconsin
$184K +$21.7K +285 +15%
PP
671
Paloma Partners
Connecticut
$174K -$400K -5,271 -71%
CMBA
672
C.M. Bidwell & Associates
Hawaii
$162K -$1.52K -20 -1%
LSA
673
Leonteq Securities AG
Switzerland
$150K -$15K -198 -10%
RTC
674
Riverview Trust Company
Washington
$136K – – –
FP
675
Financial Perspectives
Minnesota
$136K – – –
25 26
27
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