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PAYC

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
476
Cadent Capital Advisors
Oklahoma
$316K – – –
BSI
477
Bennett Selby Investments
Maine
$315K +$312K +1,036 New
SFC
478
Strategic Financial Concepts
Texas
$315K +$312K +1,035 New
BCM
479
Brookstone Capital Management
Illinois
$311K +$13.8K +46 +5%
BFA
480
Beaumont Financial Advisors
Massachusetts
$310K – – –
API
481
Advisor Partners II
California
$302K -$309K -1,025 -51%
KA
482
Kintegral Advisory
New York
$301K -$16K -53 -5%
SPC
483
Sigma Planning Corp
Michigan
$292K -$33.1K -110 -10%
AT
484
American Trust
Kentucky
$287K -$95.7K -318 -25%
DIM
485
DC Investments Management
Virginia
$283K +$281K +932 New
QP
486
Quilter Plc
United Kingdom
$283K +$85.8K +285 New
CP
487
Covenant Partners
Tennessee
$273K -$10.5K -35 -4%
MCC
488
Malaga Cove Capital
California
$271K – – –
CI
489
CX Institutional
Indiana
$270K +$272K +903 New
IUHSA
490
Itau Unibanco Holding S.A.
Brazil
$269K +$266K +884 New
STC
491
Sarah T. Connolly
$268K -$28.6K -95 -10%
DT
492
Diversified Trust
Tennessee
$266K -$122K -406 -32%
LWAM
493
Legacy Wealth Asset Management
Minnesota
$265K +$2.41K +8 +0.9%
O
494
Ossiam
France
$264K +$88.5K +294 +51%
DFCM
495
Dark Forest Capital Management
Puerto Rico
$262K +$260K +863 New
WCA
496
Westover Capital Advisors
Delaware
$262K -$602 -2 -0.2%
HSA
497
HBK Sorce Advisory
Pennsylvania
$259K -$268K -890 -51%
SA
498
Syntax Advisors
New York
$252K +$30.7K +102 +14%
VCG
499
Vantage Consulting Group
Virginia
$252K +$30.7K +102 +14%
PFO
500
Pathstone Family Office
New Jersey
$251K -$578K -1,919 -70%
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