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Name Holding Trade Value Shares
Change 		Change in
Stake
FMLI
601
Fukoku Mutual Life Insurance
Japan
$207K +$186K +4,707 New
BRWA
602
B. Riley Wealth Advisors
Florida
$207K +$185K +4,699 New
TPI
603
Trust Point Inc
Wisconsin
$206K +$184K +4,680 New
MA
604
Mutual Advisors
Nebraska
$204K -$35.6K -904 -14%
AT
605
Arden Trust
Delaware
$204K +$182K +4,619 New
FAM
606
Formidable Asset Management
Ohio
$203K +$182K +4,611 New
IFWM
607
Institute for Wealth Management
Colorado
$200K +$179K +4,542 New
SOW
608
State of Wyoming
Wyoming
$198K -$251K -6,368 -59%
IWA
609
Icon Wealth Advisors
Texas
$194K +$82.1K +2,082 +52%
EMFAT
610
Emerald Mutual Fund Advisers Trust
Pennsylvania
$187K -$53.7K -1,363 -24%
OAM
611
Ostrum Asset Management
France
$180K -$12.5K -318 -7%
PCM
612
Penserra Capital Management
California
$174K +$49K +1,243 +46%
GWSG
613
GPS Wealth Strategies Group
Colorado
$162K – – –
C
614
Covestor
United Kingdom
$151K -$17.8K -451 -12%
SC
615
Solstein Capital
California
$147K -$24.2K -615 -16%
OCM
616
Orion Capital Management
California
$143K -$13.8K -350 -10%
NEI
617
Northwest & Ethical Investments
Ontario, Canada
$141K -$7.88K -200 -6%
SIC
618
SJS Investment Consulting
Ohio
$140K +$118 +3 +0.1%
CA
619
CoreCap Advisors
Michigan
$139K +$23.6K +598 +23%
MSFP
620
Mark Sheptoff Financial Planning
Connecticut
$137K +$122K +3,100 New
SWM
621
Spire Wealth Management
Virginia
$132K -$19.6K -496 -14%
PA
622
Parallel Advisors
California
$120K +$11.7K +296 +12%
GC
623
Globeflex Capital
California
$119K +$106K +2,700 New
LC
624
Lindbrook Capital
California
$110K +$10.7K +271 +12%
TPCW
625
TD Private Client Wealth
New York
$108K +$12.1K +306 +14%
23 24
25
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