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Name Holding Trade Value Shares
Change 		Change in
Stake
WGAM
651
Wilkinson Global Asset Management
New York
$752K – – –
KAM
652
Knightsbridge Asset Management
California
$743K +$87.3K +523 +15%
RG
653
Renaissance Group
Kentucky
$741K +$2.34K +14 +0.3%
DJSG
654
D.J. St. Germain
Massachusetts
$739K – – –
AW
655
Alteri Wealth
California
$739K +$36.7K +220 +6%
LRPA
656
L. Roy Papp & Associates
Arizona
$721K – – –
LCWP
657
Legacy Capital Wealth Partners
Arkansas
$715K -$46.7K -280 -7%
CP
658
Castleview Partners
Texas
$714K -$370K -2,220 -36%
PFT
659
Providence First Trust
Arizona
$714K +$661K +3,963 New
ACA
660
Aptus Capital Advisors
Alabama
$713K +$97K +581 +17%
QT
661
Quantbot Technologies
New York
$710K -$4.06M -24,309 -86%
BBA
662
Baader Bank Aktiengesellschaft
Germany
$707K +$656K +3,930 New
AC
663
AXQ Capital
New Jersey
$700K +$648K +3,886 New
PGFC
664
Peapack-Gladstone Financial Corp
New Jersey
$693K -$80.4K -482 -11%
CIA
665
Caerus Investment Advisors
Texas
$683K +$112K +671 +21%
GWM
666
Gibbs Wealth Management
Georgia
$678K -$59.1K -354 -9%
LWL
667
Leo Wealth LLC
Texas
$672K +$622K +3,728 New
CFA
668
Churchill Financial Advisors
Kentucky
$667K +$617K +3,700 New
CW
669
CreativeOne Wealth
Kansas
$666K +$298K +1,785 +93%
TAM
670
Trust Asset Management
Texas
$665K -$23.4K -140 -4%
SIG
671
Sargent Investment Group
Maryland
$661K +$613K +3,672 New
UOTTAIMCU
672
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$661K +$612K +3,668 New
GVAG
673
Great Valley Advisor Group
Delaware
$654K +$334 +2 +0.1%
AC
674
AlphaCore Capital
California
$647K +$57.6K +345 +11%
SAM
675
Smartleaf Asset Management
Massachusetts
$643K +$111K +663 +23%
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