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Name Holding Trade Value Shares
Change 		Change in
Stake
DLCIG
1001
D.L. Carlson Investment Group
New Hampshire
$2.12M -$159K -1,362 -7%
CPA
1002
Capital Planning Advisors
California
$2.12M -$2.46K -21 -0.1%
IWA
1003
IVC Wealth Advisors
Pennsylvania
$2.11M +$51.6K +441 +2%
PCG
1004
Private Capital Group
Connecticut
$2.11M -$45.7K -390 -2%
CC
1005
Chicago Capital
Illinois
$2.11M +$42.4K +362 +2%
XWM
1006
Xcel Wealth Management
Florida
$2.1M +$15.8K +135 +0.7%
TI
1007
Trexquant Investment
Connecticut
$2.1M -$4.79M -40,874 -68%
IP
1008
Intellectus Partners
California
$2.09M -$224K -1,911 -9%
BDS
1009
Banco de Sabadell
Florida
$2.09M +$2.23K +19 +0.1%
BA
1010
Bluesphere Advisors
Pennsylvania
$2.08M -$141K -1,201 -6%
BCM
1011
Breiter Capital Management
Florida
$2.07M -$703 -6 -0%
CT
1012
Chicago Trust
Illinois
$2.07M -$48.4K -413 -2%
CIA
1013
Capital Investment Advisors
Georgia
$2.07M +$143K +1,219 +7%
DWT
1014
Dorsey & Whitney Trust
South Dakota
$2.06M -$2.11K -18 -0.1%
AFA
1015
Abacus FCF Advisors
Florida
$2.06M – – –
FI
1016
Financial Insights
Washington
$2.06M -$28.5K -243 -1%
PT
1017
Plimoth Trust
Massachusetts
$2.04M +$152K +1,298 +8%
RPWA
1018
Regent Peak Wealth Advisors
Georgia
$2.04M +$35.5K +303 +2%
PFSC
1019
Peoples Financial Services Corp
Pennsylvania
$2.04M -$85.6K -731 -4%
IIA
1020
ICW Investment Advisors
Arizona
$2.02M +$16.9K +144 +0.8%
WANY
1021
Wealthspire Advisors (New York)
New York
$2.02M +$834K +7,123 +64%
WCM
1022
Wunderlich Capital Managemnt
Tennessee
$2M +$2.12M +18,131 New
FTDI
1023
First Trust Direct Indexing
Massachusetts
$1.99M +$30.8K +263 +1%
AIC
1024
Argus Investors Counsel
New York
$1.97M -$2.28M -19,450 -52%
EIM
1025
Essex Investment Management
Massachusetts
$1.97M +$20K +171 +1%
39 40
41
42 43