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Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
1326
IMA Advisory Services
Colorado
$769K – – –
MC
1327
Matisse Capital
Oregon
$769K +$51.1K +521 +7%
PFWA
1328
Paces Ferry Wealth Advisors
Georgia
$767K -$8.34K -85 -1%
TWM
1329
TriaGen Wealth Management
California
$765K – – –
SSWM
1330
Sheets Smith Wealth Management
North Carolina
$765K +$1.08K +11 +0.1%
FIA
1331
Foundations Investment Advisors
Arizona
$764K -$86.3K -879 -10%
SC
1332
Syon Capital
California
$762K +$819K +8,347 New
ASI
1333
Advisory Services & Investments
Oregon
$760K -$491 -5 -0.1%
CWM
1334
Chemistry Wealth Management
New York
$760K -$49.4K -503 -6%
SM
1335
Sweeney & Michel
California
$755K +$12.3K +125 +2%
RB
1336
Rodgers Brothers
Pennsylvania
$755K +$9.81K +100 +1%
CSC
1337
Caldwell Sutter Capital
California
$753K -$90.9K -926 -10%
IHL
1338
Investment House LLC
California
$751K -$2.45K -25 -0.3%
CRC
1339
Curi RMB Capital
Illinois
$750K +$17.6K +179 +2%
MP
1340
McDonald Partners
Ohio
$748K +$3.04K +31 +0.4%
CWP
1341
Concord Wealth Partners
Virginia
$747K +$587K +5,980 +271%
QT
1342
Quantbot Technologies
New York
$745K -$907K -9,241 -53%
BA
1343
Birinyi Associates
Connecticut
$744K -$311K -3,166 -28%
HI
1344
Horizon Investments
North Carolina
$742K +$23.6K +240 +3%
WAG
1345
Winthrop Advisory Group
Massachusetts
$741K -$52.1K -531 -6%
PFGIA
1346
Patriot Financial Group Insurance Agency
Massachusetts
$741K +$34.5K +352 +5%
MIM
1347
Moseley Investment Management
Florida
$737K +$13.8K +141 +2%
FCA
1348
FLC Capital Advisors
California
$736K – – –
RCAG
1349
Rehmann Capital Advisory Group
Michigan
$732K -$75.1K -765 -9%
ESCM
1350
Echo Street Capital Management
New York
$732K +$291K +2,961 +59%
52 53
54
55 56