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Name Holding Trade Value Shares
Change 		Change in
Stake
MIH
601
Meitav Investment House
Israel
$407K -$1.16M -16,710 -80%
FANJ
602
Financial Architects (New Jersey)
New Jersey
$405K -$59.7K -860 -17%
OSAM
603
O'Shaughnessy Asset Management
Connecticut
$404K +$258K +3,710 +675%
CCMT
604
CMT Capital Markets Trading
Germany
$403K -$2.87M -41,390 -91%
CWM
605
Cornerstone Wealth Management
Missouri
$402K +$294K +4,230 New
SIA
606
Soltis Investment Advisors
Utah
$401K +$293K +4,220 New
TL
607
TrueWealth LLC
Georgia
$392K +$16.7K +240 +6%
QSS
608
Quantitative Systematic Strategies
Florida
$390K +$285K +4,110 New
VC
609
Vicus Capital
Pennsylvania
$388K +$284K +4,090 New
ME
610
McIlrath & Eck
Washington
$386K – – –
IP
611
Interval Partners
New York
$384K +$281K +4,050 New
VCP
612
Vista Capital Partners
Oregon
$384K +$281K +4,050 New
MA
613
MONECO Advisors
Connecticut
$383K -$254K -3,660 -48%
DWM
614
Dakota Wealth Management
Florida
$381K -$61.1K -880 -18%
CA
615
Cullinan Associates
Kentucky
$380K +$278K +4,000 New
GT
616
Glenview Trust
Kentucky
$380K +$278K +4,000 New
NEWAS
617
N.E.W. Advisory Services
Wisconsin
$380K +$278K +4,000 New
BBHC
618
Brown Brothers Harriman & Co
New York
$376K -$2.78K -40 -1%
BO
619
BRR OpCo
Ohio
$376K +$275K +3,960 New
HFM
620
Harvest Fund Management
China
$373K +$27.1K +390 +12%
BG
621
Bollard Group
Massachusetts
$372K -$17.9M -257,580 -99%
PFA
622
Pinnacle Family Advisors
Missouri
$368K +$269K +3,880 New
WAAG
623
Wealth Alliance Advisory Group
Kansas
$368K +$269K +3,880 New
GAM
624
Griffin Asset Management
New York
$364K -$5.66M -81,560 -96%
RCA
625
Resonant Capital Advisors
Wisconsin
$364K -$110K -1,580 -29%
23 24
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