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SMCI

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
426
PFG Investments
New York
$399K -$242K -6,368 -35%
USAA
427
United Services Automobile Association
Texas
$392K – – –
NIP
428
Nicholas Investment Partners
California
$377K – – –
LF
429
Lighthouse Financial
Florida
$377K +$417K +11,000 New
DI
430
Diligent Investors
California
$377K -$79.8K -2,102 -16%
GT
431
Glenmede Trust
Pennsylvania
$374K +$152K +3,997 +58%
JWCA
432
J.W. Cole Advisors
Florida
$372K +$139K +3,657 +51%
FAIM
433
Financial Advocates Investment Management
Washington
$370K -$17.3K -457 -4%
LA
434
Lifeworks Advisors
Michigan
$370K +$410K +10,799 New
HH
435
Hilltop Holdings
Texas
$361K +$60.7K +1,600 +18%
ICM
436
Ionic Capital Management
New York
$360K -$75.1K -1,979 -16%
VI
437
Vestcor Inc
New Brunswick, Canada
$358K +$1.21K +32 +0.3%
LFAS
438
Level Four Advisory Services
Texas
$355K +$143K +3,766 +57%
WCWM
439
Willow Creek Wealth Management
California
$354K +$393K +10,346 New
EFM
440
E Fund Management
China
$352K +$7.67K +202 +2%
CFD
441
Creative Financial Designs
Indiana
$350K +$250K +6,580 +180%
VSQM
442
V-Square Quantitative Management
Illinois
$349K +$7.4K +195 +2%
IWM
443
IHT Wealth Management
Illinois
$342K +$378K +9,975 New
3IP
444
3Chopt Investment Partners
Virginia
$340K +$376K +9,919 New
WHG
445
Westwood Holdings Group
Texas
$339K +$375K +9,889 New
LW
446
Lauer Wealth
Indiana
$333K +$351K +9,250 New
IFG
447
Independent Financial Group
California
$330K -$133K -3,516 -27%
CP
448
CenterBook Partners
Connecticut
$328K +$364K +9,582 New
EF
449
Empowered Funds
Pennsylvania
$326K -$18.8K -495 -5%
ISWM
450
Independent Solutions Wealth Management
New York
$323K +$37.9K +1,000 +12%
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