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Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
651
Evanson Asset Management
California
$338K – – –
WBG
652
Wharton Business Group
Pennsylvania
$336K +$72.5K +445 +25%
EGM
653
Engineers Gate Manager
New York
$333K +$141K +865 +66%
VAS
654
Vestmark Advisory Solutions
Massachusetts
$332K -$1.43M -8,775 -80%
TRCT
655
Tower Research Capital (TRC)
New York
$331K -$7.45M -45,756 -95%
LSPW
656
Lake Street Private Wealth
Illinois
$327K +$57.8K +355 +20%
EC
657
EdgeRock Capital
Colorado
$324K +$346K +2,123 New
CG
658
Caprock Group
Idaho
$321K -$102K -628 -23%
NL
659
NWAM LLC
Washington
$319K +$33.7K +207 +11%
SSWM
660
Sheets Smith Wealth Management
North Carolina
$315K -$3.09K -19 -0.9%
CA
661
Cresta Advisors
Texas
$313K +$334K +2,050 New
SS
662
Sunbelt Securities
Texas
$313K +$205K +1,258 +160%
WCM
663
Wildcat Capital Management
New York
$311K +$332K +2,038 New
RA
664
RFG Advisory
Alabama
$311K +$30K +184 +10%
KWMG
665
King Wealth Management Group
Florida
$306K -$475K -2,916 -59%
DT
666
Diversified Trust
Tennessee
$304K +$40.9K +251 +14%
FTDI
667
First Trust Direct Indexing
Massachusetts
$300K +$28.7K +176 +10%
HCA
668
Harbour Capital Advisors
Virginia
$296K +$316K +1,940 New
TDC
669
Thompson Davis & Co
Virginia
$293K -$24.4K -150 -7%
OAM
670
Ostrum Asset Management
France
$293K +$110K +675 +54%
DIM
671
DC Investments Management
Virginia
$293K – – –
WDC
672
Woodward Diversified Capital
California
$292K +$311K +1,911 New
UM
673
UniSuper Management
Australia
$290K – – –
MFA
674
Mayflower Financial Advisors
Massachusetts
$287K -$11.2K -69 -4%
BL
675
Balentine LLC
Georgia
$286K -$15.5K -95 -5%
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