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Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
576
Insigneo Advisory Services
Florida
$366K +$31K +103 +10%
ZIG
577
Zullo Investment Group
Pennsylvania
$362K – – –
CP
578
Covenant Partners
Tennessee
$361K +$347K +1,151 New
CIS
579
Custom Index Systems
New York
$351K +$336K +1,117 New
FFM
580
Forum Financial Management
Illinois
$350K -$4.82K -16 -1%
RFP
581
Root Financial Partners
California
$349K +$602 +2 +0.2%
ZB
582
Zions Bancorporation
Utah
$347K +$333K +1,106 New
FB
583
Fulton Bank
Pennsylvania
$345K -$75.9K -252 -19%
AIM
584
Avity Investment Management
Connecticut
$345K -$15.1K -50 -4%
HH
585
Hilltop Holdings
Texas
$345K +$331K +1,100 New
IIM
586
INTECH Investment Management
Florida
$340K – – –
PWA
587
Phoenix Wealth Advisors
North Carolina
$339K – – –
SWM
588
SeaCrest Wealth Management
New York
$339K +$48.2K +160 +17%
EWA
589
EverSource Wealth Advisors
Alabama
$337K +$12.9K +43 +5%
YCG
590
Yeomans Consulting Group
Georgia
$336K +$322K +1,071 New
FAIM
591
Financial Advocates Investment Management
Washington
$335K +$322K +1,069 New
SFA
592
Sequoia Financial Advisors
Ohio
$325K +$52.4K +174 +20%
HWM
593
HB Wealth Management
Georgia
$324K +$25.3K +84 +9%
CAG
594
Csenge Advisory Group
Florida
$324K +$46.7K +155 +18%
FTIS
595
First Trust Investment Solutions
Florida
$321K +$308K +1,022 New
NRG
596
Nemes Rush Group
Michigan
$318K -$4.52K -15 -1%
G
597
GenTrust
Florida
$318K +$305K +1,012 New
SOW
598
State of Wyoming
Wyoming
$315K -$138K -458 -31%
HFA
599
Harbert Fund Advisors
Alabama
$314K -$888K -2,950 -75%
OAC
600
OMERS Administration Corp
Ontario, Canada
$314K +$301K +1,000 New
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