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Name Holding Trade Value Shares
Change 		Change in
Stake
BPA
701
Beacon Pointe Advisors
California
$831K +$14.6K +104 +2%
PSC
702
Portman Square Capital
United Kingdom
$829K – – –
AIP
703
ARS Investment Partners
New York
$827K – – –
MCM
704
MAI Capital Management
Ohio
$826K -$307K -2,189 -27%
PA
705
Prossimo Advisors
California
$825K +$834K +5,940 New
RWM
706
Ritholtz Wealth Management
New York
$824K -$250K -1,779 -23%
HFM
707
Harvest Fund Management
China
$822K +$360K +2,566 +77%
VIM
708
VELA Investment Management
Ohio
$816K +$164K +1,172 +25%
BBA
709
Baader Bank Aktiengesellschaft
Germany
$812K +$181K +1,288 +26%
PIA
710
Pinion Investment Advisors
Kansas
$803K +$199K +1,416 +32%
GSEP
711
Golden State Equity Partners
California
$791K +$799K +5,693 New
CQS
712
Credential Qtrade Securities
$788K +$796K +5,670 New
TCM
713
Twin Capital Management
Pennsylvania
$786K -$1.75M -12,457 -69%
SPC
714
Sigma Planning Corp
Michigan
$782K -$196K -1,398 -20%
LTAS
715
Linden Thomas Advisory Services
North Carolina
$782K +$125K +891 +19%
LC
716
Lindbrook Capital
California
$782K +$174K +1,243 +28%
FFM
717
Forum Financial Management
Illinois
$781K +$11.6K +83 +1%
WS
718
Wedbush Securities
California
$772K -$777K -5,537 -50%
MYLI
719
Meiji Yasuda Life Insurance
Japan
$771K -$2.81K -20 -0.4%
PP
720
Patten & Patten
Tennessee
$768K -$106K -754 -12%
GWM
721
GDS Wealth Management
Texas
$766K – – –
I
722
InceptionR
California
$765K -$599K -4,270 -44%
VI
723
Versor Investments
New York
$754K +$160K +1,139 +27%
CNAM
724
Campbell Newman Asset Management
Wisconsin
$745K -$7.16K -51 -0.9%
MFG
725
MidWestOne Financial Group
Iowa
$743K +$338K +2,410 +82%
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