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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
376
AE Wealth Management
Kansas
$322K -$58.5K -1,197 -16%
PWA
377
Physician Wealth Advisors
Utah
$320K – – –
DAM
378
Deltec Asset Management
New York
$318K – – –
IFG
379
Independent Financial Group
California
$317K +$293K +5,981 New
SP
380
Saranac Partners
$315K +$35.9K +735 +14%
SOW
381
State of Wyoming
Wyoming
$313K +$289K +5,914 New
VI
382
Vestcor Inc
New Brunswick, Canada
$309K – – –
SCA
383
Summit Creek Advisors
Minnesota
$305K +$440 +9 +0.2%
IA
384
Inspire Advisors
Idaho
$300K +$44.6K +911 +19%
EF
385
Empirical Finance
Pennsylvania
$299K +$42.1K +861 +18%
PCM
386
Prelude Capital Management
New York
$293K +$271K +5,537 New
TMAM
387
Tokio Marine Asset Management
Japan
$286K +$7.92K +162 +3%
CIC
388
Chilton Investment Company
Connecticut
$285K -$21.3K -435 -7%
V
389
Veritable
Delaware
$281K +$17.7K +361 +7%
RB
390
Rodgers Brothers
Pennsylvania
$278K +$29.3K +600 +13%
ATC
391
Argent Trust Co
Tennessee
$278K +$11.5K +236 +5%
SC
392
Savant Capital
Illinois
$276K -$20.5K -420 -7%
LCM
393
Liberty Capital Management
Michigan
$275K +$254K +5,196 New
TCM
394
Teza Capital Management
Illinois
$271K -$406K -8,296 -62%
SW
395
SVB Wealth
Massachusetts
$270K -$7.14K -146 -3%
AAS
396
Avantax Advisory Services
Texas
$268K -$9.98K -204 -4%
OR
397
Olympiad Research
Connecticut
$266K +$246K +5,032 New
AWM
398
Aberdeen Wealth Management
Illinois
$265K – – –
I
399
InceptionR
California
$259K -$170K -3,480 -42%
FTDI
400
First Trust Direct Indexing
Massachusetts
$257K -$3.96K -81 -2%
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