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Name Holding Trade Value Shares
Change 		Change in
Stake
PGFC
476
Peapack-Gladstone Financial Corp
New Jersey
$321K – – –
TC
477
TownSquare Capital
Utah
$320K +$90.9K +1,264 +35%
PIM
478
Plato Investment Management
Australia
$311K – – –
DDC
479
DF Dent & Co
Maryland
$302K – – –
FPAS
480
Focus Partners Advisor Solutions
Missouri
$301K +$330K +4,590 New
LOPW
481
Live Oak Private Wealth
North Carolina
$300K – – –
CIC
482
Chilton Investment Company
Connecticut
$297K – – –
CPC
483
CFC Planning Company
Indiana
$296K +$45.2K +629 +16%
MPM
484
MBB Public Markets
Illinois
$290K +$318K +4,418 New
MSA
485
MUFG Securities Americas
New York
$286K +$53.6K +745 +21%
AAS
486
Avantax Advisory Services
Texas
$283K +$310K +4,306 New
ACP
487
Arcus Capital Partners
Georgia
$282K +$309K +4,299 New
CT
488
ClearAlpha Technologies
Connecticut
$280K +$307K +4,270 New
SFC
489
SYM Financial Corp
Indiana
$277K +$8.12K +113 +3%
BPA
490
Beacon Pointe Advisors
California
$276K +$44.9K +624 +17%
KCP
491
Kera Capital Partners
California
$274K +$301K +4,181 New
CPIG
492
Chicago Partners Investment Group
Illinois
$273K +$5.25K +73 +2%
PA
493
Profund Advisors
Maryland
$272K -$24.4K -339 -8%
NI
494
Natural Investments
California
$272K +$791 +11 +0.3%
FWA
495
FSM Wealth Advisors
Ohio
$270K +$1.58K +22 +0.5%
BJL
496
Brighton Jones LLC
Washington
$270K +$80.6K +1,121 +38%
BFO
497
Boston Family Office
Massachusetts
$268K – – –
OIA
498
OneDigital Investment Advisors
Kansas
$268K +$67.8K +943 +30%
AA
499
Auxano Advisors
Washington
$268K +$144 +2 +0%
BCM
500
Brookstone Capital Management
Illinois
$267K +$72 +1 +0%
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