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Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
501
Concourse Financial Group Securities
Alabama
$304K -$39.9K -1,930 -12%
NL
502
NKCFO LLC
Illinois
$299K – – –
AIP
503
Ameritas Investment Partners
Nebraska
$298K +$22K +1,065 +8%
WA
504
WealthTrust Axiom
Pennsylvania
$287K – – –
RHBC
505
R.H. Bluestein & Co
Michigan
$285K – – –
KWM
506
Kingsview Wealth Management
Oregon
$284K -$27.3K -1,320 -9%
AT
507
Arden Trust
Delaware
$284K +$516 +25 +0.2%
ECM
508
ETrade Capital Management
Virginia
$284K +$31K +1,500 +13%
CFG
509
Citizens Financial Group
Rhode Island
$283K -$33.4K -1,615 -11%
IWM
510
IHT Wealth Management
Illinois
$282K +$3K +145 +1%
OWA
511
One Wealth Advisors
California
$280K – – –
RIM
512
Redpoint Investment Management
Australia
$280K – – –
SS
513
Simplicity Solutions
Minnesota
$280K +$28.8K +1,395 +12%
KRSITF
514
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$274K +$10.8K +525 +4%
OIA
515
Optimum Investment Advisors
Illinois
$272K -$124K -6,000 -32%
HSA
516
HBK Sorce Advisory
Pennsylvania
$271K -$15.4K -745 -6%
WPW
517
Waldron Private Wealth
Pennsylvania
$270K – – –
CA
518
Clearstead Advisors
Ohio
$269K -$3.72K -180 -1%
EGM
519
Engineers Gate Manager
New York
$264K -$1.23M -59,355 -83%
SCA
520
Snowden Capital Advisors
New York
$262K +$620 +30 +0.3%
LRIC
521
Long Road Investment Counsel
Michigan
$261K – – –
AG
522
Algert Global
California
$258K -$356K -17,245 -59%
SC
523
SouthState Corp
Florida
$253K -$88K -4,260 -27%
LI
524
Leap Investments
Illinois
$250K +$238K +11,500 New
VWM
525
Valley Wealth Managers
New Jersey
$248K -$129K -6,250 -35%
19 20
21
22 23