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Name Holding Trade Value Shares
Change 		Change in
Stake
FFS
676
Founders Financial Securities
Maryland
$293K +$5.23K +135 +2%
RIA
677
Regal Investment Advisors
Michigan
$293K +$280K +7,230 New
LWCFA
678
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$291K – – –
CWM
679
Connecticut Wealth Management
Connecticut
$289K – – –
FTDI
680
First Trust Direct Indexing
Massachusetts
$287K -$58.5K -1,510 -18%
MCM
681
MAI Capital Management
Ohio
$285K -$8.14K -210 -3%
PCG
682
Private Capital Group
Connecticut
$285K +$44.6K +1,150 +20%
BCM
683
Bluefin Capital Management
New York
$284K +$271K +7,000 New
EI
684
Ethic Inc
New York
$284K +$272K +7,015 New
FMWA
685
Forvis Mazars Wealth Advisors
Missouri
$279K -$969 -25 -0.4%
SMH
686
Sanders Morris Harris
Texas
$279K – – –
QT
687
Quantbot Technologies
New York
$279K +$267K +6,890 New
TGAM
688
TBH Global Asset Management
Tennessee
$274K – – –
PCP
689
Proficio Capital Partners
Massachusetts
$272K -$33.5K -865 -11%
AIM
690
Acropolis Investment Management
Missouri
$272K – – –
ONST
691
Old North State Trust
North Carolina
$271K – – –
GWM
692
Greenwich Wealth Management
Connecticut
$271K +$1.75K +45 +0.7%
CAAS
693
Capital Asset Advisory Services
Michigan
$269K -$229K -5,910 -47%
MAM
694
Martingale Asset Management
Massachusetts
$268K -$1.45M -37,390 -85%
HH
695
Hilltop Holdings
Texas
$268K -$24.4K -630 -9%
PL
696
Parthenon LLC
Kentucky
$268K – – –
PGFC
697
Peapack-Gladstone Financial Corp
New Jersey
$268K – – –
GAM
698
Gotham Asset Management
New York
$266K -$172K -4,440 -40%
BC
699
Bridgefront Capital
Texas
$266K +$254K +6,555 New
GCP
700
GSA Capital Partners
United Kingdom
$266K +$255K +6,570 New
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