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Name Holding Trade Value Shares
Change 		Change in
Stake
OQS
751
Occudo Quantitative Strategies
Florida
$426K -$1.49M -27,225 -77%
CFA
752
Cahill Financial Advisors
Minnesota
$426K – – –
EA
753
Emerald Advisers
Pennsylvania
$424K -$23.4K -428 -5%
VAS
754
Vestmark Advisory Solutions
Massachusetts
$423K +$420K +7,678 New
HIC
755
Holderness Investments Company
North Carolina
$423K – – –
WB
756
WesBanco Bank
West Virginia
$419K -$13.7K -250 -3%
XT
757
XTX Topco
Cayman Islands
$418K +$416K +7,591 New
BFG
758
Berger Financial Group
Minnesota
$418K -$20.1K -368 -5%
CAGAS
759
Capital Advisory Group Advisory Services
Minnesota
$415K -$17K -310 -4%
KLI
760
Kelman-Lazarov Inc
Tennessee
$415K +$1.09K +20 +0.3%
MQWP
761
Morey & Quinn Wealth Partners
Nebraska
$415K +$6.9K +126 +2%
BCM
762
Brookstone Capital Management
Illinois
$414K -$27.2K -496 -6%
KFS
763
Kurt F. Somerville
$413K – – –
WTB
764
Washington Trust Bank
Washington
$411K – – –
CFG
765
Citizens Financial Group
Rhode Island
$411K -$1.64K -30 -0.4%
BFIM
766
Beese Fulmer Investment Management
Ohio
$410K -$4.11K -75 -1%
CGL
767
Clarius Group LLC
Washington
$410K +$407K +7,438 New
SMH
768
Sanders Morris Harris
Texas
$405K – – –
KFS
769
Keynote Financial Services
Connecticut
$404K – – –
YMRC
770
Yorktown Management & Research Company
Virginia
$399K – – –
NP
771
NorthRock Partners
Minnesota
$396K +$68.8K +1,257 +21%
BCWM
772
Bartlett & Co Wealth Management
Ohio
$396K +$7.12K +130 +2%
CG
773
Cynosure Group
Utah
$395K +$39.2K +716 +11%
AWM
774
Angeles Wealth Management
California
$390K -$4.11K -75 -1%
SAW
775
Signal Advisors Wealth
Michigan
$389K -$3.67K -67 -0.9%
29 30
31
32 33