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Name Holding Trade Value Shares
Change 		Change in
Stake
C
526
Covestor
United Kingdom
$214K +$22.2K +256 +13%
BHWM
527
Beaird Harris Wealth Management
Texas
$211K +$134K +1,549 +240%
AIP
528
Ameritas Investment Partners
Nebraska
$209K – – –
CCWM
529
Cassaday & Co Wealth Management
Virginia
$209K +$188K +2,176 New
FWIA
530
Fort Washington Investment Advisors
Ohio
$208K +$187K +2,164 New
PFA
531
Pure Financial Advisors
California
$205K +$185K +2,138 New
LSAG
532
Lake Street Advisors Group
New Hampshire
$204K +$184K +2,130 New
USCWA
533
U.S. Capital Wealth Advisors
Texas
$204K +$184K +2,123 New
HFM
534
Harvest Fund Management
China
$203K +$51.6K +596 +39%
IFU
535
iSAM Funds (UK)
United Kingdom
$202K -$95.4K -1,102 -34%
FTDI
536
First Trust Direct Indexing
Massachusetts
$200K +$181K +2,087 New
EL
537
EMFO LLC
Florida
$192K +$174K +2,005 New
CAL
538
Capital Analysts LLC
Pennsylvania
$187K +$64.7K +747 +62%
TFIPS
539
Towarzystwo Funduszy Inwestycyjnych PZU SA
$182K – – –
BAM
540
Byrne Asset Management
New Jersey
$178K -$19.5K -225 -11%
UB
541
UMB Bank
Missouri
$177K +$260 +3 +0.2%
N
542
Natixis
France
$177K +$160K +1,844 New
SS
543
Sunbelt Securities
Texas
$164K – – –
BLC
544
Brown, Lisle/Cummings
Rhode Island
$156K +$17.3K +200 +14%
ECM
545
Estabrook Capital Management
New York
$144K – – –
SOW
546
State of Wyoming
Wyoming
$140K -$171K -1,975 -57%
UCB
547
United Community Bank
South Carolina
$138K +$4.67K +54 +4%
PS
548
Principal Securities
Iowa
$135K +$37.3K +431 +44%
QCG
549
Quadrant Capital Group
Ohio
$132K +$433 +5 +0.4%
GI
550
GAMMA Investing
California
$130K +$22K +254 +23%
20 21
22
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