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Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1201
Requisite Capital Management
Texas
$1.03M +$1.01M +14,084 New
FNBT
1202
FineMark National Bank & Trust
Florida
$1.02M -$126K -1,755 -11%
BAM
1203
Blueshift Asset Management
New Jersey
$1.02M +$198K +2,751 +25%
MFS
1204
Miller Financial Services
Michigan
$1.01M -$905K -12,565 -47%
TCM
1205
Teza Capital Management
Illinois
$1.01M -$1.7M -23,616 -63%
BCB
1206
Brian C. Broderick
$992K +$981K +13,612 New
AA
1207
Aire Advisors
California
$986K +$309K +4,293 +46%
LWANC
1208
Laurel Wealth Advisors (North Carolina)
North Carolina
$986K +$974K +13,524 +676,200%
MWM
1209
Meridian Wealth Management
Kentucky
$985K -$3.39K -47 -0.3%
GM
1210
GeoWealth Management
Illinois
$978K -$596K -8,279 -38%
KWM
1211
Kingsman Wealth Management
Florida
$974K +$963K +13,367 New
CTC
1212
Central Trust Company
Missouri
$973K +$643K +8,926 +202%
VIM
1213
VELA Investment Management
Ohio
$968K +$81.1K +1,126 +9%
AFG
1214
ABLE Financial Group
Arizona
$966K +$44.6K +619 +5%
NL
1215
NWAM LLC
Washington
$966K +$224K +3,105 +31%
CCIA
1216
Campbell & Co Investment Adviser
Maryland
$965K +$242K +3,354 +34%
SHGA
1217
Sand Hill Global Advisors
California
$964K -$19.3K -268 -2%
CPCM
1218
Cardinal Point Capital Management
Ontario, Canada
$964K +$953K +13,225 New
ACM
1219
Accent Capital Management
Ohio
$961K – – –
PVI
1220
Pine Valley Investments
New Jersey
$959K +$145K +2,008 +18%
CF
1221
Cyr Financial
Illinois
$956K +$16.3K +226 +2%
MCM
1222
MAI Capital Management
Ohio
$952K +$14.6K +203 +2%
LS
1223
Livforsakringsbolaget Skandia
Sweden
$952K -$79.2K -1,100 -8%
TPA
1224
Trivium Point Advisory
Connecticut
$946K -$55.6K -772 -6%
DAS
1225
Dynamic Advisor Solutions
Arizona
$943K +$932K +12,941 New
47 48
49
50 51