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Name Holding Trade Value Shares
Change 		Change in
Stake
RFM
601
Royal Fund Management
Florida
$284K – – –
IUHSA
602
Itau Unibanco Holding S.A.
Brazil
$284K +$13.1K +84 +5%
SFG
603
Synergy Financial Group
California
$283K – – –
PWM
604
Perigon Wealth Management
California
$282K -$144K -921 -35%
SS
605
Simplicity Solutions
Minnesota
$277K +$258K +1,655 New
FAIM
606
Financial Advocates Investment Management
Washington
$273K -$347K -2,226 -58%
TRCT
607
Tower Research Capital (TRC)
New York
$271K -$4.95M -31,755 -95%
DADC
608
D.A. Davidson & Co
Montana
$269K +$23.4K +150 +10%
GCP
609
GSA Capital Partners
United Kingdom
$268K +$20.4K +131 +9%
RFO
610
RiverGlades Family Offices
Florida
$268K +$250K +1,600 New
CGL
611
Clarius Group LLC
Washington
$265K -$176K -1,128 -42%
ACM
612
Advisors Capital Management
New Jersey
$265K -$156 -1 -0.1%
AFAS
613
Acorn Financial Advisory Services
Virginia
$260K -$14.7K -94 -6%
SIC
614
Schwartz Investment Counsel
Michigan
$259K -$78K -500 -24%
FTDI
615
First Trust Direct Indexing
Massachusetts
$257K +$240K +1,537 New
PCM
616
Prelude Capital Management
New York
$252K +$235K +1,504 New
LA
617
Legacy Advisors
Pennsylvania
$251K +$4.83K +31 +2%
GT
618
Greenleaf Trust
Michigan
$250K +$10.3K +66 +5%
MOS
619
MGO One Seven
Ohio
$249K -$33.4K -214 -13%
TFCP
620
Twin Focus Capital Partners
Massachusetts
$247K +$1.09K +7 +0.5%
IAS
621
IMA Advisory Services
Colorado
$243K – – –
FFN
622
Focus Financial Network
Minnesota
$241K +$2.18K +14 +1%
AT
623
Arden Trust
Delaware
$241K -$176K -1,129 -44%
SGA
624
Seaport Global Advisors
Massachusetts
$240K -$21.4K -137 -9%
DCM
625
Dupont Capital Management
Delaware
$239K +$223K +1,429 New
23 24
25
26 27