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Name Holding Trade Value Shares
Change 		Change in
Stake
HH
651
Hilltop Holdings
Texas
$743K -$21.4K -88 -3%
LSA
652
Leonteq Securities AG
Switzerland
$742K -$721K -2,958 -49%
OWM
653
Opes Wealth Management
California
$730K -$1.46K -6 -0.2%
PA
654
Parallel Advisors
California
$729K +$59.7K +245 +9%
WAG
655
Wallace Advisory Group
California
$718K +$16.6K +68 +2%
CBA
656
Coastal Bridge Advisors
Connecticut
$715K +$726K +2,980 New
WIA
657
World Investment Advisors
California
$710K +$217K +892 +43%
BMCM
658
Bryn Mawr Capital Management
Pennsylvania
$709K -$6.58K -27 -0.9%
VIM
659
VELA Investment Management
Ohio
$706K – – –
CNBT
660
Canandaigua National Bank & Trust
New York
$705K -$15.3K -63 -2%
QT
661
Quantbot Technologies
New York
$700K +$711K +2,918 New
FPAS
662
Focus Partners Advisor Solutions
Missouri
$700K +$365K +1,498 +105%
AI
663
AXS Investments
New York
$696K -$1.22M -5,017 -63%
GI
664
GAMMA Investing
California
$696K +$19.2K +79 +3%
GFP
665
Gryphon Financial Partners
Ohio
$696K +$39K +160 +6%
SIC
666
SFE Investment Counsel
California
$695K – – –
CIA
667
Concurrent Investment Advisors
Florida
$694K +$55.1K +226 +8%
EAM
668
Evanson Asset Management
California
$694K – – –
VFA
669
Voya Financial Advisors
Connecticut
$692K -$44.3K -182 -6%
BPC
670
Bryce Point Capital
New York
$690K -$291K -1,195 -29%
N
671
Numerai
California
$683K -$244K -1,003 -26%
HPC
672
HM Payson & Co
Maine
$680K – – –
AO
673
Advisor OS
Illinois
$676K -$20.2K -83 -3%
OWCM
674
One Wealth Capital Management
Arizona
$672K – – –
IA
675
IFP Advisors
Florida
$670K -$17.8K -73 -3%
25 26
27
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