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Name Holding Trade Value Shares
Change 		Change in
Stake
CGA
701
Crescent Grove Advisors
Illinois
$209K +$212K +765 New
WG
702
Winton Group
United Kingdom
$207K -$423K -1,522 -67%
CA
703
Clearstead Advisors
Ohio
$207K – – –
HLOC
704
H.L. Ormond & Company
North Carolina
$207K +$241K +869 New
BC
705
Bridgefront Capital
Texas
$205K +$209K +752 New
DADC
706
D.A. Davidson & Co
Montana
$205K +$209K +752 New
PWPS
707
Pinnacle Wealth Planning Services
Ohio
$204K +$207K +745 New
WWM
708
Wolff Wiese Magana
California
$203K – – –
ASN
709
Advisory Services Network
Georgia
$203K +$205K +739 New
DA
710
Detalus Advisors
Missouri
$202K +$205K +738 New
FWM
711
Frontier Wealth Management
Missouri
$202K +$205K +738 New
WTC
712
WhitTier Trust Company
Nevada
$192K +$19.7K +71 +11%
QCG
713
Quadrant Capital Group
Ohio
$190K -$101K -363 -34%
EI
714
Ellevest Inc
New York
$186K -$18K -65 -9%
MIFH
715
Migdal Insurance & Financial Holdings
Israel
$180K -$21.9K -79 -11%
HL
716
Harding Loevner
New Jersey
$174K -$229M -825,484 -100%
DGAM
717
Desjardins Global Asset Management
Quebec, Canada
$171K +$174K +628 New
GWM
718
Geneos Wealth Management
Colorado
$161K +$25.8K +93 +19%
SOW
719
State of Wyoming
Wyoming
$160K +$26.7K +96 +20%
KFP
720
KB Financial Partners
New Jersey
$140K +$143K +514 New
EWM
721
Elmwood Wealth Management
California
$139K +$141K +509 New
NFG
722
Next Financial Group
Texas
$136K +$10.3K +37 +8%
SBL
723
Sargent Bickham Lagudis
Colorado
$131K – – –
HWM
724
HighMark Wealth Management
Minnesota
$125K – – –
PCH
725
Polar Capital Holdings
United Kingdom
$112K -$149K -538 -0.1%
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