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Name Holding Trade Value Shares
Change 		Change in
Stake
BFEC
751
Benjamin F. Edwards & Company
Missouri
$389K – – –
AG
752
Algert Global
California
$386K – – –
ICM
753
IMS Capital Management
Oregon
$386K +$12.5K +5 +3%
MIP
754
Marietta Investment Partners
Wisconsin
$384K – – –
RPWA
755
Regent Peak Wealth Advisors
Georgia
$384K +$2.51K +1 +0.7%
ST
756
Spinnaker Trust
Maine
$381K – – –
SACTSONJ
757
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$381K – – –
PI
758
PFG Investments
New York
$378K -$2.51K -1 -0.7%
WAP
759
Wealthcare Advisory Partners
Pennsylvania
$378K +$15.1K +6 +4%
SVWAG
760
Sound View Wealth Advisors Group
Georgia
$376K – – –
SIMG
761
Sonora Investment Management Group
Arizona
$371K – – –
IFG
762
Independent Financial Group
California
$371K +$27.6K +11 +8%
VCP
763
Verus Capital Partners
Arizona
$368K -$12.5K -5 -3%
MCM
764
Monument Capital Management
Virginia
$368K – – –
LCM
765
LCM Capital Management
Illinois
$366K -$5.02K -2 -1%
FC
766
FCA Corp
Texas
$363K – – –
SFI
767
Siemens Fonds Invest
Germany
$361K -$40.2K -16 -10%
PTC
768
Private Trust Company
Ohio
$361K +$10K +4 +3%
MWM
769
Modera Wealth Management
New Jersey
$358K +$7.53K +3 +2%
GC
770
Grimes & Company
Massachusetts
$356K +$67.8K +27 +24%
GFS
771
GYL Financial Synergies
Connecticut
$356K +$27.6K +11 +9%
FWM
772
Fairhaven Wealth Management
Illinois
$353K – – –
FCP
773
Fidelis Capital Partners
Florida
$351K +$22.6K +9 +7%
SMA
774
Sage Mountain Advisors
Georgia
$351K -$65.2K -26 -16%
FWIA
775
Fort Washington Investment Advisors
Ohio
$351K -$47.7K -19 -12%
29 30
31
32 33