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Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
576
Freedom Investment Management
Connecticut
$222K +$18.3K +234 +9%
VFA
577
Voya Financial Advisors
Connecticut
$219K +$220K +2,811 New
CB
578
Commerce Bank
Missouri
$217K -$8.37K -107 -4%
PAM
579
Princeton Alpha Management
New Jersey
$213K +$210K +2,682 New
MWAC
580
Mariner Wealth Advisors (Cincinnati)
Ohio
$211K -$158K -2,020 -43%
PNAA
581
Pictet North America Advisors
Switzerland
$210K +$207K +2,639 New
UAS
582
United Asset Strategies
New York
$210K +$207K +2,645 New
TMAM
583
Tokio Marine Asset Management
Japan
$207K +$203K +2,600 New
CS
584
Comerica Securities
Michigan
$205K +$201K +2,573 New
PFPT
585
Pinnacle Financial Partners (Tennessee)
Tennessee
$201K +$194K +2,477 New
GS
586
Girard Securities
California
$200K -$16.4K -210 -8%
HIIFS
587
Harel Insurance Investments & Financial Services
Israel
$191K +$2.43K +31 +1%
MFW
588
Mosaic Family Wealth
Missouri
$172K – – –
LWCFA
589
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$167K -$173K -2,210 -51%
HHMI
590
Howard Hughes Medical Institute
Maryland
$167K -$16.4K -210 -9%
EP
591
Edinburgh Partners
United Kingdom
$159K – – –
BWP
592
Baldwin Wealth Partners
Massachusetts
$133K +$17.1K +218 +15%
CAW
593
Cornerstone Advisors (Washington)
Washington
$127K +$3.05K +39 +3%
WEC
594
Winslow Evans & Crocker
Massachusetts
$123K -$141K -1,800 -54%
EWM
595
Edge Wealth Management
New York
$104K – – –
RFA
596
Reilly Financial Advisors
California
$103K – – –
S
597
SignatureFD
Georgia
$99K +$84.9K +1,085 +687%
AF
598
Allworth Financial
California
$95K – – –
FO
599
FT Options
Illinois
$95K +$93.9K +1,200 New
WP
600
WealthPLAN Partners
Nebraska
$88.9K +$184K +2,349 New
22 23
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