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Name Holding Trade Value Shares
Change 		Change in
Stake
ANRIA
1001
American National Registered Investment Advisor
Texas
$683K -$1M -5,815 -59%
SGA
1002
Strategic Global Advisors
California
$679K – – –
TAF
1003
Tredje AP-fonden
Sweden
$678K – – –
TW
1004
TrinityPoint Wealth
Connecticut
$676K -$9.49K -55 -1%
HW
1005
Hancock Whitney
Mississippi
$675K -$8.63K -50 -1%
RM
1006
Resource Management
Louisiana
$675K +$16.1K +93 +2%
RCAG
1007
Rehmann Capital Advisory Group
Michigan
$673K -$172K -994 -20%
PSUF
1008
People's United Financial
Connecticut
$670K -$199K -1,153 -23%
WC
1009
Woodstock Corp
Massachusetts
$667K – – –
BL
1010
BFSG LLC
California
$665K +$677K +3,922 New
FBT
1011
First Bank & Trust
South Dakota
$656K +$2.76K +16 +0.4%
GSWM
1012
Golden State Wealth Management
California
$654K +$7.59K +44 +1%
CHAM
1013
Clear Harbor Asset Management
Connecticut
$651K – – –
1WA
1014
180 Wealth Advisors
Washington
$647K +$4.32K +25 +0.6%
CCA
1015
Cobblestone Capital Advisors
New York
$646K -$116K -675 -15%
HIM
1016
Herald Investment Management
United Kingdom
$643K – – –
FBFS
1017
First Business Financial Services
Wisconsin
$643K +$310K +1,795 +90%
WEC
1018
Winslow Evans & Crocker
Massachusetts
$642K +$108K +624 +20%
IWP
1019
Icon Wealth Partners
Texas
$638K +$22.3K +129 +4%
SM
1020
SG3 Management
Puerto Rico
$635K +$647K +3,750 New
VF
1021
Virtu Financial
New York
$634K -$998K -5,780 -61%
PGFC
1022
Peapack-Gladstone Financial Corp
New Jersey
$620K +$236K +1,368 +60%
JAM
1023
JCIC Asset Management
Ontario, Canada
$615K -$184K -1,068 -23%
SCP
1024
Shorepoint Capital Partners
Massachusetts
$611K +$16.9K +98 +3%
CQS
1025
Credential Qtrade Securities
$605K +$315K +1,826 +105%
39 40
41
42 43