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Name Holding Trade Value Shares
Change 		Change in
Stake
AAMC
551
Asset Allocation & Management Company
Illinois
$292K – – –
AF
552
Allworth Financial
California
$292K +$12.1K +502 +4%
BSW
553
Buckingham Strategic Wealth
Missouri
$291K -$55K -2,283 -16%
MSAM
554
Moloney Securities Asset Management
Missouri
$291K -$43.2K -1,795 -13%
KPCM
555
Kings Point Capital Management
New York
$289K -$25.3K -1,050 -8%
BFIM
556
Beese Fulmer Investment Management
Ohio
$288K – – –
LWCFA
557
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$285K -$8.91K -370 -3%
WAS
558
WESPAC Advisors SoCal
California
$285K +$14.4K +600 +5%
CCMG
559
Clark Capital Management Group
Pennsylvania
$284K +$4.7K +195 +2%
WGA
560
Weather Gauge Advisory
Virginia
$283K -$18.4K -766 -6%
AAM
561
AR Asset Management
California
$283K – – –
CAM
562
Concorde Asset Management
Michigan
$282K -$527K -21,878 -65%
QP
563
Quilter Plc
United Kingdom
$280K -$60.9K -2,529 -18%
SCA
564
STALEY CAPITAL ADVISERS
Pennsylvania
$280K – – –
BWP
565
BSW Wealth Partners
Colorado
$278K – – –
KWM
566
Keebeck Wealth Management
Illinois
$277K +$274K +11,390 New
SFA
567
Sequoia Financial Advisors
Ohio
$276K +$22.6K +939 +9%
XT
568
XTX Topco
Cayman Islands
$275K +$272K +11,282 New
EB
569
Eastern Bank
Massachusetts
$274K -$1.49K -62 -0.5%
FPCP
570
Fort Point Capital Partners
California
$274K – – –
KFGK
571
Keystone Financial Group (Kentucky)
Kentucky
$273K -$5.08K -211 -2%
PL
572
Plancorp LLC
Missouri
$273K +$771 +32 +0.3%
9WM
573
9258 Wealth Management
Ohio
$272K -$9.01K -374 -3%
WDG
574
Wealth Dimensions Group
Ohio
$271K -$38.3K -1,589 -12%
SIC
575
Shoker Investment Counsel
Ohio
$270K -$76.8K -3,191 -22%
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