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CAG

Name Holding Trade Value Shares
Change 		Change in
Stake
FT
551
Fiduciary Trust
Massachusetts
$258K +$3.88K +113 +1%
CG
552
Caprock Group
Idaho
$258K +$271K +7,898 New
JG
553
Jefferies Group
New York
$258K -$411K -11,975 -60%
LIM
554
Leavell Investment Management
Alabama
$255K +$34.3K +1,000 +15%
JFGIW
555
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$253K -$11.5K -335 -5%
WS
556
Wedbush Securities
California
$253K -$4.36K -127 -2%
AG
557
AIA Group
Hong Kong
$252K -$163K -4,753 -38%
EA
558
Ellsworth Advisors
Ohio
$249K +$30K +875 +13%
BFC
559
Bedel Financial Consulting
Indiana
$248K +$236K +6,876 New
CWA
560
Centennial Wealth Advisory
Michigan
$248K +$261K +7,601 New
PWA
561
Phoenix Wealth Advisors
North Carolina
$247K +$1.85K +54 +0.7%
SDIC
562
South Dakota Investment Council
South Dakota
$245K – – –
SP
563
Symmetry Partners
Connecticut
$243K +$255K +7,440 New
CC
564
Courier Capital
New York
$240K – – –
CWM
565
CIBC World Markets
New York
$238K -$900K -26,215 -78%
EW
566
Evoke Wealth
California
$238K +$584 +17 +0.2%
AAM
567
Advisors Asset Management
Colorado
$238K +$69.5K +2,025 +38%
BOS
568
Bank of Stockton
California
$236K -$55.5K -1,618 -18%
CW
569
CreativeOne Wealth
Kansas
$236K -$8.27K -241 -3%
MGP
570
Metis Global Partners
California
$235K -$1.68K -49 -0.7%
HI
571
Humankind Investments
New York
$234K +$18.5K +540 +8%
OIS
572
Okabena Investment Services
Minnesota
$234K +$246K +7,174 New
SOAMC
573
Spirit of America Management Corp
New York
$232K – – –
CS
574
Comerica Securities
Michigan
$232K +$29.8K +869 +14%
NRI
575
NFP Retirement Inc
California
$230K -$1.24K -36 -0.5%
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