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CAG

Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
576
J.W. Cole Advisors
Florida
$315K +$46K +1,268 +18%
HI
577
Horizon Investments
North Carolina
$313K +$296K +8,170 New
CA
578
CoreCap Advisors
Michigan
$312K -$5.95K -164 -2%
FT
579
Fiduciary Trust
Massachusetts
$311K +$4.1K +113 +1%
SCM
580
Schnieders Capital Management
California
$311K – – –
PWA
581
Phoenix Wealth Advisors
North Carolina
$309K +$15K +414 +5%
FFM
582
Forum Financial Management
Illinois
$309K +$1.89K +52 +0.7%
BFC
583
Bedel Financial Consulting
Indiana
$307K +$38.8K +1,069 +16%
PAG
584
Private Advisor Group
New Jersey
$307K +$2.08M +57,280 +63%
SS
585
Simplicity Solutions
Minnesota
$306K -$249K -6,861 -46%
ESCM
586
Echo Street Capital Management
New York
$306K +$286K +7,899 New
MAM
587
MMA Asset Management
Pennsylvania
$304K -$4.02K -111 -1%
LIM
588
Leavell Investment Management
Alabama
$303K – – –
PIA
589
Pinion Investment Advisors
Kansas
$298K +$44.3K +1,222 +19%
SDIC
590
South Dakota Investment Council
South Dakota
$290K – – –
TCM
591
Telos Capital Management
California
$289K +$271K +7,473 New
FDCDDQ
592
Federation des caisses Desjardins du Quebec
Quebec, Canada
$288K +$34.1K +942 +14%
SP
593
Symmetry Partners
Connecticut
$288K – – –
VCM
594
Vivaldi Capital Management
Illinois
$285K +$2.07K +57 +0.8%
PI
595
Putnam Investments
Massachusetts
$283K +$266K +7,325 New
GHAM
596
Gilman Hill Asset Management
Connecticut
$283K -$35.4K -977 -12%
EW
597
Evoke Wealth
California
$281K -$652 -18 -0.2%
VAS
598
Vestmark Advisory Solutions
Massachusetts
$280K +$33.1K +912 +14%
IGWM
599
ICA Group Wealth Management
Colorado
$280K -$200K -5,526 -43%
CW
600
CreativeOne Wealth
Kansas
$276K -$3.37K -93 -1%
22 23
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