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CAG

Name Holding Trade Value Shares
Change 		Change in
Stake
MSA
576
MUFG Securities Americas
New York
$225K +$36.2K +1,405 +20%
HTC
577
Haverford Trust Company
Pennsylvania
$222K – – –
WG
578
Welch Group
Alabama
$221K – – –
KCFA
579
Key Client Fiduciary Advisors
New Jersey
$221K +$214K +8,282 New
LIM
580
Longfellow Investment Management
Massachusetts
$219K – – –
IAS
581
Insigneo Advisory Services
Florida
$216K +$5.57K +216 +3%
RFC
582
Regions Financial Corp
Alabama
$214K -$15.6K -605 -7%
LSA
583
Leonteq Securities AG
Switzerland
$214K +$146K +5,642 +237%
FPAS
584
Focus Partners Advisor Solutions
Missouri
$213K +$207K +8,004 New
OIS
585
Okabena Investment Services
Minnesota
$213K +$206K +8,000 New
PWA
586
Phoenix Wealth Advisors
North Carolina
$212K +$205K +7,944 New
IWA
587
Invera Wealth Advisors
Oregon
$211K +$204K +7,893 New
PA
588
Profund Advisors
Maryland
$210K +$203K +7,877 New
GWSG
589
GPS Wealth Strategies Group
Colorado
$210K -$192K -7,430 -49%
QI
590
Qtron Investments
Massachusetts
$209K -$335K -13,003 -62%
VI
591
Vestcor Inc
New Brunswick, Canada
$208K +$697 +27 +0.3%
WIA
592
World Investment Advisors
California
$208K -$48.1K -1,863 -19%
NP
593
Nilsine Partners
Colorado
$204K +$198K +7,662 New
PCMC
594
Paragon Capital Management (Colorado)
Colorado
$204K +$2.68K +104 +1%
MG
595
Mather Group
Illinois
$204K +$148K +5,743 +300%
DAS
596
Dynamic Advisor Solutions
Arizona
$200K -$9.39K -364 -5%
KB
597
Kimelman & Baird
New York
$194K – – –
CI
598
CX Institutional
Indiana
$188K +$181K +7,031 New
HI
599
Horizon Investments
North Carolina
$186K +$8.8K +341 +5%
PWA
600
Principia Wealth Advisory
Texas
$185K +$2.66K +103 +1%
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