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Name Holding Trade Value Shares
Change 		Change in
Stake
CT
801
Columbia Trust
Oregon
$476K +$440K +11,938 New
BSW
802
Buckingham Strategic Wealth
Missouri
$475K -$1.18M -32,017 -73%
FT
803
Fiduciary Trust
Massachusetts
$474K -$67.6K -1,833 -13%
FSWA
804
Financial Synergies Wealth Advisors
Texas
$471K +$442 +12 +0.1%
HAG
805
HighPoint Advisor Group
Illinois
$470K +$70.9K +1,924 +24%
PPW
806
Parcion Private Wealth
Washington
$468K +$431K +11,700 New
JAM
807
Jupiter Asset Management
United Kingdom
$467K +$430K +11,674 New
KFS
808
Kurt F. Somerville
$465K – – –
OPA
809
Old Port Advisors
Maine
$465K +$67.7K +1,838 +19%
MAM
810
Meeder Asset Management
Ohio
$464K -$2.33M -63,171 -84%
RCM
811
Radnor Capital Management
Pennsylvania
$463K -$118K -3,215 -22%
MOS
812
MGO One Seven
Ohio
$463K -$99.1K -2,689 -19%
WG
813
Winton Group
United Kingdom
$462K -$4.74M -128,557 -92%
GIA
814
Guyasuta Investment Advisors
Pennsylvania
$461K -$33.2K -900 -7%
CFA
815
Carroll Financial Associates
North Carolina
$461K -$1.29K -35 -0.3%
WWM
816
Western Wealth Management
Colorado
$460K -$45.4K -1,231 -10%
BPC
817
Banque Pictet & Cie
Switzerland
$460K +$146K +3,951 +52%
CIM
818
Cambria Investment Management
California
$459K -$22.9K -620 -5%
BBHC
819
Brown Brothers Harriman & Co
New York
$458K -$15.6K -422 -4%
CST
820
Charles Schwab Trust
Nevada
$458K +$140K +3,794 +50%
SWM
821
SeaCrest Wealth Management
New York
$455K +$4.31K +117 +1%
MFG
822
MidWestOne Financial Group
Iowa
$453K +$171K +4,630 +69%
AWM
823
Avior Wealth Management
Nebraska
$451K +$96.5K +2,618 +30%
OA
824
Oxbow Advisors
Texas
$450K +$15.6K +422 +4%
GI
825
GAMCO Investors
Connecticut
$448K -$47.9K -1,300 -10%
31 32
33
34 35