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COP

Name Holding Trade Value Shares
Change 		Change in
Stake
GW
1001
GW & Wade
Massachusetts
$293K +$11.5K +284 +4%
HA
1002
HYA Advisors
Missouri
$292K +$7.4K +183 +3%
PP
1003
Palladium Partners
Virginia
$291K -$1.01K -25 -0.4%
CAM
1004
Cresset Asset Management
Illinois
$289K -$159K -3,921 -36%
BCM
1005
BTR Capital Management
California
$288K – – –
MIC
1006
Means Investment Company
Maine
$287K +$4.04K +100 +1%
JFGIW
1007
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$286K -$86.3K -2,134 -24%
PWPS
1008
Pinnacle Wealth Planning Services
Ohio
$286K +$275K +6,807 New
BPA
1009
Beacon Pointe Advisors
California
$286K +$280K +6,929 New
AAM
1010
Azzad Asset Management
Virginia
$285K +$930 +23 +0.3%
FI
1011
FormulaFolio Investments
Michigan
$284K -$93.3K -2,307 -25%
AIC
1012
Ameritas Investment Company
Nebraska
$284K -$33.1K -818 -11%
BBI
1013
Baxter Bros Inc
Connecticut
$282K -$38.4K -950 -12%
BA
1014
Ballew Advisors
Mississippi
$281K – – –
SGA
1015
Strategic Global Advisors
California
$280K -$662K -16,374 -71%
CP
1016
Camelot Portfolios
Ohio
$280K -$550K -13,602 -67%
HH
1017
Hilltop Holdings
Texas
$278K +$268K +6,629 New
ZB
1018
Zions Bancorporation
Utah
$276K -$16.8K -415 -6%
DIM
1019
Delta Investment Management
California
$275K – – –
CW
1020
CreativeOne Wealth
Kansas
$275K +$265K +6,545 New
VRM
1021
Vectors Research Management
New York
$274K -$849 -21 -0.3%
V
1022
VeraBank
Texas
$274K – – –
CT
1023
Cambridge Trust
Massachusetts
$273K -$61.2K -1,512 -17%
NFG
1024
Nations Financial Group
Iowa
$272K +$262K +6,466 New
FG
1025
Fiduciary Group
Georgia
$272K +$262K +6,483 New
39 40
41
42 43