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Name Holding Trade Value Shares
Change 		Change in
Stake
MLM
926
Mount Lucas Management
Pennsylvania
$776K +$17.5K +227 +2%
TA
927
Tectonic Advisors
Texas
$776K +$46.8K +608 +6%
WBC
928
Westpac Banking Corp
Australia
$774K -$139K -1,800 -14%
WFS
929
Widmann Financial Services
Maryland
$774K -$23.1K -300 -3%
FWM
930
Forza Wealth Management
Florida
$773K +$27.5K +357 +3%
HMS
931
Hanseatic Management Services
New Mexico
$773K +$829K +10,768 New
FFN
932
Focus Financial Network
Minnesota
$769K +$35.7K +464 +5%
FRA
933
Frank Rimerman Advisors
California
$760K -$306K -3,978 -27%
JC
934
JB Capital
Connecticut
$760K +$7.01K +91 +0.9%
UAS
935
United Asset Strategies
New York
$759K +$52.6K +683 +7%
OIAM
936
OFI Invest Asset Management
France
$759K -$18.1M -234,552 -95%
FWA
937
FSM Wealth Advisors
Ohio
$756K +$2.23K +29 +0.3%
NDSI
938
Newman Dignan & Sheerar Inc
Rhode Island
$750K -$52.5K -681 -6%
FMI
939
Frec Markets Inc
California
$749K +$286K +3,708 +55%
SAG
940
SageView Advisory Group
California
$748K -$115K -1,492 -13%
MMM
941
Mendel Money Management
Illinois
$746K -$60.5K -785 -7%
IAIM
942
International Assets Investment Management
Florida
$746K -$5.7K -74 -0.7%
HIP
943
Harrell Investment Partners
Texas
$746K +$800K +10,381 New
SC
944
Sierra Capital
Florida
$745K – – –
WAM
945
Weatherly Asset Management
California
$744K -$2.23K -29 -0.3%
MQWP
946
Morey & Quinn Wealth Partners
Nebraska
$743K +$77 +1 +0%
EB
947
Eastern Bank
Massachusetts
$741K -$19.9K -258 -2%
HFM
948
Hartford Financial Management
Connecticut
$741K -$18.9K -246 -2%
S
949
SimplyRich
California
$740K – – –
PTC
950
Private Trust Company
Ohio
$740K -$28.3K -367 -3%
36 37
38
39 40