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Name Holding Trade Value Shares
Change 		Change in
Stake
3C
601
361 Capital
Colorado
$227K +$166K +1,319 New
RWB
602
RMR Wealth Builders
New Jersey
$226K +$165K +1,311 New
GC
603
Gilbert & Cook
Iowa
$226K +$166K +1,314 New
FT
604
Fiduciary Trust
Massachusetts
$224K +$164K +1,300 New
CAG
605
Crestwood Advisors Group
Massachusetts
$223K +$163K +1,295 New
IP
606
Intellectus Partners
California
$222K +$162K +1,289 New
FHB
607
First Hawaiian Bank
Hawaii
$222K +$163K +1,291 New
BA
608
Bristlecone Advisors
Washington
$221K +$162K +1,286 New
OWA
609
One Wealth Advisors
California
$220K +$161K +1,276 New
CGH
610
Crossmark Global Holdings
Texas
$220K +$161K +1,280 New
SCA
611
Snowden Capital Advisors
New York
$216K +$158K +1,253 New
BDF
612
Balasa Dinverno & Foltz
$215K +$157K +1,248 New
CAM
613
Congress Asset Management
Massachusetts
$213K +$156K +1,238 New
DS
614
DRW Securities
Illinois
$212K +$155K +1,232 New
MAWCM
615
Mine & Arao Wealth Creation & Management
California
$207K – – –
RA
616
RFG Advisory
Alabama
$207K +$151K +1,202 New
CWS
617
Cypress Wealth Services
California
$205K +$150K +1,190 New
PP
618
PDS Planning
Ohio
$205K +$150K +1,192 New
WF
619
WoodTrust Financial
Wisconsin
$204K +$149K +1,185 New
CIAS
620
Capital Investment Advisory Services
North Carolina
$203K +$148K +1,177 New
BCM
621
Brookstone Capital Management
Illinois
$203K +$149K +1,181 New
TC
622
Truvestments Capital
Florida
$199K +$111K +881 +319%
GT
623
Glenmede Trust
Pennsylvania
$187K -$4.95M -39,274 -97%
EA
624
Emerald Advisers
Pennsylvania
$179K +$131K +1,042 New
QI
625
QS Investors
New York
$173K -$101K -800 -44%
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