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Name Holding Trade Value Shares
Change 		Change in
Stake
MHIC
676
Marble Harbor Investment Counsel
Massachusetts
$236K – – –
PCM
677
Penserra Capital Management
California
$235K +$121K +847 +113%
BBNA
678
Bremer Bank National Association
Minnesota
$235K +$5.15K +36 +2%
PCS
679
Personal CFO Solutions
New Jersey
$234K +$6.72K +47 +3%
OFG
680
Oxford Financial Group
Indiana
$229K -$2.72K -19 -1%
WCA
681
Westover Capital Advisors
Delaware
$228K +$221K +1,544 New
APG
682
Abacus Planning Group
South Carolina
$225K – – –
TLP
683
Tri Locum Partners
New York
$223K +$216K +1,512 New
FA
684
FDx Advisors
Illinois
$223K -$290K -2,030 -57%
MYIA
685
Mount Yale Investment Advisors
Colorado
$222K -$65.3K -457 -23%
BFPW
686
BOK Financial Private Wealth
Colorado
$221K – – –
CAS
687
CTC Alternative Strategies
Illinois
$221K +$214K +1,500 New
FRM
688
Fox Run Management
Connecticut
$220K +$213K +1,490 New
CWM
689
Chesapeake Wealth Management
Virginia
$219K -$47.9K -335 -18%
QIM
690
Quantitative Investment Management
Virginia
$218K +$13.4K +94 +7%
QT
691
Quantamental Technologies
New York
$217K +$210K +1,471 New
SWM
692
SeaCrest Wealth Management
New York
$216K +$14.7K +103 +8%
MFA
693
Mayflower Financial Advisors
Massachusetts
$215K -$1.14K -8 -0.5%
CF
694
Copperwynd Financial
Arizona
$214K -$18.6K -130 -8%
BIM
695
Baldwin Investment Management
Pennsylvania
$214K – – –
GA
696
Geller Advisors
New York
$213K +$206K +1,444 New
SFA
697
Sequoia Financial Advisors
Ohio
$211K +$204K +1,428 New
CFA
698
Capstone Financial Advisors
Illinois
$209K +$203K +1,418 New
HCM
699
Howland Capital Management
Massachusetts
$208K – – –
AAP
700
Aristotle Atlantic Partners
Florida
$207K – – –
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