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Name Holding Trade Value Shares
Change 		Change in
Stake
CAGAS
576
Capital Advisory Group Advisory Services
Minnesota
$242K -$15K -156 -6%
CFA
577
Carroll Financial Associates
North Carolina
$242K +$178K +1,856 +450%
SOW
578
State of Wyoming
Wyoming
$240K +$84.1K +876 +64%
AIA
579
Avalon Investment & Advisory
Texas
$234K -$102K -1,060 -33%
CCA
580
Column Capital Advisors
Indiana
$234K -$4.61K -48 -2%
NIMI
581
Natixis Investment Managers International
France
$234K +$55.7K +580 +36%
SS
582
Simplicity Solutions
Minnesota
$233K +$209K +2,180 New
SRAM
583
Spouting Rock Asset Management
Pennsylvania
$231K +$208K +2,164 New
WA
584
Wealth Alliance
New York
$226K +$204K +2,120 New
AP
585
Advisor Partners
California
$225K +$202K +2,108 New
HIC
586
Holderness Investments Company
North Carolina
$220K +$198K +2,060 New
LNC
587
Lincoln National Corp
Pennsylvania
$216K +$194K +2,020 New
LWCFA
588
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$215K +$194K +2,016 New
AP
589
Atwood & Palmer
Missouri
$214K – – –
BFIC
590
Bedell Frazier Investment Counselling
California
$214K +$192K +2,000 New
IWM
591
IHT Wealth Management
Illinois
$214K +$192K +2,000 New
MCM
592
MAI Capital Management
Ohio
$214K +$192K +2,000 New
MSR
593
Main Street Research
Connecticut
$213K +$192K +2,000 New
FB
594
Fulton Bank
Pennsylvania
$211K +$190K +1,976 New
CGL
595
Clarius Group LLC
Washington
$210K +$189K +1,964 New
NP
596
NorthRock Partners
Minnesota
$207K +$186K +1,936 New
SW
597
SVB Wealth
Massachusetts
$207K +$186K +1,936 New
BCA
598
Berman Capital Advisors
Georgia
$206K +$127K +1,324 +212%
JGGDR
599
JGP Global Gestao de Recursos
Brazil
$206K +$186K +1,932 New
SPC
600
Sigma Planning Corp
Michigan
$205K -$52.6K -548 -22%
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