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Name Holding Trade Value Shares
Change 		Change in
Stake
AP
651
Atwood & Palmer
Missouri
$161K – – –
LWCFA
652
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$160K – – –
UB
653
UMB Bank
Missouri
$148K +$11.3K +134 +8%
T
654
TOBAM
France
$140K -$307K -3,629 -68%
WWM
655
Wolff Wiese Magana
California
$138K – – –
SWA
656
Sutton Wealth Advisors
Florida
$133K +$847 +10 +0.6%
SSG
657
Summit Securities Group
New York
$124K +$131K +1,542 New
PFBT
658
Parkside Financial Bank & Trust
Missouri
$119K -$5.84K -69 -4%
IPAM
659
ICICI Prudential Asset Management
India
$116K +$23K +271 +23%
SWM
660
Spire Wealth Management
Virginia
$108K -$75.5K -891 -40%
GWSG
661
GPS Wealth Strategies Group
Colorado
$99K – – –
GRP
662
Global Retirement Partners
California
$97K +$14.6K +172 +27%
AA
663
Alta Advisers
United Kingdom
$97K +$102K +1,200 New
DGAM
664
Desjardins Global Asset Management
Quebec, Canada
$92K – – –
HPC
665
HM Payson & Co
Maine
$92K – – –
LC
666
Lindbrook Capital
California
$84K +$25K +295 +39%
EW
667
Evoke Wealth
California
$80K -$21.8K -257 -21%
PI
668
PineBridge Investments
New York
$77K -$781K -9,217 -91%
EWA
669
EverSource Wealth Advisors
Alabama
$75K +$71.6K +845 +994%
MCC
670
Money Concepts Capital
Florida
$74K -$4.07K -48 -5%
FDCDDQ
671
Federation des caisses Desjardins du Quebec
Quebec, Canada
$73K -$34.3K -405 -31%
AF
672
Allworth Financial
California
$72K +$56.9K +672 +311%
LWANC
673
Laurel Wealth Advisors (North Carolina)
North Carolina
$70K – – –
SSB
674
Sandy Spring Bank
Maryland
$69K – – –
FHA
675
First Horizon Advisors
Tennessee
$69K +$1.95K +23 +3%
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27
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