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Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
776
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$269K – – –
TPI
777
Trust Point Inc
Wisconsin
$268K +$243K +1,933 New
NFSG
778
Newbridge Financial Services Group
Florida
$268K -$143K -1,134 -37%
CFFP
779
Center for Financial Planning
Michigan
$268K +$192K +1,530 +383%
OA
780
Oracle Alpha
Ontario, Canada
$266K -$108K -860 -31%
DTL
781
Dynamic Technology Lab
Singapore
$261K -$51.3K -408 -18%
FHA
782
Flagship Harbor Advisors
Massachusetts
$261K -$10.7K -85 -4%
EDRIA
783
Edmonds Duncan Registered Investment Advisors
Kansas
$259K -$78.7K -626 -25%
CI
784
Conning Inc
Connecticut
$259K -$16.3K -130 -7%
FSA
785
Franklin Street Advisors
North Carolina
$258K +$234K +1,860 New
PP
786
Paloma Partners
Connecticut
$257K -$156K -1,245 -40%
PCIA
787
Prime Capital Investment Advisors
Kansas
$256K -$758K -6,030 -77%
MOS
788
MGO One Seven
Ohio
$256K +$10.2K +81 +5%
BMO
789
Beck Mack & Oliver
New York
$252K – – –
HPC
790
HM Payson & Co
Maine
$247K +$12.6K +100 +6%
WMA
791
Wealth Management Associates
New Jersey
$246K +$8.04K +64 +3%
C
792
Certuity
Florida
$246K -$236K -1,876 -52%
SW
793
SlateStone Wealth
Florida
$246K +$223K +1,773 New
AWA
794
Aaron Wealth Advisors
Illinois
$246K +$223K +1,772 New
HAIM
795
Hunter Associates Investment Management
Pennsylvania
$244K – – –
LC
796
Lindbrook Capital
California
$243K +$21.6K +172 +11%
GSC
797
Grey Street Capital
Illinois
$243K +$220K +1,754 New
FWTB
798
First Western Trust Bank
Colorado
$242K – – –
1SB
799
1ST Source Bank
Indiana
$240K -$2.26K -18 -1%
ATPW
800
Ashton Thomas Private Wealth
Arizona
$238K -$27.7K -220 -11%
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