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Name Holding Trade Value Shares
Change 		Change in
Stake
FMT
826
First Mercantile Trust
Tennessee
$119K -$194K -3,805 -62%
EW
827
Evoke Wealth
California
$119K +$3.93K +77 +3%
BCA
828
Berman Capital Advisors
Georgia
$115K +$2.45K +48 +2%
HI
829
Human Investing
Oregon
$113K -$32.3K -633 -22%
LWCFA
830
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$113K +$2.81K +55 +3%
AA
831
AlphaCentric Advisors
Puerto Rico
$112K +$114K +2,226 New
T
832
TOBAM
France
$111K – – –
FWM
833
Focused Wealth Management
New York
$109K – – –
CC
834
Centiva Capital
New York
$102K -$1.03M -20,175 -91%
CCM
835
Cribstone Capital Management
Maine
$101K +$102K +2,000 New
SWA
836
SOA Wealth Advisors
New York
$100K +$82.2K +1,610 New
EA
837
Elm Advisors
California
$100K +$102K +2,000 New
BCWM
838
Bartlett & Co Wealth Management
Ohio
$98.2K +$51.6K +1,010 +107%
AAP
839
Arax Advisory Partners
Colorado
$98K – – –
BC
840
Bartlett & Co
Ohio
$98K +$51.6K +1,010 +107%
HIA
841
Harbor Investment Advisory
Maryland
$91K +$1.38K +27 +2%
ICM
842
Islay Capital Management
Texas
$90K – – –
NO
843
Ninety One
South Africa
$90K +$33.4K +655 +58%
VFA
844
Valeo Financial Advisors
Indiana
$89K +$28.7K +563 +47%
GRP
845
Global Retirement Partners
California
$82K +$45.3K +888 +120%
RPWA
846
Regent Peak Wealth Advisors
Georgia
$79K +$80.8K +1,582 New
ASBI
847
American State Bank (Iowa)
Iowa
$75.4K +$76.6K +1,500 New
CB
848
CNB Bank
Pennsylvania
$75K – – –
CFGS
849
Concourse Financial Group Securities
Alabama
$74K -$109K -2,143 -59%
VCG
850
Vantage Consulting Group
Virginia
$73K +$73.7K +1,444 New
32 33
34
35 36