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Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
526
NorthCoast Asset Management
Connecticut
$186K +$289K +38,535 New
CPO
527
Cerity Partners OCIO
New York
$184K -$2.62M -350,066 -90%
IFG
528
Independent Financial Group
California
$183K +$284K +37,948 New
IC
529
InterOcean Capital
Illinois
$183K -$16.4K -2,189 -5%
RSWM
530
Robertson Stephens Wealth Management
California
$183K +$284K +37,876 New
VC
531
Vicus Capital
Pennsylvania
$182K +$23.2K +3,093 +9%
APP
532
Avantax Planning Partners
Iowa
$181K -$11.1K -1,486 -4%
NSIM
533
North Star Investment Management
Illinois
$180K -$56.3K -7,513 -17%
GP
534
Girard Partners
Pennsylvania
$179K +$5.77K +770 +2%
HSA
535
HBK Sorce Advisory
Pennsylvania
$179K +$34.2K +4,566 +14%
PMFA
536
Plante Moran Financial Advisors
Michigan
$178K -$127K -16,922 -31%
AIM
537
Aigen Investment Management
New York
$178K -$85.3K -11,374 -24%
KFP
538
KMG Fiduciary Partners
Ohio
$177K -$437K -58,250 -61%
DC
539
Davenport & Co
Virginia
$176K -$49.1K -6,550 -15%
DA
540
Detalus Advisors
Missouri
$176K +$38K +5,065 +16%
BFA
541
Bragg Financial Advisors
North Carolina
$174K – – –
FNT
542
First National Trust
Pennsylvania
$174K +$14.5K +1,940 +6%
WPC
543
Waters Parkerson & Co
Louisiana
$174K +$75K +10,000 +39%
SC
544
Savant Capital
Illinois
$173K -$23.5K -3,132 -8%
WP
545
WealthPLAN Partners
Nebraska
$172K -$19.3K -2,572 -7%
CCA
546
Checchi Capital Advisers
California
$172K +$42K +5,606 +19%
RFM
547
Royal Fund Management
Florida
$171K -$16.3K -2,172 -6%
CPIA
548
Cornell Pochily Investment Advisors
New York
$171K +$19.9K +2,650 +8%
DWM
549
Darwin Wealth Management
Florida
$169K +$10.2K +1,367 +4%
VCA
550
Verdence Capital Advisors
Maryland
$164K -$244K -32,559 -49%
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