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Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
576
TrustCore Financial Services
Tennessee
$325K +$318K +37,041 New
APP
577
Avantax Planning Partners
Iowa
$318K +$37.5K +4,366 +14%
BFA
578
Bragg Financial Advisors
North Carolina
$316K – – –
SC
579
Savant Capital
Illinois
$316K +$77.8K +9,055 +34%
JAFL
580
Jay A. Fishman Ltd
Michigan
$314K – – –
RC
581
RegentAtlantic Capital
New Jersey
$313K -$11.2K -1,304 -4%
GT
582
Glenmede Trust
Pennsylvania
$307K +$25.7K +2,997 +9%
FRM
583
Fox Run Management
Connecticut
$306K +$299K +34,871 New
TNBTD
584
Trustmark National Bank Trust Department
Mississippi
$305K -$3.06K -356 -1%
1WA
585
180 Wealth Advisors
Washington
$305K +$13.1K +1,521 +5%
LNWWM
586
Laird Norton Wetherby Wealth Management
California
$303K -$16.7K -1,947 -5%
PVWM
587
Point View Wealth Management
New Jersey
$303K -$2.37K -276 -0.8%
EB
588
Eastern Bank
Massachusetts
$303K +$2.38K +277 +0.8%
TFGT
589
TS Financial Group (TSFG)
Illinois
$303K +$296K +34,468 New
MIS
590
Morningstar Investment Services
Illinois
$302K +$86 +10 +0%
MIC
591
Means Investment Company
Maine
$299K -$14.5K -1,694 -5%
IA
592
IFG Advisory
Georgia
$299K +$33.1K +3,851 +13%
DWT
593
Dorsey & Whitney Trust
South Dakota
$299K +$102K +11,926 +54%
CPIA
594
Cornell Pochily Investment Advisors
New York
$298K -$60K -6,990 -17%
CBTWT
595
Community Bank & Trust (Waco, Texas)
Texas
$296K -$82.3K -9,580 -22%
GP
596
Girard Partners
Pennsylvania
$296K -$7.09K -826 -2%
DWM
597
Darwin Wealth Management
Florida
$296K +$290K +33,739 New
BDF
598
Balasa Dinverno & Foltz
$295K -$152K -17,652 -34%
PA
599
Pinnacle Associates
New York
$293K -$10.6K -1,234 -4%
H
600
HoyleCohen
California
$292K -$53.2K -6,196 -16%
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