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Name Holding Trade Value Shares
Change 		Change in
Stake
TF
601
TIAA FSB
Florida
$377K -$3.96K -402 -1%
FNBT
602
FineMark National Bank & Trust
Florida
$376K +$75K +7,605 +26%
FNT
603
First National Trust
Pennsylvania
$375K -$137K -13,908 -28%
FFN
604
Focus Financial Network
Minnesota
$371K -$25.6K -2,593 -7%
QI
605
Qtron Investments
Massachusetts
$371K +$357K +36,225 New
BFA
606
Bragg Financial Advisors
North Carolina
$368K – – –
S
607
SimplyRich
California
$368K +$41.7K +4,230 +13%
H
608
HoyleCohen
California
$367K +$25.7K +2,603 +8%
PA
609
Parallel Advisors
California
$366K +$47.1K +4,775 +15%
JAFL
610
Jay A. Fishman Ltd
Michigan
$366K – – –
WAP
611
Wealthcare Advisory Partners
Pennsylvania
$365K +$74.5K +7,554 +27%
TLP
612
Trinity Legacy Partners
Texas
$362K +$50K +5,072 +15%
RC
613
RegentAtlantic Capital
New Jersey
$361K -$3.57K -362 -1%
TFGT
614
TS Financial Group (TSFG)
Illinois
$361K +$7.69K +780 +2%
FI
615
FormulaFolio Investments
Michigan
$360K -$34K -3,450 -9%
RIL
616
Rothschild Investment LLC
Illinois
$359K -$94.6K -9,600 -21%
DWT
617
Dorsey & Whitney Trust
South Dakota
$353K +$4.11K +417 +1%
PCM
618
Parsons Capital Management
Rhode Island
$352K +$11.8K +1,200 +4%
EB
619
Eastern Bank
Massachusetts
$351K -$2.88K -292 -0.8%
PVWM
620
Point View Wealth Management
New Jersey
$351K -$1.17K -119 -0.3%
HI
621
Human Investing
Oregon
$351K +$122K +12,401 +56%
MIC
622
Means Investment Company
Maine
$350K +$4.16K +422 +1%
EDRIA
623
Edmonds Duncan Registered Investment Advisors
Kansas
$350K +$197K +19,965 +138%
DWM
624
Darwin Wealth Management
Florida
$346K +$522 +53 +0.2%
BA
625
Bristlecone Advisors
Washington
$342K +$330K +33,438 New
23 24
25
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