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Factset
FDS

Name Holding Trade Value Shares
Change 		Change in
Stake
FWIA
526
Fort Washington Investment Advisors
Ohio
$305K – – –
PWM
527
Perigon Wealth Management
California
$305K +$10.3K +22 +3%
ACM
528
Andina Capital Management
Utah
$305K +$312K +670 New
RP
529
Rowlandmiller & Partners
Georgia
$304K -$2.33K -5 -0.7%
GAM
530
Gotham Asset Management
New York
$301K -$41.5K -89 -12%
SAM
531
Strategy Asset Managers
California
$301K +$3.73K +8 +1%
AAS
532
Avantax Advisory Services
Texas
$298K -$43.4K -93 -12%
GT
533
Greenleaf Trust
Michigan
$297K -$9.79K -21 -3%
DEA
534
DoubleLine ETF Adviser
Florida
$294K +$10.3K +22 +4%
SAM
535
Seelaus Asset Management
New Jersey
$291K – – –
KIA
536
KCM Investment Advisors
California
$290K -$168K -360 -36%
CNBT
537
Canandaigua National Bank & Trust
New York
$289K -$25.2K -54 -8%
LWAM
538
Legacy Wealth Asset Management
Minnesota
$288K +$932 +2 +0.3%
GI
539
GAMMA Investing
California
$285K +$76K +163 +35%
EF
540
Empowered Funds
Pennsylvania
$284K +$94.2K +202 +48%
PHIC
541
Pine Haven Investment Counsel
Massachusetts
$284K – – –
OMC
542
Old Mission Capital
Illinois
$284K +$291K +625 New
VCM
543
Versant Capital Management
Arizona
$282K – – –
BSI
544
Bennett Selby Investments
Maine
$281K +$932 +2 +0.3%
IMCOOI
545
Investment Management Corp of Ontario (IMCO)
Canada
$279K -$140K -300 -33%
MA
546
Mutual Advisors
Nebraska
$278K +$37.8K +81 +15%
CCA
547
Checchi Capital Advisers
California
$276K -$6.06K -13 -2%
PFWA
548
Paces Ferry Wealth Advisors
Georgia
$275K -$15.9K -34 -5%
GWP
549
Gen-Wealth Partners
Michigan
$274K +$281K +603 New
MFAM
550
Motley Fool Asset Management
Virginia
$269K -$11.2K -24 -4%
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