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Factset
FDS

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
551
Kolinsky Wealth Management
New Jersey
$292K -$7.65K -18 -2%
LNWWM
552
Laird Norton Wetherby Wealth Management
California
$290K -$33.1K -78 -10%
AC
553
Apella Capital
Connecticut
$289K – – –
IB
554
Intrust Bank
Kansas
$289K -$14.9K -35 -5%
VI
555
Vestcor Inc
New Brunswick, Canada
$287K – – –
PWS
556
Precision Wealth Strategies
Missouri
$285K -$68.8K -162 -19%
FIM
557
Freedom Investment Management
Connecticut
$284K +$5.1K +12 +2%
BFG
558
Bleakley Financial Group
New Jersey
$283K -$40.8K -96 -12%
SW
559
Simplicity Wealth
New Jersey
$283K -$40.8K -96 -12%
SF
560
Synovus Financial
Georgia
$283K -$6.8K -16 -2%
ACM
561
Andina Capital Management
Utah
$281K +$8.07K +19 +3%
WJWM
562
Williams Jones Wealth Management
New York
$280K +$5.1K +12 +2%
FWIA
563
Fort Washington Investment Advisors
Ohio
$274K – – –
RP
564
Rowlandmiller & Partners
Georgia
$274K – – –
IWM
565
IHT Wealth Management
Illinois
$273K -$11.5K -27 -4%
SAM
566
Strategy Asset Managers
California
$272K +$7.22K +17 +3%
LI
567
Lafayette Investments
Maryland
$272K +$67.6K +159 +31%
LWAM
568
Legacy Wealth Asset Management
Minnesota
$269K +$10.6K +25 +4%
EC
569
EntryPoint Capital
New York
$268K +$260K +611 +1,328%
CG
570
Caprock Group
Idaho
$267K +$277K +653 New
BFM
571
Boothbay Fund Management
New York
$265K +$275K +648 New
SAM
572
Seelaus Asset Management
New Jersey
$261K – – –
KIA
573
KCM Investment Advisors
California
$261K – – –
CNBT
574
Canandaigua National Bank & Trust
New York
$261K +$1.7K +4 +0.6%
D
575
Diversified
Delaware
$261K +$45.5K +107 +20%
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