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Factset
FDS

Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
676
TD Private Client Wealth
New York
$11.5K +$764 +2 +5%
CJ
677
Caitlin John
Michigan
$11.2K +$14.9K +39 New
RBI
678
Raiffeisen Bank International
Austria
$10.2K +$13.4K +35 New
CBT
679
Crews Bank & Trust
Florida
$10K -$6.11K -16 -31%
ME
680
McIlrath & Eck
Washington
$9.45K – – –
AEPWM
681
Atlantic Edge Private Wealth Management
Florida
$9.17K – – –
HWM
682
Hemington Wealth Management
Virginia
$9K -$9.93K -26 -45%
FNWA
683
Financial Network Wealth Advisors
Utah
$8.89K +$3.82K +10 +48%
KFI
684
Key Financial Inc
Pennsylvania
$8.6K – – –
JFGIW
685
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.6K +$3.82K +10 +50%
CMBA
686
C.M. Bidwell & Associates
Hawaii
$8.31K – – –
RFP
687
Root Financial Partners
California
$8.31K +$11.1K +29 New
PSB
688
Piscataqua Savings Bank
New Hampshire
$8.31K – – –
WBC
689
West Branch Capital
Massachusetts
$8.02K – – –
STB
690
S&T Bank
Pennsylvania
$7.74K – – –
GWM
691
Geneos Wealth Management
Colorado
$7.45K -$34.8K -91 -78%
TCM
692
TD Capital Management
Tennessee
$7.16K – – –
CI
693
CX Institutional
Indiana
$7K -$69.5K -182 -88%
DWM
694
Darwin Wealth Management
Florida
$6.96K – – –
TPBG
695
Turning Point Benefit Group
Maryland
$6.88K +$9.17K +24 New
ADL
696
Asset Dedication LLC
California
$6.88K – – –
MSWA
697
Marshall & Sterling Wealth Advisors
New York
$6.88K – – –
BBHC
698
Brown Brothers Harriman & Co
New York
$6.3K -$77.5K -203 -90%
TIM
699
Tortoise Investment Management
New York
$6.3K -$1.15K -3 -12%
AIC
700
Archer Investment Corporation
Indiana
$6.04K – – –
26 27
28
29 30