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Factset
FDS

Name Holding Trade Value Shares
Change 		Change in
Stake
DIP
701
DT Investment Partners
Pennsylvania
$35.8K – – –
WA
702
WPG Advisers
Maryland
$35.8K -$4.82K -11 -12%
PWAM
703
Private Wealth Asset Management
Iowa
$35.4K -$107K -245 -76%
HFM
704
Hartford Financial Management
Connecticut
$33.5K – – –
C
705
Covestor
United Kingdom
$32K -$18.4K -42 -37%
PMFA
706
Plante Moran Financial Advisors
Michigan
$31.3K – – –
SWM
707
Spire Wealth Management
Virginia
$29.5K -$347K -793 -92%
OAJ
708
Ogorek Anthony Joseph
New York
$29K – – –
MHR
709
Matthew Hamilton Rosenberg
$28.5K – – –
ST
710
Smithfield Trust
Pennsylvania
$27K – – –
M
711
MOTCO
Texas
$27K – – –
HWM
712
Hemington Wealth Management
Virginia
$25K +$2.19K +5 +9%
CWM
713
CarsonAllaria Wealth Management
Illinois
$24.6K -$2.63K -6 -10%
ZBNA
714
Zions Bancorporation, National Association
Utah
$23.7K +$876 +2 +4%
TWC
715
TD Waterhouse Canada
Ontario, Canada
$23.4K – – –
UB
716
UMB Bank
Missouri
$23.3K +$3.94K +9 +21%
CBT
717
Crews Bank & Trust
Florida
$22.8K – – –
NL
718
NVWM LLC
Pennsylvania
$22.8K – – –
CT
719
Colonial Trust
South Carolina
$22.8K +$2.63K +6 +13%
BCMLT
720
Beacon Capital Management LLC (Tennessee)
Tennessee
$22.5K +$2.63K +6 +14%
FUBT
721
First United Bank & Trust
Maryland
$22.4K – – –
AGWCA
722
Annis Gardner Whiting Capital Advisors
Florida
$22.4K +$13.1K +30 +150%
ABWM
723
Alpine Bank Wealth Management
Colorado
$21.9K – – –
OWA
724
Opal Wealth Advisors
New York
$21K +$20.6K +47 New
WA
725
Whipplewood Advisors
Colorado
$20.6K -$9.64K -22 -32%
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29
30 31