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Factset
FDS

Name Holding Trade Value Shares
Change 		Change in
Stake
AAG
726
Armstrong Advisory Group
Massachusetts
$2.41K +$2.56K +6 New
BWM
727
BerganKDV Wealth Management
Minnesota
$2.03K – – –
AWM
728
Abound Wealth Management
Tennessee
$2.01K – – –
LF
729
Lee Financial
Texas
$2.01K – – –
RWM
730
Raffa Wealth Management
District of Columbia
$2.01K – – –
ADL
731
Asset Dedication LLC
California
$2K -$426 -1 -14%
GBT
732
Grove Bank & Trust
Florida
$2K +$2.13K +5 New
CFB
733
Cullen/Frost Bankers
Texas
$1.6K -$45.1K -106 -96%
HWP
734
Highline Wealth Partners
California
$1.2K – – –
CWP
735
Concord Wealth Partners
Virginia
$1.2K +$1.28K +3 New
TWP
736
TFO Wealth Partners
Ohio
$1.04K +$34.1K +80 New
SIS
737
Sound Income Strategies
Florida
$802 -$1.28K -3 -60%
AAP
738
Arax Advisory Partners
Colorado
$802 – – –
PA
739
PSI Advisors
Florida
$802 – – –
MSCM
740
McElhenny Sheffield Capital Management
Texas
$802 +$852 +2 New
FGAM
741
Financial Gravity Asset Management
Texas
$783 +$171K +401 New
SWA
742
Sutton Wealth Advisors
Florida
$401 – – –
SCA
743
Stonebridge Capital Advisors
Minnesota
$401 +$426 +1 New
A
744
AustralianSuper
Australia
– -$54.1K -135,338 Closed
RPI
745
Railway Pension Investments
United Kingdom
– -$6.8M -17,000 Closed
EFI
746
EHP Funds Inc
Canada
– -$3.61M -9,020 Closed
SGA
747
Strategic Global Advisors
California
– -$3.16M -7,888 Closed
IP
748
Interval Partners
New York
– -$2.8M -7,000 Closed
AIMCA
749
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$2.04M -5,100 Closed
CWM
750
Cordatus Wealth Management
Pennsylvania
– -$1.72M -4,305 Closed
28 29
30
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