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Factset
FDS

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
726
Align Financial
Minnesota
$5.22K +$1.47M +5,223 New
RFP
727
Root Financial Partners
California
$4.93K -$3.37K -12 -41%
BCWM
728
Bartlett & Co Wealth Management
Ohio
$4.93K +$4.77K +17 New
SIS
729
Sound Income Strategies
Florida
$4.71K +$3.93K +14 +700%
S
730
Sachetta
Massachusetts
$4.64K +$2.25K +8 +100%
CIAS
731
CBIZ Investment Advisory Services
Ohio
$4.64K +$2.25K +8 +100%
SEP
732
Signature Equity Partners
Ohio
$4.37K +$4.21K +15 New
AF
733
Alerus Financial
North Dakota
$4.35K – – –
AIM
734
Anchor Investment Management
South Carolina
$4.35K – – –
KFAS
735
Keating Financial Advisory Services
Kansas
$4.35K +$4.21K +15 New
CFD
736
Creative Financial Designs
Indiana
$4.06K – – –
MSWM
737
Mowery & Schoenfeld Wealth Management
Illinois
$4.06K +$3.93K +14 New
FPB
738
First PREMIER Bank
South Dakota
$4K – – –
HFS
739
Horizon Financial Services
North Carolina
$3.77K -$2.25K -8 -38%
CB
740
Centennial Bank
Arkansas
$3.77K – – –
OSNBOA
741
Old Second National Bank of Aurora
Illinois
$3.77K +$3.65K +13 New
LI
742
LRI Investments
Florida
$3.27K – – –
PAI
743
Pittenger & Anderson Inc
Nebraska
$3.19K – – –
CSB
744
City State Bank
Iowa
$3.19K +$1.12K +4 +57%
JSAM
745
J. Safra Asset Management
New York
$3.19K +$3.09K +11 New
SL
746
Salomon & Ludwin
Virginia
$3.15K -$9.83K -35 -76%
WAS
747
Winch Advisory Services
Wisconsin
$3.01K – – –
CAL
748
Capital Advisors Ltd
Ohio
$3K -$63.2K -225 -95%
AP
749
Aspect Partners
Virginia
$2.9K – – –
CTB
750
Country Trust Bank
Illinois
$2.9K – – –
28 29
30
31 32