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Factset
FDS

Name Holding Trade Value Shares
Change 		Change in
Stake
KI
751
Kapitalo Investimentos
Brazil
$20.7K +$20.4K +43 New
WPWM
752
Western Pacific Wealth Management
Illinois
$20.2K – – –
CT
753
Colonial Trust
South Carolina
$18.3K – – –
CA
754
Centerpoint Advisors
Massachusetts
$18K – – –
WWP
755
WR Wealth Planners
Missouri
$17.8K – – –
UB
756
UMB Bank
Missouri
$17.8K +$8.55K +18 +95%
GWM
757
Geneos Wealth Management
Colorado
$16.3K +$475 +1 +3%
ME
758
McIlrath & Eck
Washington
$15.8K – – –
OPTFSNA
759
Old Point Trust & Financial Services N A
Virginia
$15.8K – – –
TPCW
760
TD Private Client Wealth
New York
$15.8K +$475 +1 +3%
BOJHT
761
Bank of Jackson Hole Trust
Wyoming
$15.8K +$15.7K +33 New
AEPWM
762
Atlantic Edge Private Wealth Management
Florida
$15.4K – – –
WTFG
763
Wood Tarver Financial Group
Idaho
$15K +$15.2K +32 New
KFI
764
Key Financial Inc
Pennsylvania
$14.4K – – –
CMBA
765
C.M. Bidwell & Associates
Hawaii
$13.9K – – –
LC
766
Lindbrook Capital
California
$13.9K +$4.28K +9 +45%
PSB
767
Piscataqua Savings Bank
New Hampshire
$13.9K – – –
GIA
768
GHP Investment Advisors
Colorado
$13.4K – – –
WBC
769
West Branch Capital
Massachusetts
$13.4K – – –
SC
770
Stephens Consulting
Michigan
$13K – – –
STB
771
S&T Bank
Pennsylvania
$13K +$12.8K +27 New
JFGIW
772
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12.8K – – –
AIM
773
Anchor Investment Management
South Carolina
$12.5K – – –
GKIM
774
GW&K Investment Management
Massachusetts
$12K – – –
DWM
775
Darwin Wealth Management
Florida
$11.6K – – –
29 30
31
32 33