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Fortive
FTV

Name Holding Trade Value Shares
Change 		Change in
Stake
AOWM
526
Alpha Omega Wealth Management
Virginia
$276K -$20.5K -414 -6%
FFM
527
Forum Financial Management
Illinois
$275K – – –
CA
528
Cambridge Advisors
Nebraska
$272K – – –
MCM
529
McRae Capital Management
New Jersey
$265K – – –
PA
530
Parallel Advisors
California
$263K -$14.1K -285 -5%
DC
531
Davenport & Co
Virginia
$262K -$23K -465 -8%
HWM
532
HFR Wealth Management
New York
$259K -$5.11M -103,286 -95%
VFA
533
Valeo Financial Advisors
Indiana
$252K +$48.7K +985 +22%
PA
534
Profund Advisors
Maryland
$250K -$29.7K -600 -10%
SA
535
Scarborough Advisors
Maryland
$248K – – –
CCA
536
Checchi Capital Advisers
California
$244K -$7.81K -158 -3%
RVPG
537
Relative Value Partners Group
$244K +$263K +5,308 New
EWA
538
Exencial Wealth Advisors
Oklahoma
$241K -$27.1K -548 -9%
BAM
539
Barrett Asset Management
New York
$239K -$51K -1,031 -17%
CG
540
Caprock Group
Idaho
$239K +$38.5K +779 +18%
AIIMS
541
Analyst IMS Investment Management Services
Israel
$238K +$32.8K +663 +15%
EWM
542
Evermay Wealth Management
Virginia
$236K -$13.9K -282 -5%
IWM
543
IHT Wealth Management
Illinois
$236K -$12.5K -253 -5%
WI
544
Wahed Invest
New York
$234K -$4.4K -89 -2%
MAM
545
Meeder Asset Management
Ohio
$233K +$251K +5,081 New
CAM
546
Cresset Asset Management
Illinois
$232K -$126K -2,546 -34%
PAM
547
Palisade Asset Management
Minnesota
$232K – – –
OC
548
Oppenheimer & Co
New York
$230K -$103K -2,090 -29%
SEC
549
Seven Eight Capital
New York
$228K +$246K +4,971 New
FNBT
550
FineMark National Bank & Trust
Florida
$227K +$4.05K +82 +2%
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