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Fortive
FTV

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
626
Cresset Asset Management
Illinois
$222K -$7.54K -167 -3%
FMLI
627
Fukoku Mutual Life Insurance
Japan
$222K +$21.5K +476 +12%
CB
628
Cadence Bank
Mississippi
$222K +$208K +4,615 New
IHL
629
Investment House LLC
California
$220K +$207K +4,577 New
KIA
630
KCM Investment Advisors
California
$219K +$206K +4,554 New
IFWM
631
Institute for Wealth Management
Colorado
$215K +$201K +4,456 New
ECM
632
Evergreen Capital Management
Washington
$213K +$200K +4,421 New
NP
633
NorthRock Partners
Minnesota
$213K +$200K +4,421 New
BG
634
Bahl & Gaynor
Ohio
$212K +$198K +4,393 New
IIC
635
Integrated Investment Consultants
Michigan
$212K +$199K +4,396 New
HSA
636
HBK Sorce Advisory
Pennsylvania
$211K -$330K -7,296 -62%
RA
637
RFG Advisory
Alabama
$211K +$198K +4,381 New
CBU
638
CIBC Bank USA
Illinois
$210K -$158K -3,488 -44%
MLIC
639
Mandatum Life Insurance Company
Finland
$210K +$197K +4,366 New
PWPS
640
Pinnacle Wealth Planning Services
Ohio
$209K +$196K +4,340 New
SW
641
SkyOak Wealth
Michigan
$205K +$193K +4,266 New
FCBT
642
First Citizens Bank & Trust
North Carolina
$204K +$191K +4,226 New
MWM
643
Mission Wealth Management
California
$204K +$192K +4,245 New
AAM
644
Aureus Asset Management
Massachusetts
$203K +$190K +4,210 New
S
645
Seeyond
France
$198K – – –
BCWM
646
Bartlett & Co Wealth Management
Ohio
$197K – – –
EIM
647
Essex Investment Management
Massachusetts
$191K – – –
CBT
648
Capital Bank & Trust
California
$189K – – –
BFC
649
Bedel Financial Consulting
Indiana
$188K – – –
QCMC
650
Quantum Capital Management (California)
California
$187K -$132K -2,932 -43%
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