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Name Holding Trade Value Shares
Change 		Change in
Stake
PIFP
751
Partners in Financial Planning
Virginia
$465K +$132 +3 +0%
WWM
752
Windsor Wealth Management
Indiana
$465K -$25.3K -576 -5%
4WM
753
44 Wealth Management
Oregon
$465K +$70.4K +1,601 +15%
BST
754
Bath Savings Trust
Maine
$463K -$4.18K -95 -0.8%
SW
755
SteelPeak Wealth
California
$460K +$6.73K +153 +1%
HIC
756
Harvey Investment Company
Kentucky
$459K -$59.5K -1,353 -10%
AAF
757
Andra AP-fonden
Sweden
$458K -$748K -17,014 -59%
AI
758
Accredited Investors
Minnesota
$458K -$154K -3,513 -23%
HR
759
Howe & Rusling
New York
$454K -$51.4K -1,168 -9%
SIM
760
Sentry Investment Management
Wisconsin
$454K – – –
FLPIM
761
F.L. Putnam Investment Management
Massachusetts
$453K -$40.5K -922 -7%
MM
762
MQS Management
New York
$453K -$38.9K -884 -7%
DAS
763
Dynamic Advisor Solutions
Arizona
$452K +$484 +11 +0.1%
XS
764
XR Securities
Illinois
$451K -$338K -7,687 -40%
MWM
765
MinichMacGregor Wealth Management
New York
$451K -$84.8K -1,929 -14%
SC
766
Schulhoff & Co
Ohio
$451K – – –
O
767
Ossiam
France
$451K +$513K +11,675 +44,904%
PG
768
Pendal Group
Australia
$451K +$514K +11,690 New
NSAM
769
North Star Asset Management
Wisconsin
$450K -$44 -1 -0%
CWS
770
Confluence Wealth Services
Pennsylvania
$449K -$189K -4,306 -27%
PCM
771
Parsons Capital Management
Rhode Island
$449K -$28.5K -649 -5%
MWM
772
Mission Wealth Management
California
$449K +$62.1K +1,413 +14%
KOC
773
Koss-Olinger Consulting
Florida
$448K – – –
BEC
774
Blue Edge Capital
Virginia
$448K – – –
EH
775
Equitable Holdings
New York
$445K +$21.3K +485 +4%
29 30
31
32 33