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GPN

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
701
Arbor Investment Advisors
North Carolina
$227K – – –
AAS
702
Annex Advisory Services
Wisconsin
$227K – – –
SFC
703
SYM Financial Corp
Indiana
$227K +$258K +2,343 New
CF
704
Centaurus Financial
California
$225K – – –
CWM
705
Congress Wealth Management
Massachusetts
$223K +$254K +2,305 New
RDWM
706
Red Door Wealth Management
Tennessee
$222K +$253K +2,297 New
FIM
707
Fruth Investment Management
Texas
$222K – – –
VSQM
708
V-Square Quantitative Management
Illinois
$218K +$78.1K +709 +46%
PS
709
Principal Securities
Iowa
$215K +$2.31K +21 +1%
JIC
710
Johnson Investment Counsel
Ohio
$215K +$881 +8 +0.4%
CAM
711
Claret Asset Management
Quebec, Canada
$213K +$74.5K +676 +44%
FNBT
712
FineMark National Bank & Trust
Florida
$211K – – –
TYCC
713
Texas Yale Capital Corp
Florida
$211K – – –
CIA
714
Capital Investment Advisors
Georgia
$210K +$2.64K +24 +1%
VFA
715
Voya Financial Advisors
Connecticut
$209K -$9.92K -90 -4%
CCM
716
Chiron Capital Management
Florida
$203K +$231K +2,100 New
OWA
717
One Wealth Advisors
California
$202K -$146K -1,322 -40%
IA
718
IFP Advisors
Florida
$201K +$25.3K +230 +12%
AIA
719
AIMZ Investment Advisors
California
$201K – – –
MSS
720
Mitchell Sinkler & Starr
Pennsylvania
$201K – – –
OWA
721
Opal Wealth Advisors
New York
$200K -$56.4K -512 -20%
NECFA
722
New England Capital Financial Advisors
Connecticut
$189K – – –
GI
723
GAMMA Investing
California
$187K -$1.65K -15 -0.8%
GWP
724
Gen-Wealth Partners
Michigan
$181K +$65K +590 +46%
OIA
725
Optimum Investment Advisors
Illinois
$167K -$11K -100 -5%
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