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Name Holding Trade Value Shares
Change 		Change in
Stake
MOS
551
MGO One Seven
Ohio
$212K +$201K +6,027 New
PCS
552
Personal CFO Solutions
New Jersey
$212K +$201K +6,026 New
DAS
553
Dynamic Advisor Solutions
Arizona
$211K +$200K +5,991 New
FNBT
554
FineMark National Bank & Trust
Florida
$210K +$199K +5,987 New
CIA
555
Cladis Investment Advisory
Montana
$209K +$199K +5,960 New
HNWAG
556
High Net Worth Advisory Group
Florida
$209K -$21.7K -652 -10%
SFS
557
Stiles Financial Services
Minnesota
$209K +$198K +5,942 New
SWA
558
Sutton Wealth Advisors
Florida
$207K -$72.2K -2,167 -27%
FOA
559
Five Oceans Advisors
California
$205K +$195K +5,846 New
OPS
560
Orion Portfolio Solutions
Nebraska
$204K +$194K +5,819 New
LEFP
561
Leading Edge Financial Planning
Tennessee
$202K +$192K +5,762 New
BFS
562
Bradley Foster & Sargent
Connecticut
$202K +$192K +5,753 New
PTC
563
Private Trust Company
Ohio
$201K +$190K +5,706 New
KA
564
Kooman & Associates
Pennsylvania
$200K +$190K +5,694 New
IFWM
565
Institute for Wealth Management
Colorado
$200K -$39.1K -1,175 -17%
JMF
566
Johnson Midwest Financial
Iowa
$200K +$177K +5,320 +1,415%
UB
567
UMB Bank
Missouri
$198K +$188K +5,638 New
CS
568
Credit Suisse
Switzerland
$192K -$137K -4,115 -43%
CSPIA
569
Cary Street Partners Investment Advisory
Virginia
$189K -$28.2K -847 -14%
PFSC
570
Peoples Financial Services Corp
Pennsylvania
$182K -$13.3K -400 -7%
HI
571
Hendershot Investments
Virginia
$180K -$7.99K -240 -4%
CHC
572
City Holding Co
West Virginia
$173K -$11K -331 -6%
RBC
573
Romano Brothers & Co
Illinois
$171K +$162K +4,872 New
MTIC
574
Missouri Trust & Investment Company
Missouri
$169K +$147K +4,400 +1,100%
BFEC
575
Benjamin F. Edwards & Company
Missouri
$167K +$6.93K +208 +5%
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