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HAS

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
551
Allworth Financial
California
$10K -$397 -6 -4%
DAM
552
Delta Asset Management
Tennessee
$9.92K – – –
GWM
553
Geneos Wealth Management
Colorado
$9.39K +$794 +12 +9%
CAL
554
Capital Advisors Ltd
Ohio
$9K – – –
PFBT
555
Parkside Financial Bank & Trust
Missouri
$9K +$2.65K +40 +42%
GRP
556
Global Retirement Partners
California
$8.22K +$794 +12 +10%
ADL
557
Asset Dedication LLC
California
$8K – – –
GKIM
558
GW&K Investment Management
Massachusetts
$7K -$861 -13 -11%
MWM
559
Mascoma Wealth Management
New Hampshire
$6.95K – – –
HWM
560
HighMark Wealth Management
Minnesota
$6.88K -$4.44K -67 -39%
SWA
561
Sutton Wealth Advisors
Florida
$6.68K +$2.58K +39 +63%
FPFS
562
First Personal Financial Services
North Carolina
$6.61K +$6.62K +100 New
ZB
563
Zions Bancorporation
Utah
$6.28K +$4.44K +67 +239%
OSNBOA
564
Old Second National Bank of Aurora
Illinois
$6.15K – – –
SFG
565
Steward Financial Group
Texas
$6K +$6.95K +105 New
CT
566
Caldwell Trust
Florida
$5.22K – – –
TCOV
567
Trust Company of Vermont
Vermont
$5.22K – – –
BONH
568
Bank of New Hampshire
New Hampshire
$5.09K -$8.61K -130 -63%
WT
569
Whittier Trust
California
$5.09K +$397 +6 +8%
NIC
570
Northwest Investment Counselors
Oregon
$4.89K – – –
BAM
571
Bellevue Asset Management
Washington
$4.63K -$2.85K -43 -38%
RL
572
Rogco LP
Oklahoma
$4.37K +$4.37K +66 New
LWANC
573
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.23K – – –
CFGS
574
Concourse Financial Group Securities
Alabama
$4.23K -$199 -3 -4%
MCM
575
MV Capital Management
Maryland
$3.97K +$993 +15 +33%
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