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Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
726
Salem Investment Counselors
North Carolina
$3K +$2.54K +150 New
EWA
727
Evolution Wealth Advisors
Florida
$3K +$3.2K +189 New
TWA
728
TCI Wealth Advisors
Arizona
$2K -$457 -27 -21%
CAC
729
Certified Advisory Corp
Florida
$2K – – –
FNBOSM
730
First National Bank of South Miami
Florida
$2K – – –
GAM
731
Gemmer Asset Management
California
$2K – – –
NSB
732
Norway Savings Bank
Maine
$2K – – –
JFA
733
JNBA Financial Advisors
Minnesota
$2K +$1.69K +100 New
TA
734
TCG Advisors
Texas
$2K +$1.81K +107 New
KFS
735
Kelly Financial Services
Massachusetts
$1.51K – – –
AF
736
Allworth Financial
California
$1K – – –
APC
737
Aspire Private Capital
North Carolina
$1K – – –
AC
738
Avestar Capital
New York
$1K – – –
BWM
739
BerganKDV Wealth Management
Minnesota
$1K – – –
SIS
740
Sound Income Strategies
Florida
$1K – – –
TFGT
741
TS Financial Group (TSFG)
Illinois
$1K – – –
NR
742
Newfound Research
Massachusetts
$1K +$203 +12 +27%
BL
743
Balentine LLC
Georgia
$1K +$626 +37 New
GI
744
Gradient Investments
Minnesota
$1K +$761 +45 New
GAM
745
Griffin Asset Management
New York
$1K +$1.01K +60 New
SCA
746
Stonebridge Capital Advisors
Minnesota
$1K +$1.15K +68 New
GT
747
Glenmede Trust
Pennsylvania
$595 -$57.2K -3,383 -9%
CPIA
748
Cornell Pochily Investment Advisors
New York
$336 +$100K +5,914 +46%
SI
749
Scout Investments
Missouri
– -$35.5M -2,255,557 Closed
CRM
750
Cramer Rosenthal McGlynn
Connecticut
– -$31.8M -2,016,157 Closed
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