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KEYS

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
626
Centerpoint Advisors
Massachusetts
$29K – – –
AIC
627
Ameritas Investment Company
Nebraska
$29K +$4.3K +42 +17%
WTC
628
WhitTier Trust Company
Nevada
$27K – – –
SSB
629
Sandy Spring Bank
Maryland
$24K – – –
GRP
630
Global Retirement Partners
California
$22K +$5.53K +54 +34%
EI
631
Ellevest Inc
New York
$22K +$22.4K +219 New
CI
632
CX Institutional
Indiana
$21K -$409 -4 -2%
PMFA
633
Plante Moran Financial Advisors
Michigan
$21K +$15.4K +150 +294%
WFMPM
634
Woodley Farra Manion Portfolio Management
Indiana
$21K +$21.4K +209 New
BCA
635
Berman Capital Advisors
Georgia
$20K – – –
QCMC
636
Quantum Capital Management (California)
California
$19K -$11.1K -108 -37%
CA
637
CXI Advisors
Indiana
$18K +$18.4K +180 New
TPCW
638
TD Private Client Wealth
New York
$17.4K +$17.4K +170 New
IFAM
639
Institutional & Family Asset Management
Colorado
$17K – – –
WLPWM
640
Walled Lake Planning & Wealth Management
Illinois
$17K +$16.8K +164 New
CFB
641
Cullen/Frost Bankers
Texas
$15K +$14.8K +145 New
ME
642
McIlrath & Eck
Washington
$14K – – –
SIM
643
Sonora Investment Management
Arizona
$13K – – –
TA
644
TFG Advisers
Michigan
$13K +$13.7K +134 New
KFS
645
Kelly Financial Services
Massachusetts
$12.9K – – –
SLF
646
Sun Life Financial
Ontario, Canada
$11K -$4.4K -43 -28%
SCA
647
Stonebridge Capital Advisors
Minnesota
$11K +$1.13K +11 +11%
BC
648
Barnett & Company
Tennessee
$11K +$10.5K +103 +1,717%
PA
649
Procyon Advisors
Connecticut
$11K +$10.6K +104 New
PFSC
650
Peoples Financial Services Corp
Pennsylvania
$10K – – –
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