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KEYS

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
651
ALPS Advisors
Colorado
$320K -$1.71K -10 -0.5%
CA
652
Clearstead Advisors
Ohio
$317K – – –
FA
653
FDx Advisors
Illinois
$315K -$17.4K -102 -5%
PA
654
Profund Advisors
Maryland
$315K +$29.8K +175 +11%
LWAM
655
Legacy Wealth Asset Management
Minnesota
$314K -$28.3K -166 -8%
AP
656
Americana Partners
Texas
$313K -$3.41K -20 -1%
IFU
657
iSAM Funds (UK)
United Kingdom
$311K +$310K +1,819 New
AIM
658
Athena Investment Management
California
$310K – – –
CFFP
659
Center for Financial Planning
Michigan
$309K +$46.9K +275 +18%
ECM
660
Evergreen Capital Management
Washington
$309K +$45K +264 +17%
EFM
661
E Fund Management
China
$308K -$5.46K -32 -2%
GT
662
Glenview Trust
Kentucky
$306K +$11.1K +65 +4%
TFA
663
Transamerica Financial Advisors
Florida
$304K -$4.09K -24 -1%
AFC
664
AFT Forsyth & Company
Florida
$302K -$81K -475 -21%
PFS
665
Prospera Financial Services
Texas
$301K +$25.7K +151 +9%
SC
666
Scotia Capital
Ontario, Canada
$300K +$299K +1,751 New
PWM
667
Perigon Wealth Management
California
$299K +$298K +1,750 New
IWC
668
Integrated Wealth Concepts
Massachusetts
$299K +$49.1K +288 +20%
SC
669
Steph & Co
Wisconsin
$298K – – –
GPA
670
Garrison Point Advisors
California
$297K -$3.41K -20 -1%
JSW
671
Journey Strategic Wealth
New Jersey
$294K +$293K +1,721 New
TPCW
672
TD Private Client Wealth
New York
$294K +$11.8K +69 +4%
S
673
SimplyRich
California
$290K – – –
CNC
674
Canandaigua National Corp
New York
$289K +$852 +5 +0.3%
CT
675
Cambridge Trust
Massachusetts
$289K +$4.6K +27 +2%
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