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KEYS

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
651
Steph & Co
Wisconsin
$237K -$17.4K -108 -7%
BP
652
Ballentine Partners
Massachusetts
$237K +$1.13K +7 +0.5%
ETC
653
Exchange Traded Concepts
Oklahoma
$237K -$22.9K -142 -9%
HAIM
654
Hunter Associates Investment Management
Pennsylvania
$235K +$15.3K +95 +7%
WFI
655
West Family Investments
California
$233K -$74K -459 -24%
DWM
656
DKM Wealth Management
California
$233K +$233K +1,448 New
TAM
657
Tocqueville Asset Management
New York
$232K – – –
MAM
658
Mystic Asset Management
Rhode Island
$231K +$232K +1,440 New
CAM
659
Claret Asset Management
Quebec, Canada
$230K +$1.61K +10 +0.7%
SGK
660
Steigerwald Gordon & Koch
Virginia
$225K – – –
JSW
661
Journey Strategic Wealth
New Jersey
$223K -$6.45K -40 -3%
WANY
662
Wealthspire Advisors (New York)
New York
$219K -$25.6K -159 -10%
LWM
663
Lodestone Wealth Management
Washington
$219K -$5.32K -33 -2%
A
664
AlphaQuest
New York
$217K -$1.37M -8,511 -86%
MG
665
Mather Group
Illinois
$216K -$6.29K -39 -3%
OTPPB
666
Ontario Teachers' Pension Plan Board
Ontario, Canada
$215K -$57.2K -355 -21%
ILI
667
Invesco LLC (Illinois)
Illinois
$214K – – –
FMLI
668
Fukoku Mutual Life Insurance
Japan
$214K – – –
CIA
669
Capital Investment Advisors
Georgia
$214K +$4.03K +25 +2%
MWM
670
Modera Wealth Management
New Jersey
$213K +$214K +1,327 New
FMN
671
Financial Management Network
California
$213K -$6.77K -42 -3%
PSCM
672
Per Stirling Capital Management
Texas
$212K – – –
EPIM
673
Evelyn Partners Investment Management
$212K +$213K +1,320 New
SC
674
Schiavi & Co
Delaware
$212K +$213K +1,320 New
FIM
675
Freedom Investment Management
Connecticut
$212K -$65.4K -406 -24%
25 26
27
28 29