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KEYS

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
676
AssuredPartners Investment Advisors
Florida
$215K -$26.2K -157 -11%
3F
677
360 Financial
Minnesota
$215K – – –
SN
678
Sittner & Nelson
Oregon
$214K – – –
TLFA
679
True Link Financial Advisors
California
$213K +$203K +1,220 New
WFI
680
West Family Investments
California
$213K +$203K +1,219 New
MBTD
681
Mechanics Bank - Trust Department
California
$212K -$48.3K -290 -19%
CT
682
Chicago Trust
Illinois
$212K +$202K +1,210 New
MA
683
Mutual Advisors
Nebraska
$211K -$52.2K -313 -20%
WWC
684
Waypoint Wealth Counsel
Georgia
$211K +$201K +1,205 New
EPIM
685
Evelyn Partners Investment Management
$211K -$9.67K -58 -5%
KWS
686
Keystone Wealth Services
California
$210K +$200K +1,200 New
NG
687
Norden Group
Utah
$205K +$195K +1,173 New
WANY
688
Wealthspire Advisors (New York)
New York
$205K -$82.3K -494 -30%
DAS
689
Diversify Advisory Services
Utah
$204K +$182K +1,095 New
HCM
690
Howard Capital Management
Georgia
$204K +$194K +1,165 New
C
691
Certuity
Florida
$203K +$193K +1,161 New
KPWS
692
Kestra Private Wealth Services
Texas
$203K +$193K +1,160 New
MPWT
693
MassMutual Private Wealth & Trust
Connecticut
$203K +$8.17K +49 +4%
HWMO
694
Heritage Wealth Management (Ohio)
Ohio
$202K +$192K +1,155 New
QPBE
695
Quintet Private Bank (Europe)
Luxembourg
$199K – – –
PFBT
696
Parkside Financial Bank & Trust
Missouri
$194K +$75.5K +453 +69%
SGK
697
Steigerwald Gordon & Koch
Virginia
$193K +$183K +1,101 New
LFG
698
Larson Financial Group
Missouri
$188K +$31.7K +190 +21%
FFA
699
Farther Finance Advisors
California
$178K -$219K -1,313 -56%
WTC
700
WhitTier Trust Company
Nevada
$177K – – –
26 27
28
29 30