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KEYS

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
701
Intact Investment Management
Quebec, Canada
$81.9K +$76.2K +500 New
HPC
702
HM Payson & Co
Maine
$80.3K -$2.13K -14 -3%
FC
703
Family CFO
California
$76.2K – – –
FFL
704
Financial Freedom LLC
Ohio
$75.2K – – –
OL
705
OneFund LLC
Florida
$75K +$70.1K +460 New
CCA
706
Catalyst Capital Advisors
New York
$74.2K -$11.3K -74 -14%
GWM
707
Geneos Wealth Management
Colorado
$72.4K +$7.47K +49 +12%
QT
708
Quantbot Technologies
New York
$70.6K +$65.7K +431 New
PWAM
709
Private Wealth Asset Management
Iowa
$70.3K – – –
TCOV
710
Trust Company of Vermont
Vermont
$68.7K – – –
PTC
711
Private Trust Company
Ohio
$66.9K +$22.1K +145 +55%
GM
712
GeoWealth Management
Illinois
$57K -$457 -3 -0.9%
PCFFS
713
Pacific Center for Financial Services
California
$55.9K – – –
CAM
714
Costello Asset Management
Pennsylvania
$55.7K – – –
EP
715
Essential Partners
California
$53.7K +$50K +328 New
PMFA
716
Plante Moran Financial Advisors
Michigan
$53.3K – – –
WB
717
Webster Bank
Connecticut
$50K -$12.7K -83 -21%
BC
718
Barrett & Company
Rhode Island
$50K – – –
DIP
719
DT Investment Partners
Pennsylvania
$49.2K – – –
LSA
720
Leonteq Securities AG
Switzerland
$47.8K -$79.4K -521 -64%
HT
721
Headlands Technologies
Illinois
$47.7K -$13.4K -88 -23%
TFIPS
722
Towarzystwo Funduszy Inwestycyjnych PZU SA
$47.5K – – –
PPC
723
Park Place Capital
Alabama
$46.9K – – –
SS
724
Sunbelt Securities
Texas
$43.4K +$29.1K +191 +242%
IA
725
IFP Advisors
Florida
$40.3K +$12.3K +81 +49%
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