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KEYS

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
726
IFP Advisors
Florida
$40.3K +$12.3K +81 +49%
GWSG
727
GPS Wealth Strategies Group
Colorado
$40K +$152 +1 +0.4%
MCM
728
Manchester Capital Management
Vermont
$38.5K – – –
JFA
729
JNBA Financial Advisors
Minnesota
$37.5K – – –
RIL
730
Rothschild Investment LLC
Illinois
$35.7K -$5.18K -34 -13%
EPIMS
731
Evelyn Partners Investment Management Services
$34.4K – – –
AUB
732
Atlantic Union Bankshares
Virginia
$34.4K +$32K +210 New
CFB
733
Cullen/Frost Bankers
Texas
$33.1K -$3.66K -24 -11%
WA
734
WPG Advisers
Maryland
$32.1K -$10.1K -66 -25%
ACM
735
Accent Capital Management
Ohio
$31K – – –
CNBT
736
Cornerstone National Bank & Trust
Illinois
$30.6K – – –
AGWCA
737
Annis Gardner Whiting Capital Advisors
Florida
$30.3K – – –
EAM
738
Erste Asset Management
Austria
$29.7K – – –
AA
739
Addison Advisors
Vermont
$29.5K +$2.13K +14 +8%
DMBA
740
Deseret Mutual Benefit Administrators
Utah
$29K – – –
MSWA
741
Marshall & Sterling Wealth Advisors
New York
$28.5K – – –
NC
742
NewSquare Capital
Pennsylvania
$28K +$15.9K +104 +155%
TWD
743
True Wealth Design
Ohio
$27K +$19.7K +129 +358%
FMP
744
Financial Management Professionals
Texas
$26.4K -$610 -4 -2%
CPBTD
745
Central Pacific Bank - Trust Division
Hawaii
$25.9K -$3.66K -24 -13%
GKIM
746
GW&K Investment Management
Massachusetts
$25K – – –
ABWM
747
Alpine Bank Wealth Management
Colorado
$24.6K – – –
BCWM
748
Bartlett & Co Wealth Management
Ohio
$24.1K -$152 -1 -0.7%
WTFG
749
Wood Tarver Financial Group
Idaho
$24K – – –
SSG
750
Summit Securities Group
New York
$23.1K -$283K -1,859 -93%
28 29
30
31 32