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KEYS

Name Holding Trade Value Shares
Change 		Change in
Stake
WB
801
Webster Bank
Connecticut
$62K – – –
DIP
802
DT Investment Partners
Pennsylvania
$61K – – –
SAG
803
SageView Advisory Group
California
$59.7K +$54.6K +294 New
PCFFS
804
Pacific Center for Financial Services
California
$59.6K – – –
EP
805
Essential Partners
California
$57.5K -$6.31K -34 -11%
ACA
806
Atlas Capital Advisors
Wyoming
$57.3K +$52.3K +282 New
PPC
807
Park Place Capital
Alabama
$54.3K -$742 -4 -1%
AEPWM
808
Atlantic Edge Private Wealth Management
Florida
$52.2K +$39.7K +214 +498%
IA
809
IFP Advisors
Florida
$51.2K +$3.71K +20 +9%
RIL
810
Rothschild Investment LLC
Illinois
$51.2K +$5.2K +28 +13%
WA
811
Westfuller Advisors
New York
$50.2K -$1.86K -10 -4%
RFP
812
Root Financial Partners
California
$49.8K -$8.91K -48 -16%
DE
813
DV Equities
Illinois
$49K +$44.7K +241 New
CAM
814
Costello Asset Management
Pennsylvania
$48.8K -$18.6K -100 -29%
EF
815
Entrust Financial
Pennsylvania
$44.9K +$41K +221 New
EPIMS
816
Evelyn Partners Investment Management Services
$42.7K – – –
JFA
817
JNBA Financial Advisors
Minnesota
$41.9K – – –
DT
818
DV Trading
Illinois
$40.6K +$37.1K +200 New
TWD
819
True Wealth Design
Ohio
$39.6K -$15.4K -83 -30%
AGWCA
820
Annis Gardner Whiting Capital Advisors
Florida
$39.2K +$371 +2 +1%
WA
821
WPG Advisers
Maryland
$38.2K +$1.67K +9 +5%
CNBT
822
Cornerstone National Bank & Trust
Illinois
$38K – – –
DMBA
823
Deseret Mutual Benefit Administrators
Utah
$37K +$928 +5 +3%
AA
824
Addison Advisors
Vermont
$36.6K – – –
FMP
825
Financial Management Professionals
Texas
$34.5K +$371 +2 +1%
31 32
33
34 35