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Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
626
Prospera Financial Services
Texas
$438K +$180K +1,082 +84%
FA
627
FMA Advisory
Pennsylvania
$435K -$15.6K -94 -4%
CCM
628
Cadence Capital Management
Massachusetts
$432K +$18.9K +114 +5%
PG
629
Pendal Group
Australia
$430K +$197K +1,186 +94%
DT
630
Diversified Trust
Tennessee
$427K -$13.5K -81 -3%
WC
631
Woodstock Corp
Massachusetts
$421K – – –
WB
632
Webster Bank
Connecticut
$421K +$398K +2,394 New
SFA
633
Sequoia Financial Advisors
Ohio
$420K +$4.15K +25 +1%
RCG
634
Rock Creek Group
District of Columbia
$407K +$384K +2,313 New
CG
635
Caprock Group
Idaho
$406K -$52K -313 -12%
SCA
636
Snowden Capital Advisors
New York
$402K -$14K -84 -4%
PCM
637
Pointe Capital Management
Michigan
$399K +$376K +2,266 New
ZF
638
Zhang Financial
Michigan
$396K – – –
DBT
639
Dubuque Bank & Trust
Iowa
$396K +$374K +2,250 New
NI
640
Nuance Investments
Missouri
$395K +$373K +2,247 New
GVAG
641
Great Valley Advisor Group
Delaware
$393K -$7.14K -43 -2%
CFGS
642
Concourse Financial Group Securities
Alabama
$393K +$107K +647 +41%
BB
643
Bell Bank
North Dakota
$392K -$16.3K -98 -4%
PIA
644
Pinion Investment Advisors
Kansas
$388K +$28.2K +170 +8%
BAM
645
Bruderman Asset Management
New York
$386K – – –
RW
646
REDW Wealth
New Mexico
$386K – – –
MSS
647
Mitchell Sinkler & Starr
Pennsylvania
$382K -$12.5K -75 -3%
DSC
648
Duncker Streett & Co
Missouri
$378K -$150K -900 -30%
FNFDCM
649
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$378K -$24.9K -150 -7%
SXL
650
Summit X LLC
Missouri
$372K +$19.9K +120 +6%
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