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Name Holding Trade Value Shares
Change 		Change in
Stake
TW
1326
Transform Wealth
Colorado
$333K – – –
OSAM
1327
O'Shaughnessy Asset Management
Connecticut
$332K +$162K +950 +100%
GWS
1328
Glassman Wealth Services
Virginia
$328K +$2.22K +13 +0.7%
HHGA
1329
Halbert Hargrove Global Advisors
California
$325K +$36.1K +211 +13%
ST
1330
Sabal Trust
Florida
$322K +$314K +1,839 New
GC
1331
Gratry & Company
Ohio
$317K -$100K -585 -24%
AB
1332
Atlas Brown
Kentucky
$317K – – –
SFWA
1333
Summit Financial Wealth Advisors
Louisiana
$317K +$22.9K +134 +8%
WFMPM
1334
Woodley Farra Manion Portfolio Management
Indiana
$316K – – –
RA
1335
RFG Advisory
Alabama
$314K +$20.9K +122 +7%
CWS
1336
Cypress Wealth Services
California
$313K -$27.3K -160 -8%
QCG
1337
Quadrant Capital Group
Ohio
$312K -$171 -1 -0.1%
VCM
1338
Versant Capital Management
Arizona
$311K -$13.8K -81 -4%
MCM
1339
Manchester Capital Management
Vermont
$310K – – –
DIA
1340
Denver Investment Advisors
Colorado
$309K -$62.9K -368 -17%
DIM
1341
DC Investments Management
Virginia
$309K -$38.1K -223 -11%
PA
1342
Prism Advisors
California
$308K – – –
PGFC
1343
Peapack-Gladstone Financial Corp
New Jersey
$308K +$72K +421 +31%
MMPW
1344
Mitchell McLeod Pugh & Williams
Alabama
$306K – – –
AWM
1345
AE Wealth Management
Kansas
$306K +$20.9K +122 +8%
VC
1346
Vicus Capital
Pennsylvania
$304K -$6.67K -39 -2%
CCIA
1347
Campbell & Co Investment Adviser
Maryland
$304K +$297K +1,738 New
RW
1348
REDW Wealth
New Mexico
$301K -$6.84K -40 -2%
PHAM
1349
Palisades Hudson Asset Management
Florida
$301K – – –
ADL
1350
Asset Dedication LLC
California
$299K +$16.8K +98 +6%
52 53
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