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MAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
476
Wealthspire Advisors (Maryland)
Maryland
$23K -$6.94K -259 -22%
GWM
477
Geneos Wealth Management
Colorado
$21K +$1.34K +50 +6%
MFW
478
Mosaic Family Wealth
Missouri
$20K -$3.67K -137 -15%
MIFH
479
Migdal Insurance & Financial Holdings
Israel
$20K +$21.5K +802 New
KKAMG
480
Kernodle & Katon Asset Management Group
Arkansas
$18K – – –
FHA
481
First Horizon Advisors
Tennessee
$18K +$8.22K +307 +57%
UWPG
482
Ullmann Wealth Partners Group
Florida
$18K +$19.6K +732 New
HWP
483
Hefty Wealth Partners
Indiana
$17K -$628K -23,437 -97%
QCG
484
Quadrant Capital Group
Ohio
$17K +$10.7K +401 +113%
AAP
485
Arax Advisory Partners
Colorado
$16K +$241 +9 +1%
PFGIA
486
Patriot Financial Group Insurance Agency
Massachusetts
$15K +$10.8K +402 +193%
PCM
487
Prelude Capital Management
New York
$15K +$16.1K +600 New
IP
488
Intellectus Partners
California
$13K – – –
TC
489
Trust Company
Kansas
$13K – – –
TDC
490
Thompson Davis & Co
Virginia
$12K – – –
GAM
491
Gemmer Asset Management
California
$12K +$161 +6 +1%
JFA
492
JNBA Financial Advisors
Minnesota
$10K – – –
SSB
493
Sandy Spring Bank
Maryland
$10K – – –
JCM
494
Jacobi Capital Management
Pennsylvania
$10K +$2.68K +100 +33%
VCM
495
Versant Capital Management
Arizona
$10K +$3.78K +141 +52%
SLF
496
Sun Life Financial
Ontario, Canada
$9.9K +$6.8K +254 New
PMFA
497
Plante Moran Financial Advisors
Michigan
$9K -$241 -9 -2%
LCM
498
Liberty Capital Management
Michigan
$9K – – –
HA
499
Harfst & Associates
Wyoming
$9K +$9.67K +361 New
GEA
500
Glen Eagle Advisors
New Jersey
$8.31K – – –
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