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MEDP

Name Holding Trade Value Shares
Change 		Change in
Stake
CBB
376
Citizens Business Bank
California
$1.01M – – –
VCM
377
Voleon Capital Management
California
$1M +$609K +1,073 +150%
OSAM
378
O'Shaughnessy Asset Management
Connecticut
$1M +$218K +384 +27%
PAI
379
Pittenger & Anderson Inc
Nebraska
$997K +$1.01M +1,776 New
AU
380
AlphaGrep UK
$997K +$1.01M +1,775 New
GRP
381
Global Retirement Partners
California
$996K +$791K +1,393 +367%
FT
382
Fiduciary Trust
Massachusetts
$957K -$280K -494 -22%
ACS
383
Archford Capital Strategies
Illinois
$949K +$959K +1,690 New
SAM
384
Securian Asset Management
Minnesota
$933K – – –
STA
385
Summit Trail Advisors
New York
$931K +$450K +792 +92%
TSW
386
Three Seasons Wealth
Utah
$931K +$718K +1,265 +323%
DWM
387
Dakota Wealth Management
Florida
$929K +$307K +541 +49%
SSA
388
Sierra Summit Advisors
Nevada
$919K +$929K +1,637 New
SFA
389
Sequoia Financial Advisors
Ohio
$912K +$326K +574 +55%
AWAU
390
Alliance Wealth Advisors (Utah)
Utah
$906K -$584K -1,028 -39%
AC
391
Annandale Capital
Texas
$899K – – –
IIC
392
Integrated Investment Consultants
Michigan
$894K -$89.7K -158 -9%
BCWM
393
Bartlett & Co Wealth Management
Ohio
$888K +$732K +1,289 +441%
SLAM
394
Swiss Life Asset Management
$887K +$256K +451 +40%
GFPC
395
Global Financial Private Client
Florida
$883K +$82.9K +146 +10%
HWM
396
HB Wealth Management
Georgia
$873K +$187K +330 +27%
JIC
397
Johnson Investment Counsel
Ohio
$862K -$28.4K -50 -3%
MCM
398
Massar Capital Management
Connecticut
$859K +$868K +1,530 New
KPWS
399
Kestra Private Wealth Services
Texas
$855K -$496K -874 -36%
LGF
400
LGT Group Foundation
Liechtenstein
$844K -$57.3K -101 -6%
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