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MetLife
MET

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
926
Modern Wealth Management
Kansas
$325K +$310K +3,838 New
CPW
927
Crestmont Private Wealth
Texas
$325K +$309K +3,836 New
IAS
928
Insigneo Advisory Services
Florida
$324K +$11.2K +139 +4%
CMF
929
Counterpoint Mutual Funds
California
$323K +$308K +3,817 New
FAN
930
Financial Advisors Network
California
$322K +$3.71K +46 +1%
CT
931
Colonial Trust
South Carolina
$319K +$50K +620 +20%
EM
932
Excalibur Management
Massachusetts
$319K – – –
DWT
933
Dorsey & Whitney Trust
South Dakota
$319K -$219K -2,710 -42%
MI
934
Markowski Investments
Florida
$319K +$304K +3,765 New
PWMAG
935
Pinnacle Wealth Management Advisory Group
New Jersey
$316K -$36.2K -449 -11%
RFG
936
REAP Financial Group
Texas
$316K +$1.29K +16 +0.4%
SB
937
Sunflower Bank
Texas
$314K +$12.5K +155 +4%
CBA
938
Coastal Bridge Advisors
Connecticut
$313K +$299K +3,702 New
CSIC
939
Clifford Swan Investment Counsel
California
$311K – – –
IGAM
940
iA Global Asset Management
Quebec, Canada
$311K – – –
WAL
941
W Advisors LLC
Tennessee
$311K – – –
LCM
942
Legato Capital Management
California
$310K -$111K -1,378 -27%
WSC
943
Wellington Shields & Co
New York
$309K -$40.3K -500 -12%
B
944
Bailard
California
$304K – – –
RT
945
Rockland Trust
Massachusetts
$302K -$23.5K -292 -8%
FC
946
Farringdon Capital
United Kingdom
$302K -$685K -8,498 -70%
FA
947
Faithward Advisors
Pennsylvania
$301K +$287K +3,557 New
AWM
948
Avior Wealth Management
Nebraska
$299K -$32.8K -407 -8%
CIA
949
Choate Investment Advisors
Massachusetts
$299K -$12.1K -150 -4%
MHC
950
May Hill Capital
Massachusetts
$298K +$24.5K +304 +9%
36 37
38
39 40