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Name Holding Trade Value Shares
Change 		Change in
Stake
SLF
2076
Sun Life Financial
Ontario, Canada
$1.45M -$3.26M -39,784 -70%
MS
2077
Marshall & Sullivan
Washington
$1.45M -$97.6K -1,190 -7%
BSB
2078
Bangor Savings Bank
Maine
$1.45M -$157K -1,913 -10%
HHGA
2079
Halbert Hargrove Global Advisors
California
$1.44M +$337K +4,103 +32%
BBA
2080
Braun-Bostich & Associates
Pennsylvania
$1.44M +$1.38M +16,863 New
AFA
2081
Aurora Financial Advisors
Massachusetts
$1.44M +$1.38M +16,847 New
SS
2082
Simplicity Solutions
Minnesota
$1.44M +$656K +7,993 +90%
OIA
2083
OneDigital Investment Advisors
Kansas
$1.44M +$406K +4,950 +42%
FPCP
2084
Fort Point Capital Partners
California
$1.43M -$13.9K -169 -1%
CASB
2085
Cape Ann Savings Bank
Massachusetts
$1.43M +$1.37M +16,685 New
NCM
2086
Neumann Capital Management
California
$1.43M -$20.5K -250 -1%
QCMC
2087
Quantum Capital Management (California)
California
$1.42M -$75.5K -921 -5%
FC
2088
Financial Consulate
Maryland
$1.42M +$82 +1 +0%
BKA
2089
Brick & Kyle Associates
Pennsylvania
$1.42M +$11.5K +140 +0.8%
DW
2090
Domani Wealth
Pennsylvania
$1.42M -$11.6K -142 -0.8%
CPC
2091
Congress Park Capital
New York
$1.41M +$1.36M +16,521 New
RFA
2092
Reilly Financial Advisors
California
$1.41M -$63.1K -769 -4%
VDFA
2093
Vickerman & Driscoll Financial Advisors
Washington
$1.41M +$1.35M +16,478 New
EFSCE
2094
Enterprise Financial Services Corp (EFSC)
Missouri
$1.41M +$18K +219 +1%
SGCA
2095
Steel Grove Capital Advisors
Tennessee
$1.4M -$139K -1,700 -9%
VIA
2096
Vident Investment Advisory
Georgia
$1.4M -$39K -476 -3%
OMC
2097
Old Mission Capital
Illinois
$1.4M +$1.34M +16,353 New
CWM
2098
Confluence Wealth Management
Oregon
$1.4M -$23.5K -287 -2%
OCG
2099
Opus Capital Group
Ohio
$1.4M -$219K -2,665 -14%
MFW
2100
Meristem Family Wealth
Minnesota
$1.4M +$40.2K +490 +3%
82 83
84
85 86