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NAVI

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
326
Glenmede Trust
Pennsylvania
$10K -$191K -15,083 -95%
GAM
327
Gemmer Asset Management
California
$9K +$1.05K +83 +13%
IWP
328
Icon Wealth Partners
Texas
$9K +$8.86K +701 New
MOS
329
MGO One Seven
Ohio
$9K +$8.92K +706 New
SLF
330
Sun Life Financial
Ontario, Canada
$8K -$18.1K -1,435 -71%
EWM
331
Evercore Wealth Management
New York
$8K – – –
BFEC
332
Benjamin F. Edwards & Company
Missouri
$8K +$7.9K +625 New
FMA
333
FNY Managed Accounts
New York
$7K -$20.8K -1,647 -75%
WA
334
Waverly Advisors
Alabama
$7K +$6.2K +491 New
AC
335
Avestar Capital
New York
$7K +$7.93K +628 New
CHP
336
Cable Hill Partners
Oregon
$6K -$1.35K -107 -19%
VFA
337
Valeo Financial Advisors
Indiana
$6K +$2.54K +201 +86%
CA
338
Calton & Associates
Florida
$6K +$5.72K +453 New
NSIM
339
North Star Investment Management
Illinois
$5K – – –
GWM
340
Geneos Wealth Management
Colorado
$4K -$6.32K -500 -61%
PMFA
341
Plante Moran Financial Advisors
Michigan
$4K – – –
BWA
342
BDO Wealth Advisors
Florida
$4K +$38 +3 +1%
KA
343
Kaizen Advisory
Illinois
$4K +$3.79K +300 New
TC
344
Trust Company
Kansas
$4K +$4.12K +326 New
PW
345
Price Wealth
Texas
$4K +$4.5K +356 New
SWA
346
Sutton Wealth Advisors
Florida
$3.98K – – –
WEC
347
Winslow Evans & Crocker
Massachusetts
$3.17K – – –
FPFS
348
First Personal Financial Services
North Carolina
$3K -$1.47K -116 -32%
VCM
349
Versant Capital Management
Arizona
$3K – – –
HR
350
Howe & Rusling
New York
$3K +$948 +75 +51%
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