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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
651
Endurance Wealth Management
Rhode Island
$80K +$11.4K +1,000 +17%
FWM
652
Focused Wealth Management
New York
$79K +$10.3K +900 +15%
TFA
653
Transamerica Financial Advisors
Florida
$79K +$17.7K +1,550 +29%
AIA
654
Allegis Investment Advisors
Idaho
$73K +$72.6K +6,350 New
CGT
655
Capital Guardian Trust
California
$71K – – –
HI
656
Hudock Inc
Pennsylvania
$69K – – –
BBHC
657
Brown Brothers Harriman & Co
New York
$69K +$17.7K +1,550 +35%
GI
658
Gradient Investments
Minnesota
$67K +$36.6K +3,200 +121%
NYLT
659
New York Life Trust
New York
$62K +$31.2K +2,730 +100%
PCM
660
Penserra Capital Management
California
$59K +$59K +5,160 New
AF
661
Allworth Financial
California
$58K +$12.6K +1,100 +28%
CFA
662
CT Financial Advisors
Pennsylvania
$57.2K – – –
PFS
663
Physicians Financial Services
North Carolina
$57K +$57.1K +5,000 New
KCPG
664
Kavar Capital Partners Group
Kansas
$56K – – –
PFO
665
Pathstone Family Office
New Jersey
$55K – – –
DAM
666
Delta Asset Management
Tennessee
$52K – – –
PAI
667
Pittenger & Anderson Inc
Nebraska
$51K – – –
CBOA
668
Commonwealth Bank of Australia
Australia
$51K +$16.8K +1,470 +49%
DSC
669
Duncker Streett & Co
Missouri
$49K -$22.3K -1,950 -31%
WT
670
Whittier Trust
California
$48K – – –
S
671
SignatureFD
Georgia
$47K +$6.86K +600 +17%
FQ
672
First Quadrant
California
$46K -$33.5K -2,930 -42%
TCM
673
Tradewinds Capital Management
Washington
$41K – – –
BAM
674
Barrett Asset Management
New York
$40K – – –
DRS
675
Deane Retirement Strategies
Louisiana
$40K – – –
25 26
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