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Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
776
Partner Investment Management
California
$769K – – –
PP
777
Prudential plc
United Kingdom
$765K -$348K -9,600 -32%
GLA
778
Good Life Advisors
Pennsylvania
$757K -$166K -4,570 -18%
SFA
779
Sequoia Financial Advisors
Ohio
$753K +$142K +3,910 +24%
KF
780
Krilogy Financial
Missouri
$752K -$29K -800 -4%
OA
781
Oak Associates
Ohio
$752K +$214K +5,900 +42%
MLL
782
Moody Lynn & Lieberson
Massachusetts
$750K -$59.2K -1,630 -8%
GIA
783
GHP Investment Advisors
Colorado
$748K -$5.44K -150 -0.7%
TI
784
Truepoint Inc
Ohio
$745K -$98.7K -2,720 -12%
DC
785
Diametric Capital
Massachusetts
$744K +$722K +19,880 New
CIM
786
CIM Investment Management
Pennsylvania
$743K +$721K +19,870 New
HIMC
787
Heritage Investors Management Corp
Maryland
$733K +$31.9K +880 +5%
AIA
788
AIMZ Investment Advisors
California
$730K +$54.4K +1,500 +8%
PP
789
Patten & Patten
Tennessee
$727K -$127K -3,500 -15%
PA
790
Pinnacle Associates
New York
$725K -$1.14M -31,430 -62%
LSAG
791
Lake Street Advisors Group
New Hampshire
$725K -$165K -4,540 -19%
RWP
792
RWA Wealth Partners
Massachusetts
$725K -$1.81K -50 -0.3%
MBT
793
Montecito Bank & Trust
California
$724K +$381K +10,490 +119%
RAM
794
Redmond Asset Management
Virginia
$721K -$94.4K -2,600 -12%
UR
795
USCA RIA
Texas
$719K -$1.91M -52,670 -73%
MWM
796
Merriman Wealth Management
Washington
$717K -$39.6K -1,090 -5%
CCM
797
Coldstream Capital Management
Washington
$715K +$104K +2,870 +18%
WPW
798
Waldron Private Wealth
Pennsylvania
$714K +$114K +3,150 +20%
FANJ
799
Financial Architects (New Jersey)
New Jersey
$711K -$17.4K -480 -2%
CCB
800
Cutter & Co Brokerage
Missouri
$711K +$690K +19,000 New
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