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