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NiSource
NI

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
426
Center for Financial Planning
Michigan
$9K – – –
AIM
427
Anchor Investment Management
South Carolina
$8.74K – – –
HWM
428
Holloway Wealth Management
Florida
$8K – – –
RFA
429
Reilly Financial Advisors
California
$8K – – –
WLPWM
430
Walled Lake Planning & Wealth Management
Illinois
$8K – – –
WB
431
Webster Bank
Connecticut
$8K – – –
BCA
432
Berman Capital Advisors
Georgia
$7K -$1.58K -57 -15%
OC
433
Oakworth Capital
Alabama
$7K – – –
M
434
MOTCO
Texas
$7K +$1.52K +55 +23%
PRC
435
Pearl River Capital
Michigan
$6K -$1.03M -37,281 -99%
TFO
436
Tarbox Family Office
California
$6K -$332 -12 -5%
SLF
437
Sun Life Financial
Ontario, Canada
$6K +$221 +8 +4%
PFBT
438
Parkside Financial Bank & Trust
Missouri
$6K +$3.18K +115 +100%
SL
439
Savior LLC
Massachusetts
$5K – – –
SFPG
440
Stonebridge Financial Planning Group
Florida
$5K – – –
WCG
441
Weaver Consulting Group
California
$5K – – –
WFMPM
442
Woodley Farra Manion Portfolio Management
Indiana
$5K – – –
SMFS
443
Squar Milner Financial Services
California
$5K +$304 +11 +6%
VCM
444
Versant Capital Management
Arizona
$5K +$498 +18 +8%
SFSIG
445
San Francisco Sentry Investment Group
California
$5K +$774 +28 +16%
CAN
446
Claraphi Advisory Network
United States
$5K +$6K +217 New
CFGS
447
Concourse Financial Group Securities
Alabama
$4K – – –
FMII
448
Farmers & Merchants Investments Inc
Nebraska
$4K – – –
ST
449
Smithfield Trust
Pennsylvania
$4K – – –
SC
450
Stralem & Co
New York
$4K +$4.45K +161 New
16 17
18
19 20