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Name Holding Trade Value Shares
Change 		Change in
Stake
PSUF
1001
People's United Financial
Connecticut
$450K -$241K -1,835 -35%
OIA
1002
OneDigital Investment Advisors
Kansas
$449K +$37.4K +285 +9%
EWA
1003
EP Wealth Advisors
California
$447K +$15.1K +115 +3%
CWP
1004
CFM Wealth Partners
Texas
$446K – – –
YIA
1005
YHB Investment Advisors
Connecticut
$443K – – –
SFP
1006
Sandbox Financial Partners
Maryland
$443K +$13.1K +100 +3%
GVAG
1007
Great Valley Advisor Group
Delaware
$442K -$88K -670 -16%
SMH
1008
Sanders Morris Harris
Texas
$441K – – –
PFA
1009
Pure Financial Advisors
California
$441K +$132K +1,005 +42%
GPGA
1010
Grandeur Peak Global Advisors
Utah
$438K – – –
DJYG
1011
David J. Yvars Group
Florida
$432K – – –
ST
1012
Spinnaker Trust
Maine
$430K +$223K +1,700 +105%
DU
1013
Delphia (USA)
Ontario, Canada
$430K +$435K +3,315 New
BAS
1014
Brown Advisory Securities
Maryland
$424K -$34.8K -265 -8%
TFS
1015
Thoroughbred Financial Services
Tennessee
$423K +$59.1K +450 +16%
PCP
1016
Proficio Capital Partners
Massachusetts
$422K -$129K -980 -23%
MGIA
1017
Moneta Group Investment Advisors
Missouri
$422K +$46.6K +355 +12%
AP
1018
Appleton Partners
Massachusetts
$420K -$3.28K -25 -0.8%
AFP
1019
Ausdal Financial Partners
Iowa
$420K – – –
BWP
1020
BSW Wealth Partners
Colorado
$420K +$89.9K +685 +27%
HPC
1021
HM Payson & Co
Maine
$419K +$59.1K +450 +16%
MMA
1022
Miracle Mile Advisors
California
$418K +$82.1K +625 +24%
FFM
1023
Forum Financial Management
Illinois
$417K +$421K +3,210 New
DBRC
1024
D.B. Root & Company
Pennsylvania
$416K -$11.2K -85 -3%
SCP
1025
Sandhill Capital Partners
New York
$416K – – –
39 40
41
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