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Name Holding Trade Value Shares
Change 		Change in
Stake
UCMOK
1301
United Capital Management of KS
Kansas
$20.3M -$3.69M -31,257 -16%
IA
1302
IFG Advisory
Georgia
$20.3M -$962K -8,148 -5%
MTWM
1303
Masso Torrence Wealth Management
New Jersey
$20.3M -$415K -3,514 -2%
PA
1304
PFG Advisors
Arizona
$20.3M -$580K -4,908 -3%
SAM
1305
Sompo Asset Management
Japan
$20.2M +$69.7K +590 +0.4%
GFS
1306
GYL Financial Synergies
Connecticut
$20.2M -$171K -1,447 -0.9%
EGM
1307
Engineers Gate Manager
New York
$20.2M +$14.8M +125,402 +306%
GI
1308
GLOBALT Investments
Georgia
$20.2M -$1.36M -11,510 -6%
PCM
1309
Parsons Capital Management
Rhode Island
$20.2M +$721K +6,102 +4%
EWA
1310
EverSource Wealth Advisors
Alabama
$20.1M +$426K +3,603 +2%
FI
1311
Firetrail Investments
Australia
$20.1M +$19.6M +165,842 New
DAM
1312
Deltec Asset Management
New York
$20.1M +$241K +2,040 +1%
NCM
1313
Novare Capital Management
North Carolina
$20M +$1.79M +15,116 +10%
MG
1314
Mather Group
Illinois
$20M +$17.6M +149,311 +964%
DWM
1315
Diversify Wealth Management
Utah
$20M +$6.91M +58,480 +69%
ADL
1316
Asset Dedication LLC
California
$19.8M -$2.62M -22,149 -12%
CI
1317
Carroll Investors
South Carolina
$19.7M +$826K +6,994 +5%
AG
1318
Algert Global
California
$19.6M +$19.1M +161,615 New
RI
1319
Redwood Investments
Massachusetts
$19.6M -$1.22M -10,293 -6%
SACTSONJ
1320
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$19.6M – – –
FNWM
1321
Financial Network Wealth Management
Utah
$19.6M -$155K -1,309 -0.8%
CI
1322
CX Institutional
Indiana
$19.6M +$1.31M +11,055 +7%
VT
1323
Vise Technologies
New York
$19.6M +$5.12M +43,355 +37%
PWS
1324
Peterson Wealth Services
Utah
$19.5M -$10.7K -91 -0.1%
HR
1325
Howe & Rusling
New York
$19.5M +$1.05M +8,897 +6%
51 52
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