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Name Holding Trade Value Shares
Change 		Change in
Stake
PL
501
Plancorp LLC
Missouri
$537K -$7.83K -126 -1%
BSW
502
Buckingham Strategic Wealth
Missouri
$536K -$113K -1,823 -16%
MWM
503
Meridian Wealth Management
Kentucky
$533K +$124K +2,001 +25%
LTI
504
Laffer Tengler Investments
Tennessee
$530K -$2.24K -36 -0.4%
AC
505
Arjuna Capital
North Carolina
$522K -$7.51K -121 -1%
GAM
506
Gould Asset Management
California
$522K – – –
SSA
507
Schonfeld Strategic Advisors
New York
$521K +$600K +9,656 New
WI
508
Wedgewood Investors
Pennsylvania
$513K -$3.1K -50 -0.5%
RB
509
Rodgers Brothers
Pennsylvania
$511K +$588K +9,475 New
WAM
510
Wealthspire Advisors (Maryland)
Maryland
$511K -$42.3K -681 -7%
BCM
511
Bayesian Capital Management
New York
$507K +$583K +9,394 New
PK
512
Pflug Koory
Nebraska
$500K – – –
IWM
513
IHT Wealth Management
Illinois
$499K +$216K +3,486 +60%
XK
514
Xact Kapitalforvaltning
Sweden
$496K -$2.24M -36,080 -80%
LIA
515
LS Investment Advisors
Michigan
$487K -$183K -2,950 -25%
AWM
516
AE Wealth Management
Kansas
$487K -$65.3K -1,052 -10%
VRS
517
Virginia Retirement Systems
Virginia
$486K +$559K +9,000 New
JHCP
518
Jackson Hole Capital Partners
Oklahoma
$486K +$560K +9,017 New
CFGS
519
Concourse Financial Group Securities
Alabama
$480K +$251K +4,037 +83%
CTA
520
Chesley Taft & Associates
Illinois
$475K -$76.1K -1,225 -12%
SCM
521
Stumpf Capital Management
Arizona
$475K – – –
FCH
522
Freestone Capital Holdings
Washington
$475K +$299K +4,812 +120%
CWA
523
Cypress Wealth Advisors
California
$474K +$546K +8,789 New
WT
524
Whittier Trust
California
$470K +$99.9K +1,609 +23%
CAN
525
Cetera Advisor Networks
California
$468K +$12.5K +202 +2%
19 20
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