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Name Holding Trade Value Shares
Change 		Change in
Stake
IC
551
InterOcean Capital
Illinois
$500K – – –
LFAS
552
Level Four Advisory Services
Texas
$496K -$1.35K -20 -0.3%
CCP
553
Corient Capital Partners
California
$493K +$80.6K +1,196 +20%
TC
554
Truvestments Capital
Florida
$491K +$430K +6,382 +851%
HSA
555
HBK Sorce Advisory
Pennsylvania
$489K -$11.1K -165 -2%
NSIM
556
North Star Investment Management
Illinois
$486K -$47.2K -700 -9%
MSAM
557
Moloney Securities Asset Management
Missouri
$485K -$42.3K -628 -8%
TCOV
558
Trust Company of Vermont
Vermont
$485K +$1.42K +21 +0.3%
FFSOTS
559
Fiduciary Financial Services of The Southwest
Texas
$485K +$17.5K +260 +4%
WAAG
560
Wealth Alliance Advisory Group
Kansas
$482K – – –
QCIG
561
Quad-Cities Investment Group
Iowa
$475K -$10.2K -152 -2%
VIA
562
Vident Investment Advisory
Georgia
$471K -$8.22K -122 -2%
CCIA
563
Campbell & Co Investment Adviser
Maryland
$470K -$14.8K -220 -3%
AIM
564
Achmea Investment Management
Netherlands
$469K -$314K -4,660 -41%
OCM
565
Orser Capital Management
Texas
$463K -$79.7K -1,182 -18%
CWM
566
Cornerstone Wealth Management
Missouri
$463K +$455K +6,751 New
VWM
567
Venturi Wealth Management
Texas
$461K -$396K -5,877 -47%
PGH
568
Partners Group Holding
Switzerland
$461K – – –
CB
569
Chemical Bank
Michigan
$458K +$4.72K +70 +1%
EWA
570
Exencial Wealth Advisors
Oklahoma
$456K – – –
P
571
Pitcairn
Pennsylvania
$455K -$809 -12 -0.2%
IAA
572
Independent Advisor Alliance
North Carolina
$453K -$26.2K -388 -6%
NFG
573
Nations Financial Group
Iowa
$453K +$135 +2 +0%
TBA
574
Tower Bridge Advisors
Pennsylvania
$450K – – –
SS
575
Simplicity Solutions
Minnesota
$450K -$206K -3,050 -32%
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