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Name Holding Trade Value Shares
Change 		Change in
Stake
ED
551
Exane Derivatives
France
$661K +$635K +8,973 New
CAN
552
Cetera Advisor Networks
California
$660K -$6.09K -86 -1%
II
553
Inspire Investing
Idaho
$654K +$36.4K +514 +6%
TBA
554
Tower Bridge Advisors
Pennsylvania
$650K +$190K +2,680 +41%
IWM
555
IHT Wealth Management
Illinois
$640K +$256K +3,623 +72%
BOTW
556
Bank of the West
California
$637K +$54K +763 +10%
TU
557
TDAM USA
Ontario, Canada
$634K -$849 -12 -0.1%
IFAM
558
Institutional & Family Asset Management
Colorado
$628K +$275K +3,880 +83%
AIL
559
AGF Investments LLC
Ontario, Canada
$613K +$129K +1,820 +28%
BRWA
560
B. Riley Wealth Advisors
Florida
$610K +$18.7K +264 +3%
MMG
561
Monetary Management Group
Missouri
$597K +$573K +8,095 New
NRS
562
Neville Rodie & Shaw
New York
$590K – – –
WIA
563
Westbourne Investment Advisors
Maryland
$590K – – –
SCA
564
Strategic Capital Advisers
Colorado
$587K -$65.7K -929 -10%
FMII
565
Farmers & Merchants Investments Inc
Nebraska
$587K – – –
WT
566
Whittier Trust
California
$585K – – –
MAM
567
Mark Asset Management
New York
$581K – – –
GPA
568
Garrison Point Advisors
California
$577K – – –
VFA
569
Voya Financial Advisors
Connecticut
$575K +$19.2K +271 +4%
EWA
570
Exencial Wealth Advisors
Oklahoma
$572K +$80.2K +1,133 +17%
ACP
571
Aveo Capital Partners
Colorado
$563K -$3.47K -49 -0.6%
WJWM
572
Williams Jones Wealth Management
New York
$558K +$536K +7,576 New
CAM
573
Carret Asset Management
New York
$553K -$14.5K -205 -3%
IAA
574
Independent Advisor Alliance
North Carolina
$552K +$63.5K +897 +14%
NFG
575
Nations Financial Group
Iowa
$552K +$93.8K +1,326 +20%
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