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Name Holding Trade Value Shares
Change 		Change in
Stake
WT
651
Whittier Trust
California
$313K +$13K +200 +4%
SCM
652
Stevens Capital Management
Pennsylvania
$313K +$365K +5,631 New
NCM
653
Next Capital Management
New York
$312K +$843 +13 +0.2%
CL
654
CPWM LLC
Washington
$310K +$3.5K +54 +1%
LNC
655
Lincoln National Corp
Pennsylvania
$308K -$7.52K -116 -2%
S
656
SignatureFD
Georgia
$305K +$66.7K +1,028 +23%
MG
657
Mather Group
Illinois
$304K +$142K +2,196 +67%
RI
658
Rinkey Investments
California
$302K +$4.54K +70 +1%
RJT
659
Raymond James Trust
Florida
$302K +$6.94K +107 +2%
FPAS
660
Focus Partners Advisor Solutions
Missouri
$301K +$11.9K +184 +4%
NF
661
NTB Financial
Colorado
$292K – – –
SA
662
Syntax Advisors
New York
$292K +$21.6K +333 +7%
VCG
663
Vantage Consulting Group
Virginia
$292K +$21.6K +333 +7%
CT
664
Clearstead Trust
Maine
$291K +$9.72K +150 +3%
SRC
665
Stone Run Capital
New York
$289K – – –
KCM
666
KRS Capital Management
Michigan
$287K +$51.9K +800 +18%
OCM
667
One Capital Management
California
$284K +$8.56K +132 +3%
PMG
668
ProVise Management Group
Florida
$284K +$20.4K +314 +7%
KPWS
669
Kestra Private Wealth Services
Texas
$283K -$1.43K -22 -0.4%
SS
670
Simplicity Solutions
Minnesota
$283K +$17.1K +263 +5%
VWA
671
Visionary Wealth Advisors
Illinois
$283K +$64.4K +993 +24%
MCM
672
Marathon Capital Management
Maryland
$283K +$331K +5,100 New
SAM
673
Strategy Asset Managers
California
$279K -$17.6K -272 -5%
NAG
674
Northstar Advisory Group
New Jersey
$278K +$126K +1,942 +63%
GCM
675
Glaxis Capital Management
Florida
$278K +$324K +5,000 New
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