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Name Holding Trade Value Shares
Change 		Change in
Stake
VAG
1151
VisionPoint Advisory Group
Texas
$467K +$224K +3,440 +76%
CWA
1152
Clarity Wealth Advisors
California
$464K +$7.81K +120 +2%
PI
1153
PFG Investments
New York
$460K -$23.2K -357 -4%
RPC
1154
Rossmore Private Capital
Connecticut
$459K -$172K -2,645 -25%
PTP
1155
Platform Technology Partners
New York
$457K +$27.2K +417 +6%
CAM
1156
Columbia Asset Management
Michigan
$456K -$29K -445 -5%
UM
1157
UniSuper Management
Australia
$456K – – –
DWT
1158
Dorsey & Whitney Trust
South Dakota
$456K -$204K -3,135 -29%
NP
1159
Nilsine Partners
Colorado
$453K +$147K +2,265 +41%
CCI
1160
Credit Capital Investments
New Jersey
$452K +$80K +1,228 +19%
HSA
1161
HBK Sorce Advisory
Pennsylvania
$450K +$27.5K +423 +6%
CI
1162
Conning Inc
Connecticut
$449K +$11.1K +170 +2%
HTC
1163
Haverford Trust Company
Pennsylvania
$447K +$12.2K +187 +3%
IAS
1164
IMA Advisory Services
Colorado
$447K -$7.94K -122 -2%
FFM
1165
Forum Financial Management
Illinois
$445K +$62.4K +959 +14%
CGL
1166
Clarius Group LLC
Washington
$445K +$52.2K +802 +12%
CP
1167
Castleview Partners
Texas
$444K +$46.7K +717 +10%
MMG
1168
Monetary Management Group
Missouri
$444K -$58.6K -900 -11%
BSW
1169
Buckingham Strategic Wealth
Missouri
$444K +$62.8K +964 +15%
LAM
1170
Lingohr Asset Management
Germany
$442K – – –
IIM
1171
INTECH Investment Management
Florida
$441K -$958K -14,712 -66%
JCM
1172
Jacobi Capital Management
Pennsylvania
$441K -$72.8K -1,118 -13%
VWA
1173
V Wealth Advisors
Kansas
$441K -$396K -6,083 -45%
CASB
1174
Cape Ann Savings Bank
Massachusetts
$440K +$5.14K +79 +1%
PIA
1175
Perennial Investment Advisors
California
$440K +$19.2K +295 +4%
45 46
47
48 49