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Name Holding Trade Value Shares
Change 		Change in
Stake
HBS
801
Howard Bailey Securities
Indiana
$413K +$356K +5,158 New
FPAS
802
Focus Partners Advisor Solutions
Missouri
$411K +$8.63K +125 +2%
CAAS
803
Capital Asset Advisory Services
Michigan
$411K +$29.2K +423 +9%
WT
804
Whittier Trust
California
$405K +$48.6K +704 +16%
OS
805
Objectivity Squared
South Carolina
$404K +$20.6K +298 +6%
IIA
806
IPG Investment Advisors
California
$402K -$5.66M -81,960 -94%
WP
807
Westmount Partners
California
$402K -$5.53K -80 -2%
JWM
808
JGP Wealth Management
Oregon
$401K +$15.1K +219 +5%
FF
809
Farnam Financial
Arizona
$401K +$345K +5,000 New
PCM
810
PAR Capital Management
Massachusetts
$401K +$345K +5,000 New
CNWM
811
Clay Northam Wealth Management
California
$400K -$760 -11 -0.2%
JCM
812
Jacobi Capital Management
Pennsylvania
$399K +$344K +4,977 New
RFN
813
Redwood Financial Network
Ohio
$399K -$8.29K -120 -2%
ECU
814
Eisler Capital (UK)
United Kingdom
$398K +$343K +4,971 New
SMA
815
Seven Mile Advisory
New Jersey
$397K +$36.6K +530 +12%
OWP
816
Obermeyer Wealth Partners
Colorado
$395K +$13.8K +200 +4%
CGL
817
Clarius Group LLC
Washington
$395K -$34.1K -494 -9%
FCAS
818
First Command Advisory Services
Texas
$394K – – –
SHGA
819
Sand Hill Global Advisors
California
$394K +$13.1K +189 +4%
PTP
820
Platform Technology Partners
New York
$393K +$63.3K +916 +23%
HCM
821
Howland Capital Management
Massachusetts
$389K – – –
EAM
822
Evanson Asset Management
California
$387K – – –
MIM
823
Montgomery Investment Management
Maryland
$385K – – –
CCA
824
Checchi Capital Advisers
California
$383K +$35.4K +513 +12%
NFG
825
Nations Financial Group
Iowa
$381K +$14.4K +209 +5%
31 32
33
34 35