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Name Holding Trade Value Shares
Change 		Change in
Stake
FPAS
801
Focus Partners Advisor Solutions
Missouri
$411K +$8.63K +125 +2%
CAAS
802
Capital Asset Advisory Services
Michigan
$411K +$29.2K +423 +9%
WT
803
Whittier Trust
California
$405K +$48.6K +704 +16%
OS
804
Objectivity Squared
South Carolina
$404K +$20.6K +298 +6%
IIA
805
IPG Investment Advisors
California
$402K -$5.66M -81,960 -94%
WP
806
Westmount Partners
California
$402K -$5.53K -80 -2%
JWM
807
JGP Wealth Management
Oregon
$401K +$15.1K +219 +5%
FF
808
Farnam Financial
Arizona
$401K +$345K +5,000 New
PCM
809
PAR Capital Management
Massachusetts
$401K +$345K +5,000 New
CNWM
810
Clay Northam Wealth Management
California
$400K -$760 -11 -0.2%
JCM
811
Jacobi Capital Management
Pennsylvania
$399K +$344K +4,977 New
RFN
812
Redwood Financial Network
Ohio
$399K -$8.29K -120 -2%
ECU
813
Eisler Capital (UK)
United Kingdom
$398K +$343K +4,971 New
SMA
814
Seven Mile Advisory
New Jersey
$397K +$36.6K +530 +12%
OWP
815
Obermeyer Wealth Partners
Colorado
$395K +$13.8K +200 +4%
CGL
816
Clarius Group LLC
Washington
$395K -$34.1K -494 -9%
FCAS
817
First Command Advisory Services
Texas
$394K – – –
SHGA
818
Sand Hill Global Advisors
California
$394K +$13.1K +189 +4%
PTP
819
Platform Technology Partners
New York
$393K +$63.3K +916 +23%
HCM
820
Howland Capital Management
Massachusetts
$389K – – –
EAM
821
Evanson Asset Management
California
$387K – – –
MIM
822
Montgomery Investment Management
Maryland
$385K – – –
CCA
823
Checchi Capital Advisers
California
$383K +$35.4K +513 +12%
NFG
824
Nations Financial Group
Iowa
$381K +$14.4K +209 +5%
BCA
825
Bay Colony Advisors
Massachusetts
$380K -$21.8K -315 -6%
31 32
33
34 35