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Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
626
Sentry Investment Management
Wisconsin
$243K – – –
S
627
SimplyRich
California
$242K – – –
FNBOO
628
First National Bank of Omaha
Nebraska
$242K +$273K +2,195 New
EFS
629
Essex Financial Services
Connecticut
$241K -$39.3K -316 -13%
VVP
630
Venture Visionary Partners
Ohio
$241K +$1.25K +10 +0.5%
VFA
631
Voya Financial Advisors
Connecticut
$240K +$21.5K +173 +9%
IWM
632
IHT Wealth Management
Illinois
$237K +$268K +2,151 New
NHC
633
Nicholas Hoffman & Company
Georgia
$234K – – –
SA
634
Syntax Advisors
New York
$234K +$5.72K +46 +2%
VCG
635
Vantage Consulting Group
Virginia
$234K +$5.72K +46 +2%
SAM
636
Sompo Asset Management
Japan
$232K +$263K +2,110 New
RMAM
637
Raab & Moskowitz Asset Management
New Jersey
$231K – – –
PCA
638
Personal Capital Advisors
California
$230K +$3.98K +32 +2%
CWP
639
CFM Wealth Partners
Texas
$229K – – –
TCOV
640
Trust Company of Vermont
Vermont
$228K -$124 -1 -0%
PG
641
Pendal Group
Australia
$224K -$15.2K -122 -6%
DAS
642
Dynamic Advisor Solutions
Arizona
$224K -$5.85K -47 -2%
WTA
643
Washington Trust Advisors
Massachusetts
$224K +$20.7K +166 +9%
ZCA
644
Zeke Capital Advisors
Pennsylvania
$220K +$5.48K +44 +2%
GIA
645
Gateway Investment Advisers
Ohio
$218K -$214K -1,722 -47%
HH
646
Hilltop Holdings
Texas
$218K +$17.3K +139 +8%
LWCFA
647
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$217K – – –
CT
648
Cambridge Trust
Massachusetts
$215K -$12.3K -99 -5%
GPA
649
Guerra Pan Advisors
New Jersey
$215K – – –
ETIA
650
Epic Trust Investment Advisors
Washington
$214K +$21.3K +171 +10%
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