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Name Holding Trade Value Shares
Change 		Change in
Stake
AIS
626
American Investment Services
Massachusetts
$276K – – –
MIS
627
Morningstar Investment Services
Illinois
$273K -$5.84K -39 -2%
CWS
628
Confluence Wealth Services
Pennsylvania
$271K -$54.5K -364 -17%
CT
629
Colonial Trust
South Carolina
$270K +$34.3K +229 +15%
WPC
630
Wedmont Private Capital
Pennsylvania
$269K +$4.19K +28 +2%
OL
631
Optas LLC
Texas
$268K +$10.6K +71 +4%
EB
632
Eastern Bank
Massachusetts
$268K +$266K +1,775 New
AG
633
Ascent Group
Virginia
$265K -$1.33M -8,897 -84%
PWP
634
Phillips Wealth Planners
Mississippi
$265K -$3.59K -24 -1%
PG
635
Patten Group
Tennessee
$262K +$25.2K +168 +11%
BTI
636
Blue Trust Inc
Georgia
$261K +$155K +1,034 +148%
VVP
637
Venture Visionary Partners
Ohio
$260K -$27.4K -183 -10%
TC
638
TownSquare Capital
Utah
$259K -$898 -6 -0.3%
CIAS
639
Capital Investment Advisory Services
North Carolina
$258K +$150 +1 +0.1%
FL
640
Fort LP
Maryland
$255K -$13.3K -89 -5%
WC
641
Woodstock Corp
Massachusetts
$255K – – –
NHC
642
Nicholas Hoffman & Company
Georgia
$253K +$29.2K +195 +13%
QIM
643
Quantitative Investment Management
Virginia
$253K -$693K -4,631 -73%
LC
644
Lindbrook Capital
California
$251K +$154K +1,026 +161%
PCM
645
Pointe Capital Management
Michigan
$251K – – –
SWA
646
Sax Wealth Advisors
New Jersey
$250K +$1.5K +10 +0.6%
BOH
647
Bank of Hawaii
Hawaii
$250K -$61.4K -410 -20%
UAG
648
United Advisor Group
Ohio
$250K +$247K +1,653 New
GCP
649
GSA Capital Partners
United Kingdom
$249K -$352K -2,350 -59%
TSS
650
Two Sigma Securities
New York
$249K -$22.9K -153 -9%
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