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TEL

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
676
Prospera Financial Services
Texas
$232K -$2.79M -20,902 -92%
GPA
677
Guerra Pan Advisors
New Jersey
$232K – – –
PCS
678
Personal CFO Solutions
New Jersey
$232K +$251K +1,874 New
DPIM
679
Duff & Phelps Investment Management
Illinois
$231K +$250K +1,867 New
CT
680
Cambridge Trust
Massachusetts
$229K – – –
AAS
681
Avantax Advisory Services
Texas
$226K +$668 +5 +0.3%
SIM
682
Sentry Investment Management
Wisconsin
$225K -$37.4K -280 -13%
FL
683
Fort LP
Maryland
$221K +$240K +1,792 New
JCM
684
Jacobi Capital Management
Pennsylvania
$219K -$936 -7 -0.4%
CFAM
685
Coury Firm Asset Management
Pennsylvania
$218K +$236K +1,768 New
FAFN
686
First Affirmative Financial Network
Colorado
$218K +$40.8K +305 +21%
PCM
687
Penserra Capital Management
California
$217K -$38K -284 -14%
CCA
688
Cobblestone Capital Advisors
New York
$216K -$3.21K -24 -1%
MC
689
Maverick Capital
Texas
$216K +$234K +1,748 New
PWMG
690
Provence Wealth Management Group
California
$216K +$233K +1,745 New
TLP
691
Tri Locum Partners
New York
$214K +$232K +1,732 New
DWT
692
Dorsey & Whitney Trust
South Dakota
$213K -$95.3K -713 -29%
JHCP
693
Jackson Hole Capital Partners
Oklahoma
$212K – – –
OL
694
Optas LLC
Texas
$211K -$5.35K -40 -2%
CIAS
695
Capital Investment Advisory Services
North Carolina
$211K +$1.07K +8 +0.5%
MC
696
Moors & Cabot
Massachusetts
$211K -$16.7K -125 -7%
TIMH
697
Tilt Investment Management Holdings
New York
$210K – – –
WKWM
698
Walter & Keenan Wealth Management
Indiana
$210K – – –
WPC
699
Wedmont Private Capital
Pennsylvania
$209K +$3.48K +26 +2%
WC
700
Woodstock Corp
Massachusetts
$209K – – –
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