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Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
701
Foundations Investment Advisors
Arizona
$202K +$201K +1,340 New
JFG
702
Jefferies Financial Group
New York
$202K -$25.5K -170 -11%
MWP
703
Meridian Wealth Partners
Pennsylvania
$201K -$4.79K -32 -2%
TFA
704
Transamerica Financial Advisors
Florida
$201K +$51.1K +341 +35%
JFGIW
705
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$200K +$29.9K +200 +18%
NECFA
706
New England Capital Financial Advisors
Connecticut
$188K – – –
SOW
707
State of Wyoming
Wyoming
$185K -$4.64K -31 -2%
AWM
708
AllSquare Wealth Management
New York
$180K -$48.8K -326 -21%
AF
709
Allworth Financial
California
$171K -$19.3K -129 -10%
SS
710
Sunbelt Securities
Texas
$162K +$150 +1 +0.1%
HT
711
Headlands Technologies
Illinois
$153K +$58.1K +388 +62%
AA
712
Alta Advisers
United Kingdom
$151K – – –
PAM
713
Paradigm Asset Management
New York
$151K – – –
TC
714
Truvestments Capital
Florida
$145K +$144K +963 New
GIA
715
GHP Investment Advisors
Colorado
$145K +$5.84K +39 +4%
WT
716
Washington Trust
Rhode Island
$145K -$2.23M -14,917 -94%
CH
717
Cromwell Holdings
Wyoming
$142K – – –
FCAS
718
First Command Advisory Services
Texas
$140K – – –
FRA
719
Front Row Advisors
California
$140K +$138K +924 New
CFM
720
Catalyst Funds Management
Australia
$136K +$44.9K +300 +50%
WT
721
Whittier Trust
California
$135K -$1.31M -8,735 -91%
AIM
722
Acropolis Investment Management
Missouri
$132K -$26.2K -175 -17%
WBC
723
Westpac Banking Corp
Australia
$130K -$15.6K -104 -11%
AGWCA
724
Annis Gardner Whiting Capital Advisors
Florida
$130K -$1.2K -8 -0.9%
OAM
725
Ostrum Asset Management
France
$126K +$1.65K +11 +1%
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29
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