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Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
276
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$41K – – –
TA
277
TFG Advisers
Michigan
$38K +$37.7K +270 New
TPWA
278
TRUE Private Wealth Advisors
Oregon
$38K +$38.3K +274 New
CYG
279
Clean Yield Group
Vermont
$37K – – –
TSW
280
Thompson Siegel & Walmsley
Virginia
$37K – – –
MIFH
281
Migdal Insurance & Financial Holdings
Israel
$35K -$19.6K -140 -36%
BWA
282
Burt Wealth Advisors
Maryland
$35K – – –
EWP
283
Engrave Wealth Partners
Texas
$35K +$34.9K +250 New
FP
284
Financial Perspectives
Minnesota
$34.5K +$34.2K +245 New
ACM
285
Allred Capital Management
Texas
$32.9K +$32.7K +234 New
AIP
286
Ameritas Investment Partners
Nebraska
$31K – – –
EDRH
287
Edmond de Rothschild Holding
Switzerland
$31K – – –
AF
288
Advisornet Financial
Minnesota
$29K -$5.17K -37 -15%
WCM
289
Wealthcare Capital Management
Virginia
$29K +$13.3K +95 +86%
PGAM
290
Princeton Global Asset Management
New Jersey
$29K +$28.9K +207 New
DOA
291
D'Orazio & Associates
Virginia
$28K – – –
PFBT
292
Parkside Financial Bank & Trust
Missouri
$28K – – –
CCA
293
Column Capital Advisors
Indiana
$28K +$28.1K +201 New
JWA
294
JFS Wealth Advisors
Pennsylvania
$26K -$1.4K -10 -5%
CCM
295
Cribstone Capital Management
Maine
$25K -$32.1K -230 -56%
CT
296
Caldwell Trust
Florida
$24.6K +$24.4K +175 New
SBL
297
Sargent Bickham Lagudis
Colorado
$23K – – –
RFA
298
Reilly Financial Advisors
California
$22K – – –
TT
299
TI-Trust
Illinois
$22K +$22.4K +160 New
SF
300
Synovus Financial
Georgia
$20K -$2.1K -15 -9%
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