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Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
451
Reilly Financial Advisors
California
$51K – – –
GT
452
Glenmede Trust
Pennsylvania
$49K -$20.3K -199 -28%
FCB
453
First Command Bank
Texas
$49K – – –
FCFS
454
First Command Financial Services
Texas
$49K – – –
QCG
455
Quadrant Capital Group
Ohio
$48K +$39K +382 +243%
EFSCE
456
Enterprise Financial Services Corp (EFSC)
Missouri
$46K -$60.8K -595 -56%
S
457
SignatureFD
Georgia
$44K -$15.1K -148 -25%
CFD
458
Creative Financial Designs
Indiana
$42K +$5.11K +50 +14%
LWCFA
459
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$40K – – –
IA
460
IFP Advisors
Florida
$36K -$56.2K -550 -61%
SIAP
461
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$34K – – –
SIM
462
Sonora Investment Management
Arizona
$33K +$4.08K +40 +13%
LC
463
Lindbrook Capital
California
$32K +$3.06K +30 +10%
MAM
464
Meeder Asset Management
Ohio
$30K +$2.45K +24 +9%
GRP
465
Global Retirement Partners
California
$29K -$5.11K -50 -14%
TCOV
466
Trust Company of Vermont
Vermont
$29K -$919 -9 -3%
FGAM
467
Financial Gravity Asset Management
Texas
$29K – – –
SIC
468
Salem Investment Counselors
North Carolina
$29K +$5.11K +50 +20%
AAP
469
Arax Advisory Partners
Colorado
$27K +$27.8K +272 New
OIA
470
Optimum Investment Advisors
Illinois
$25K -$30.6K -300 -55%
OPS
471
Orion Portfolio Solutions
Nebraska
$25K +$26.3K +258 New
FANJ
472
Financial Architects (New Jersey)
New Jersey
$23K – – –
TL
473
TrueWealth LLC
Georgia
$22K +$2.55K +25 +13%
TWA
474
TCI Wealth Advisors
Arizona
$21K -$5.11K -50 -19%
MPWT
475
MassMutual Private Wealth & Trust
Connecticut
$21K – – –
17 18
19
20 21