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VRSN

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
451
SOA Wealth Advisors
New York
$50K +$393 +2 +0.8%
PCM
452
Penserra Capital Management
California
$50K +$7.86K +40 +19%
WT
453
Whittier Trust
California
$48K – – –
CIA
454
CSat Investment Advisory
Michigan
$46K +$19.8K +101 +77%
HI
455
Harbour Investments
Wisconsin
$46K +$45.4K +231 New
APA
456
American Portfolios Advisors
New York
$43.1K – – –
SOW
457
State of Wyoming
Wyoming
$43K +$42.8K +218 New
VCM
458
Versant Capital Management
Arizona
$42K -$1.57K -8 -4%
PWM
459
Prentice Wealth Management
New York
$42K +$41.3K +210 New
OSAM
460
O'Shaughnessy Asset Management
Connecticut
$40K -$1.38K -7 -3%
APP
461
Alpha Paradigm Partners
Illinois
$40K +$39.3K +200 New
IA
462
IFP Advisors
Florida
$39K +$1.18K +6 +3%
TWA
463
TCI Wealth Advisors
Arizona
$36K – – –
FFA
464
Founders Financial Alliance
North Carolina
$36K +$32.4K +165 New
SFS
465
Sowell Financial Services
Arkansas
$34K -$18.1K -92 -38%
CI
466
CX Institutional
Indiana
$32K +$6.29K +32 +25%
ZB
467
Zions Bancorporation
Utah
$31K +$982 +5 +3%
CA
468
Clearstead Advisors
Ohio
$30K – – –
EP
469
Eudaimonia Partners
Tennessee
$30K – – –
VFA
470
Valeo Financial Advisors
Indiana
$29K – – –
AL
471
ADE LLC
Maryland
$28K – – –
CDIA
472
Capital Directions Investment Advisors
Georgia
$27K – – –
CFA
473
Carroll Financial Associates
North Carolina
$27K +$1.77K +9 +7%
WPA
474
West Paces Advisors
Georgia
$26.6K – – –
PFBT
475
Parkside Financial Bank & Trust
Missouri
$23K -$2.36K -12 -9%
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19
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