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Weyerhaeuser
WY

Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
726
Industrial Alliance Investment Management
Quebec, Canada
$286K +$299K +7,550 New
GMA
727
Glassy Mountain Advisors
Maryland
$285K -$14.1K -355 -5%
FLPIM
728
F.L. Putnam Investment Management
Massachusetts
$285K – – –
WJWM
729
Williams Jones Wealth Management
New York
$285K +$298K +7,524 New
JWM
730
JGP Wealth Management
Oregon
$284K +$991 +25 +0.3%
VAS
731
Vestmark Advisory Solutions
Massachusetts
$283K -$1.71K -43 -0.6%
MME
732
Meag Munich Ergo
Germany
$282K – – –
GVAG
733
Great Valley Advisor Group
Delaware
$280K – – –
SF
734
Symphony Financial
Texas
$279K -$253K -6,390 -47%
DG
735
DMC Group
Alabama
$277K -$79.1K -1,994 -23%
TCM
736
Telos Capital Management
California
$277K -$3.96K -100 -1%
AG
737
AIA Group
Hong Kong
$277K +$119K +3,013 +70%
JFGIW
738
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$276K +$2.38K +60 +0.8%
WTC
739
WhitTier Trust Company
Nevada
$275K – – –
WFS
740
Widmann Financial Services
Maryland
$275K +$15.1K +381 +6%
CAN
741
Claraphi Advisory Network
United States
$273K +$285K +7,190 New
WSFS
742
Wilmington Savings Fund Society
Delaware
$273K +$286K +7,213 New
PA
743
Parallel Advisors
California
$271K -$118K -2,975 -30%
NP
744
Ninepoint Partners
Ontario, Canada
$266K -$32.4K -816 -10%
HCMG
745
Howard Capital Management Group
California
$265K – – –
SSB
746
Sandy Spring Bank
Maryland
$264K -$17.8K -450 -6%
TTWM
747
TCV Trust & Wealth Management
Virginia
$263K -$35.7K -900 -11%
RSWM
748
Robertson Stephens Wealth Management
California
$263K -$22.6K -570 -8%
SAM
749
SignalPoint Asset Management
Missouri
$261K – – –
CIAS
750
Capital Investment Advisory Services
North Carolina
$261K +$47.6K +1,200 +21%
28 29
30
31 32