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XRX

Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
276
Annapolis Financial Services
Maryland
$1.16K – – –
CWC
277
Carolinas Wealth Consulting
North Carolina
$1.05K – – –
VWM
278
Venturi Wealth Management
Texas
$1.02K +$1.07K +66 New
FSWA
279
Financial Synergies Wealth Advisors
Texas
$986 – – –
NIC
280
Northwest Investment Counselors
Oregon
$865 +$905 +56 New
AF
281
Advisornet Financial
Minnesota
$847 +$81 +5 +10%
FMII
282
Farmers & Merchants Investments Inc
Nebraska
$816 – – –
MWM
283
Mascoma Wealth Management
New Hampshire
$784 – – –
LFA
284
Level Financial Advisors
New York
$770 – – –
UB
285
UMB Bank
Missouri
$770 – – –
WB
286
Webster Bank
Connecticut
$755 – – –
DI
287
Disciplined Investments
Oklahoma
$708 +$81 +5 +12%
SSC
288
Syverson Strege & Co
Iowa
$693 – – –
IRAG
289
Investment Research & Advisory Group
Georgia
$657 – – –
AAP
290
Arax Advisory Partners
Colorado
$570 – – –
BBHC
291
Brown Brothers Harriman & Co
New York
$570 +$598 +37 New
MPWT
292
MassMutual Private Wealth & Trust
Connecticut
$554 – – –
RWM
293
Raffa Wealth Management
District of Columbia
$493 – – –
OC
294
Oakworth Capital
Alabama
$385 – – –
WT
295
Whittier Trust
California
$215 – – –
CSWM
296
Cassady Schiller Wealth Management
Ohio
$176 +$178 +11 New
TWP
297
TFO Wealth Partners
Ohio
$169 +$145 +9 +450%
GWS
298
Glassman Wealth Services
Virginia
$123 +$129 +8 New
IWP
299
IAG Wealth Partners
Wisconsin
$77 +$81 +5 New
PCFFS
300
Pacific Center for Financial Services
California
$62 +$65 +4 New
10 11
12
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