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Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
501
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13.3K – – –
HWP
502
Highline Wealth Partners
California
$12.9K – – –
C
503
Covestor
United Kingdom
$12K -$12.5K -174 -52%
SIC
504
Salem Investment Counselors
North Carolina
$12K – – –
QC
505
Quent Capital
New York
$11.9K -$11.9K -165 -51%
TIM
506
Tortoise Investment Management
New York
$11.7K – – –
BWA
507
BDO Wealth Advisors
Florida
$11.6K – – –
FFA
508
Fairfield Financial Advisors
Massachusetts
$11.5K -$4.68K -65 -29%
CCA
509
Column Capital Advisors
Indiana
$11.2K – – –
WWP
510
WR Wealth Planners
Missouri
$10.9K +$7.93K +110 +289%
CCA
511
Catalyst Capital Advisors
New York
$10.9K -$3.24K -45 -23%
VCM
512
Versant Capital Management
Arizona
$10.7K -$2.38K -33 -19%
GI
513
Gradient Investments
Minnesota
$9.97K -$14.4K -200 -60%
SSB
514
Sandy Spring Bank
Maryland
$9.45K – – –
WT
515
Whittier Trust
California
$9.23K -$288 -4 -3%
CYG
516
Clean Yield Group
Vermont
$8.49K – – –
BF
517
BOK Financial
Oklahoma
$8.49K +$8.29K +115 New
WIM
518
Westside Investment Management
California
$8.42K -$3.6K -50 -30%
JWA
519
JFS Wealth Advisors
Pennsylvania
$8.42K +$144 +2 +2%
AF
520
Advisornet Financial
Minnesota
$8.34K +$360 +5 +5%
BFEC
521
Benjamin F. Edwards & Company
Missouri
$8K – – –
CSB
522
City State Bank
Iowa
$8K – – –
FP
523
Financial Perspectives
Minnesota
$7.97K – – –
PTC
524
Private Trust Company
Ohio
$7.9K – – –
HCM
525
Hollencrest Capital Management
California
$7.75K – – –
19 20
21
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