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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1401
Perennial Advisors
New York
$25.5M +$1.65M +9,467 +8%
SLWA
1402
San Luis Wealth Advisors
California
$25.4M +$3.5M +20,077 +18%
FWTB
1403
First Western Trust Bank
Colorado
$25.4M -$933K -5,356 -4%
CCM
1404
Chickasaw Capital Management
Tennessee
$25.3M -$164K -940 -0.7%
RCG
1405
Regatta Capital Group
California
$25.3M -$704K -4,042 -3%
IP
1406
Ignite Planners
California
$25.3M +$34.5K +198 +0.1%
IF
1407
Intrua Financial
Texas
$25.2M +$847K +4,861 +4%
ERWM
1408
Elk River Wealth Management
Colorado
$25.2M -$319K -1,831 -1%
CC
1409
Centiva Capital
New York
$25.2M +$16.4M +93,918 +261%
AIMC
1410
Alley Investment Management Company
Illinois
$25.2M -$125K -717 -0.5%
GAM
1411
Guinness Asset Management
United Kingdom
$25.2M +$1.5M +8,590 +7%
CP
1412
Cumberland Partners
Ontario, Canada
$25.1M +$282K +1,618 +1%
PWW
1413
Pettyjohn Wood & White
Virginia
$25.1M +$106K +608 +0.5%
DBT
1414
Dubuque Bank & Trust
Iowa
$25M -$1.07M -6,118 -5%
SP
1415
Symmetry Partners
Connecticut
$25M -$827K -4,745 -4%
CNBTD
1416
Citizens National Bank Trust Department
Mississippi
$25M -$293K -1,684 -1%
PAM
1417
Peak Asset Management
Colorado
$24.9M -$881K -5,058 -4%
CA
1418
Cornerstone Advisory
Maryland
$24.9M -$1.73M -9,943 -7%
PL
1419
Parthenon LLC
Kentucky
$24.9M +$8.71K +50 +0%
LBA
1420
Lowell Blake & Associates
Massachusetts
$24.9M -$2.05M -11,766 -8%
RIA
1421
RPG Investment Advisory
California
$24.8M -$669K -3,840 -3%
SMH
1422
Sanders Morris Harris
Texas
$24.8M +$11.7M +66,884 +109%
MCC
1423
Money Concepts Capital
Florida
$24.8M -$2.83M -16,259 -11%
SACTSONJ
1424
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$24.8M -$1.05M -6,000 -4%
CFGS
1425
Concourse Financial Group Securities
Alabama
$24.7M -$1.31M -7,510 -5%
55 56
57
58 59