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Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
1651
Intercontinental Wealth Advisors
Texas
$19.3M +$3.93M +22,545 +29%
SCM
1652
SOL Capital Management
Maryland
$19.3M +$1.44M +8,250 +9%
MFA
1653
Mayflower Financial Advisors
Massachusetts
$19.3M -$541K -3,106 -3%
RWP
1654
Ridgecrest Wealth Partners
California
$19.3M -$175K -1,005 -1%
HPIA
1655
Hamilton Point Investment Advisors
North Carolina
$19.3M -$1.98M -11,341 -10%
TS
1656
Tamar Securities
California
$19.3M -$887K -5,091 -5%
SGC
1657
Slocum, Gordon & Co
Rhode Island
$19.2M +$1.73M +9,936 New
MWM
1658
Merriman Wealth Management
Washington
$19.2M -$6.8K -39 -0%
SS
1659
Sunbelt Securities
Texas
$19.2M +$176K +1,010 +1%
CCMW
1660
Cypress Capital Management (Wyoming)
Wyoming
$19.2M -$74.9K -430 -0.4%
LCGC
1661
Legacy Capital Group California
California
$19.2M +$992K +5,693 +6%
DDPIC
1662
Deroy & Devereaux Private Investment Counsel
Michigan
$19.2M +$2.47M +14,197 +17%
W
1663
WealthOne
New York
$19.2M +$840K +4,821 +5%
WMC
1664
Westwood Management Corporation
Illinois
$19.2M +$11.3M +64,790 +190%
LJAC
1665
L.J. Altfest & Co
New York
$19.2M +$7.08M +40,631 +70%
BB
1666
Berkshire Bank
Massachusetts
$19.1M -$278K -1,593 -2%
RWM
1667
Rench Wealth Management
Texas
$19.1M -$153K -879 -0.9%
RRCM
1668
Rappaport Reiches Capital Management
Illinois
$19.1M -$1.52M -8,750 -8%
MGWM
1669
Marks Group Wealth Management
Minnesota
$19M +$4.74M +27,230 +38%
PG
1670
Patten Group
Tennessee
$19M -$473K -2,713 -3%
OIA
1671
Optimum Investment Advisors
Illinois
$19M +$73.2K +420 +0.4%
NCM
1672
Nelson Capital Management
California
$19M -$578K -3,319 -3%
EML
1673
Eos Management LP
New York
$19M – – –
TFA
1674
Toth Financial Advisory
Virginia
$19M -$580K -3,326 -3%
FWM
1675
Focused Wealth Management
New York
$19M -$286K -1,639 -2%
65 66
67
68 69