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Name Holding Trade Value Shares
Change 		Change in
Stake
CIP
1901
Capital Insight Partners
Arizona
$2.91M +$1.91M +44,300 +176%
PD
1902
Planning Directions
Pennsylvania
$2.91M +$2.98M +69,324 New
AAM
1903
Ascension Asset Management
New York
$2.9M -$448K -10,400 -13%
MOS
1904
MGO One Seven
Ohio
$2.9M -$301K -6,988 -9%
CWA
1905
Clarus Wealth Advisors
Arizona
$2.9M -$83.2K -1,932 -3%
PFSC
1906
Peoples Financial Services Corp
Pennsylvania
$2.9M -$25.8K -600 -0.9%
NCM
1907
New Capital Management
Texas
$2.89M -$755K -17,536 -20%
GFP
1908
Gryphon Financial Partners
Ohio
$2.89M -$77.1K -1,792 -3%
NWS
1909
Newport Wealth Strategies
California
$2.89M +$179K +4,148 +6%
SMFS
1910
Squar Milner Financial Services
California
$2.88M +$80.6K +1,872 +3%
SCG
1911
Sonata Capital Group
Washington
$2.88M -$32K -744 -1%
ACM
1912
Ativo Capital Management
Illinois
$2.88M +$10.3K +240 +0.4%
NB
1913
Northwest Bancshares
Pennsylvania
$2.87M +$132K +3,076 +5%
LCM
1914
Lee Capital Management
New York
$2.87M -$151K -3,496 -5%
NFC
1915
Northeast Financial Consultants
Connecticut
$2.85M -$198K -4,600 -6%
FPA
1916
First Pacific Advisors
California
$2.85M +$568K +13,200 +24%
PL
1917
Plancorp LLC
Missouri
$2.85M -$211K -4,892 -7%
PI
1918
Parkside Investments
Illinois
$2.84M -$1.44M -33,480 -33%
PAG
1919
Pinnacle Advisory Group
Maryland
$2.83M -$76.3K -1,772 -3%
MWM
1920
Modera Wealth Management
New Jersey
$2.83M +$16.7K +388 +0.6%
SC
1921
Searle & Co
Connecticut
$2.82M – – –
TCM
1922
Teza Capital Management
Illinois
$2.82M +$2.89M +67,140 New
OIM
1923
Orca Investment Management
Oregon
$2.81M -$1.12M -25,980 -28%
ICM
1924
IMS Capital Management
Oregon
$2.81M – – –
BEAM
1925
Baker Ellis Asset Management
Washington
$2.8M +$21.4K +496 +0.7%
75 76
77
78 79