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Name Holding Trade Value Shares
Change 		Change in
Stake
DC
826
Davenport & Co
Virginia
$235K -$18.8K -145 -7%
PCM
827
Prelude Capital Management
New York
$235K +$240K +1,850 New
BTWM
828
Baker Tilly Wealth Management
Wisconsin
$233K -$133K -1,026 -36%
CIA
829
Choate Investment Advisors
Massachusetts
$233K +$53.8K +415 +29%
FCM
830
Fourpath Capital Management
Oklahoma
$232K +$56K +432 +31%
DWM
831
Dorchester Wealth Management
Quebec, Canada
$230K -$331K -2,550 -58%
IIA
832
IPG Investment Advisors
California
$228K -$51.5K -397 -18%
GKWIM
833
Gerber Kawasaki Wealth & Investment Management
California
$228K -$22.6K -174 -9%
PWMAG
834
Pinnacle Wealth Management Advisory Group
New Jersey
$227K +$7.65K +59 +3%
PRI
835
Prepared Retirement Institute
Pennsylvania
$226K – – –
WPP
836
Whalerock Point Partners
Rhode Island
$226K +$4.28K +33 +2%
SAS
837
Stelac Advisory Services
New York
$226K – – –
BSTWA
838
Blake Schutter Theil Wealth Advisors
Ohio
$226K +$231K +1,780 New
MFG
839
MidWestOne Financial Group
Iowa
$225K -$1.04K -8 -0.4%
GRP
840
Global Retirement Partners
California
$225K -$23.7K -183 -9%
GAM
841
Gemmer Asset Management
California
$225K -$13.9K -107 -6%
FCG
842
Fielder Capital Group
Tennessee
$223K +$6.74K +52 +3%
NF
843
Nvest Financial
New Hampshire
$220K +$38.8K +299 +21%
OCM
844
Osterweis Capital Management
California
$217K – – –
CA
845
Clearstead Advisors
Ohio
$216K -$32.2K -248 -13%
DWT
846
Dorsey & Whitney Trust
South Dakota
$216K +$2.33K +18 +1%
NCM
847
NCM Capital Management
New Jersey
$216K -$13K -100 -6%
FFO
848
Fiduciary Family Office
Florida
$216K – – –
MTIM
849
Marathon Trading Investment Management
Pennsylvania
$216K +$220K +1,700 New
CI
850
CX Institutional
Indiana
$213K +$31.8K +245 +17%
32 33
34
35 36