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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
951
Alta Advisers
United Kingdom
$237K -$74.7K -600 -26%
IWAO
952
Independence Wealth Advisors (Ohio)
Ohio
$236K +$217K +1,739 New
DWM
953
Dakota Wealth Management
Florida
$235K +$215K +1,728 New
OWA
954
Opal Wealth Advisors
New York
$233K +$5.98K +48 +3%
OCM
955
Osterweis Capital Management
California
$233K – – –
FMLI
956
Fukoku Mutual Life Insurance
Japan
$232K -$125 -1 -0.1%
CAM
957
Claret Asset Management
Quebec, Canada
$232K -$498 -4 -0.2%
FFO
958
Fiduciary Family Office
Florida
$231K – – –
GT
959
Greenleaf Trust
Michigan
$229K -$67.9K -545 -24%
JIC
960
Joel Isaacson & Co
New York
$228K -$351K -2,822 -63%
PWM
961
Palumbo Wealth Management
New York
$227K +$209K +1,675 New
WC
962
Waterloo Capital
Texas
$227K -$7.6K -61 -4%
PGFC
963
Peapack-Gladstone Financial Corp
New Jersey
$227K -$103K -829 -33%
LRIA
964
Leonard Rickey Investment Advisors
Washington
$223K -$41.1K -330 -17%
CC
965
Cornerstone Capital
California
$223K +$204K +1,640 New
DWP
966
Daymark Wealth Partners
Ohio
$221K +$203K +1,632 New
AWA
967
AGH Wealth Advisors
Kansas
$220K +$202K +1,622 New
CFB
968
Cullen/Frost Bankers
Texas
$220K -$4.86K -39 -2%
AA
969
Armis Advisers
Georgia
$219K -$10.7K -86 -5%
SPA
970
Sherbrooke Park Advisers
New York
$217K -$1.72M -13,779 -90%
TFA
971
Tranquilli Financial Advisor
New Jersey
$217K +$199K +1,598 New
TCBWMS
972
Texas Capital Bank Wealth Management Services
Texas
$217K +$199K +1,597 New
MAM
973
Mainsail Asset Management
Alabama
$216K +$198K +1,591 New
OR
974
Olympiad Research
Connecticut
$214K +$196K +1,574 New
KP
975
Keel Point
Alabama
$214K -$41.1K -330 -17%
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39
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