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Name Holding Trade Value Shares
Change 		Change in
Stake
SIMG
1576
Stephens Investment Management Group
Texas
$130K – – –
BWM
1577
Baystate Wealth Management
Massachusetts
$128K – – –
WAP
1578
Wealthcare Advisory Partners
Pennsylvania
$123K +$33.8K +115 +45%
CI
1579
Clal Insurance
Israel
$120K -$23.7M -80,423 -67%
HWM
1580
Holloway Wealth Management
Florida
$119K – – –
HWM
1581
Howard Wealth Management
Connecticut
$119K +$106K +361 New
HIA
1582
Harbor Investment Advisory
Maryland
$118K +$105K +357 New
TFO
1583
Tarbox Family Office
California
$116K +$26.5K +90 +34%
KWM
1584
Keebeck Wealth Management
Illinois
$116K +$104K +352 New
ETI
1585
Enterprise Trust & Investment
California
$107K – – –
ACM
1586
Allred Capital Management
Texas
$105K +$93.3K +317 New
SQA
1587
Simon Quick Advisors
New Jersey
$102K +$83.9K +285 +1,188%
LD
1588
Lipe & Dalton
New York
$99K – – –
WFMPM
1589
Woodley Farra Manion Portfolio Management
Indiana
$97K +$86.2K +293 New
AP
1590
Americana Partners
Texas
$97K +$87.4K +297 New
PGAM
1591
Princeton Global Asset Management
New Jersey
$95K +$74.4K +253 +723%
SLF
1592
Sun Life Financial
Ontario, Canada
$94K -$33.5K -114 -29%
LWA
1593
Lenox Wealth Advisors
New York
$94K +$31.5K +107 +60%
EI
1594
Ellevest Inc
New York
$93K +$64.4K +219 +353%
SL
1595
Savior LLC
Massachusetts
$93K +$83.3K +283 New
NSB
1596
Norway Savings Bank
Maine
$92K – – –
OC
1597
Oakworth Capital
Alabama
$89K – – –
VIM
1598
Veritas Investment Management
United Kingdom
$89K +$7.06K +24 +10%
MWA
1599
Moser Wealth Advisors
Washington
$86K +$76.5K +260 New
EWA
1600
Evolution Wealth Advisors
Florida
$84K +$56.8K +193 +306%
62 63
64
65 66