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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
776
Perkins Capital Management
Minnesota
$870K – – –
MWM
777
Mission Wealth Management
California
$864K -$99.6K -974 -10%
SWRP
778
Summit Wealth & Retirement Planning
California
$861K -$45.6K -446 -5%
AW
779
Alaethes Wealth
Nevada
$859K +$853K +8,346 New
TCWM
780
Total Clarity Wealth Management
Illinois
$858K +$62.7K +613 +8%
RG
781
Rathbones Group
United Kingdom
$847K +$149K +1,459 +22%
OPPTF
782
OPSEU Pension Plan Trust Fund
Ontario, Canada
$845K -$7.97K -78 -0.9%
NFC
783
Northeast Financial Consultants
Connecticut
$840K +$50.1K +490 +6%
KWILP
784
Kiwi Wealth Investments Limited Partnership
New Zealand
$837K +$831K +8,133 New
AIC
785
Ameritas Investment Company
Nebraska
$835K +$673K +6,586 +431%
FCA
786
FinTrust Capital Advisors
South Carolina
$820K +$562K +5,500 +223%
MSAM
787
Moloney Securities Asset Management
Missouri
$816K -$129K -1,265 -14%
WAP
788
Wealthcare Advisory Partners
Pennsylvania
$815K -$64K -626 -7%
PAS
789
Park Avenue Securities
New York
$814K +$288K +2,816 +55%
CFMC
790
Curbstone Financial Management Corp
New Hampshire
$811K +$2.04K +20 +0.3%
HI
791
Horizon Investments
North Carolina
$811K +$806K +7,882 New
M
792
Mirova
France
$809K +$72.4K +708 +10%
CW
793
CreativeOne Wealth
Kansas
$805K -$27.2K -266 -3%
MWA
794
Meridian Wealth Advisors
Texas
$803K -$51.1K -500 -6%
ACM
795
AlphaStar Capital Management
North Carolina
$802K -$1.07M -10,441 -61%
CA
796
Calton & Associates
Florida
$796K -$45.1K -441 -5%
HCM
797
Hilton Capital Management
New York
$794K – – –
GC
798
Gilbert & Cook
Iowa
$794K +$38.1K +373 +5%
MCM
799
Marathon Capital Management
Maryland
$793K – – –
B
800
Bellecapital
Switzerland
$785K – – –
30 31
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