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Name Holding Trade Value Shares
Change 		Change in
Stake
SGI
1126
Summit Global Investments
Utah
$664K -$20.5M -171,943 -97%
MPCL
1127
My Personal CFO LLC
Washington
$663K +$724K +6,065 New
IB
1128
Intrust Bank
Kansas
$662K +$107K +899 +17%
CS
1129
Comerica Securities
Michigan
$660K +$303K +2,538 +73%
JSL
1130
JT Stratford LLC
Georgia
$656K -$133K -1,114 -16%
NAMP
1131
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$651K +$711K +5,953 New
IIC
1132
Ironwood Investment Counsel
Arizona
$651K +$711K +5,960 New
SVWAG
1133
Sound View Wealth Advisors Group
Georgia
$650K +$44.9K +376 +7%
WA
1134
WP Advisors
California
$641K +$47.8K +400 +7%
WA
1135
WESPAC Advisors
California
$636K -$231K -1,939 -25%
OFG
1136
OmniStar Financial Group
North Carolina
$634K -$92.8K -777 -12%
OFW
1137
Omnia Family Wealth
Florida
$634K -$35.1K -294 -5%
AWM
1138
Avior Wealth Management
Nebraska
$629K +$153K +1,279 +29%
CC
1139
Cypress Capital
Tennessee
$621K +$57.3K +480 +9%
VAS
1140
Vestmark Advisory Solutions
Massachusetts
$620K +$357K +2,993 +112%
AC
1141
Abbrea Capital
California
$619K -$314K -2,633 -32%
BFC
1142
Blue Fin Capital
Rhode Island
$619K +$6.09K +51 +0.9%
SSB
1143
Sandy Spring Bank
Maryland
$618K +$35.9K +301 +6%
WFI
1144
West Family Investments
California
$618K +$229K +1,921 +51%
FAM
1145
Formidable Asset Management
Ohio
$617K -$53.4K -447 -7%
Q
1146
QVR
California
$617K +$673K +5,639 New
ISL
1147
Ingalls & Snyder LLC
New York
$617K +$674K +5,643 New
AWM
1148
AllSquare Wealth Management
New York
$616K +$51.9K +435 +8%
TFA
1149
Toth Financial Advisory
Virginia
$615K -$596K -4,995 -47%
CFG
1150
Citizens Financial Group
Rhode Island
$615K +$311K +2,607 +86%
44 45
46
47 48