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Name Holding Trade Value Shares
Change 		Change in
Stake
OTL
626
Oak Thistle LLC
New York
$1.21M +$393K +124 +49%
FFG
627
Fortem Financial Group
California
$1.21M +$53.8K +17 +5%
MA
628
Mutual Advisors
Nebraska
$1.2M -$25.3K -8 -2%
AWP
629
Ascent Wealth Partners
New York
$1.19M +$1.18M +373 New
MAS
630
Meeder Advisory Services
Ohio
$1.19M +$9.5K +3 +0.8%
CT
631
Caldwell Trust
Florida
$1.18M +$19K +6 +2%
FRA
632
Frank Rimerman Advisors
California
$1.18M +$108K +34 +10%
DM
633
Delphi Management
Massachusetts
$1.17M – – –
CANY
634
Caxton Associates (New York)
New York
$1.17M -$79.2K -25 -6%
CP
635
Castleview Partners
Texas
$1.16M +$12.7K +4 +1%
SYBT
636
Stock Yards Bank & Trust
Kentucky
$1.16M -$491K -155 -30%
PFSC
637
Peoples Financial Services Corp
Pennsylvania
$1.16M – – –
WPW
638
Waldron Private Wealth
Pennsylvania
$1.16M +$88.7K +28 +8%
WWM
639
Western Wealth Management
Colorado
$1.14M -$15.8K -5 -1%
OPCM
640
Osborne Partners Capital Management
California
$1.13M – – –
AIM
641
Aigen Investment Management
New York
$1.13M +$1.12M +353 New
JG
642
Jain Global
New York
$1.12M +$1.11M +351 New
DWT
643
Dorsey & Whitney Trust
South Dakota
$1.12M -$41.2K -13 -4%
FPAS
644
Focus Partners Advisor Solutions
Missouri
$1.09M +$652K +206 +154%
YDMI
645
Y.D. More Investments
Israel
$1.09M – – –
IAIM
646
International Assets Investment Management
Florida
$1.08M -$63.2M -19,976 -98%
CFG
647
Citizens Financial Group
Rhode Island
$1.07M -$117K -37 -10%
KPP
648
Kings Path Partners
Texas
$1.07M +$1.06M +335 New
CAM
649
Cresset Asset Management
Illinois
$1.07M -$3.51M -1,108 -77%
SQA
650
Simon Quick Advisors
New Jersey
$1.06M +$19K +6 +2%
24 25
26
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