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Name Holding Trade Value Shares
Change 		Change in
Stake
FFN
726
Focus Financial Network
Minnesota
$233K +$223K +114 New
MSAM
727
Moloney Securities Asset Management
Missouri
$231K -$5.86K -3 -3%
ACM
728
Advisors Capital Management
New Jersey
$231K +$221K +113 New
GIP
729
Greatmark Investment Partners
Georgia
$225K – – –
S
730
SimplyRich
California
$222K -$27.4K -14 -11%
CCP
731
Carmel Capital Partners
California
$221K – – –
SMA
732
Sage Mountain Advisors
Georgia
$221K – – –
MSFS
733
Main Street Financial Solutions
Pennsylvania
$219K -$72.3K -37 -26%
PIP
734
Peachtree Investment Partners
Florida
$219K -$23.5K -12 -10%
FLPIM
735
F.L. Putnam Investment Management
Massachusetts
$219K +$1.95K +1 +0.9%
EA
736
Elm Advisors
California
$217K – – –
PCA
737
Personal Capital Advisors
California
$217K – – –
HIA
738
Harbor Investment Advisory
Maryland
$217K +$21.5K +11 +12%
TFCP
739
Twin Focus Capital Partners
Massachusetts
$215K -$1.95K -1 -0.9%
IWC
740
Integrated Wealth Concepts
Massachusetts
$215K +$205K +105 New
ED
741
Exane Derivatives
France
$215K -$205K -105 -50%
SSA
742
Schonfeld Strategic Advisors
New York
$213K -$2.72M -1,393 -93%
ANB
743
Amarillo National Bank
Texas
$213K – – –
EFG
744
Everhart Financial Group
Ohio
$211K +$201K +103 New
BPWM
745
Badgley Phelps Wealth Managers
Washington
$209K – – –
SYBT
746
Stock Yards Bank & Trust
Kentucky
$209K +$3.91K +2 +2%
PCM
747
Penserra Capital Management
California
$208K +$13.7K +7 +7%
ZCA
748
Zeke Capital Advisors
Pennsylvania
$208K +$199K +102 New
AWM
749
Absher Wealth Management
North Carolina
$207K – – –
TNBTD
750
Trustmark National Bank Trust Department
Mississippi
$207K +$197K +101 New
28 29
30
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