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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1301
Destination Wealth Management
California
$777K +$1.93M +5,700 +103%
PFA
1302
Pinnacle Family Advisors
Missouri
$775K +$799K +2,364 New
NHC
1303
Nicholas Hoffman & Company
Georgia
$773K +$271K +802 +52%
PCM
1304
Penserra Capital Management
California
$764K -$23K -68 -3%
MIA
1305
MainStreet Investment Advisors
Illinois
$762K -$86.1K -255 -10%
PFO
1306
Pathstone Family Office
New Jersey
$754K – – –
NCM
1307
Noesis Capital Mangement
Florida
$753K -$50.7K -150 -6%
FFA
1308
Fragasso Financial Advisors
Pennsylvania
$753K -$14.2K -42 -2%
GRP
1309
Global Retirement Partners
California
$753K -$11.8K -35 -2%
CCA
1310
Cobblestone Capital Advisors
New York
$752K -$18.6K -55 -2%
DI
1311
Diligent Investors
California
$752K +$18.6K +55 +2%
DLA
1312
Douglas Lane & Associates
New York
$751K -$90.2K -267 -10%
FWCM
1313
First Western Capital Management
California
$750K -$260K -771 -25%
PBO
1314
Peoples Bank (Ohio)
Ohio
$750K -$89.5K -265 -10%
HCM
1315
Hudson Capital Management
New Jersey
$750K +$32.1K +95 +4%
JSL
1316
JT Stratford LLC
Georgia
$750K +$122K +360 +19%
I2I
1317
Insight 2811 Inc
Illinois
$748K +$45.9K +136 +6%
DC
1318
DeDora Capital
California
$747K +$27.4K +81 +4%
SFG
1319
Summit Financial Group
West Virginia
$747K +$226K +670 +42%
CICI
1320
Capital Investment Counsel Inc
North Carolina
$746K -$20.9K -62 -3%
VNA
1321
VNBTrust National Association
Virginia
$742K – – –
AA
1322
Apriem Advisors
California
$741K -$275K -815 -27%
CS
1323
Cannell & Spears
New York
$738K – – –
SC
1324
Scholtz & Company
Connecticut
$738K – – –
MFS
1325
McNamara Financial Services
Massachusetts
$738K +$8.45K +25 +1%
51 52
53
54 55