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Name Holding Trade Value Shares
Change 		Change in
Stake
HJGA
751
Hardman Johnston Global Advisors
Connecticut
$356K -$152M -1,910,559 -100%
STA
752
Summit Trail Advisors
New York
$354K -$10.4K -130 -3%
PGFC
753
Peapack-Gladstone Financial Corp
New Jersey
$351K +$360K +4,516 New
PWPS
754
Pinnacle Wealth Planning Services
Ohio
$351K -$29.2K -367 -8%
PWP
755
Pursue Wealth Partners
California
$350K -$28.8K -361 -7%
CSIC
756
Clifford Swan Investment Counsel
California
$349K -$18K -226 -5%
EFMH
757
E Fund Management (HK)
Hong Kong
$348K -$325K -4,084 -48%
EFM
758
E Fund Management
China
$348K -$325K -4,084 -48%
WWM
759
Whalen Wealth Management
Nevada
$347K +$356K +4,474 New
PCIA
760
Prime Capital Investment Advisors
Kansas
$347K -$23.7K -298 -6%
ICG
761
InterOcean Capital Group
Tennessee
$344K +$99.4K +1,248 +39%
MFG
762
Merit Financial Group
Georgia
$341K +$17.1K +214 +5%
PAA
763
Peregrine Asset Advisers
Oregon
$340K +$350K +4,388 New
VFA
764
Valeo Financial Advisors
Indiana
$333K -$264K -3,310 -43%
APW
765
Axim Planning & Wealth
Ohio
$330K -$168K -2,105 -33%
CGPCS
766
Capital Group Private Client Services
California
$330K – – –
CHAM
767
Clear Harbor Asset Management
Connecticut
$328K +$337K +4,227 New
FIM
768
Fernwood Investment Management
Massachusetts
$325K -$84.9K -1,065 -20%
TCM
769
Triumph Capital Management
Colorado
$325K +$334K +4,188 New
SFP
770
Sandbox Financial Partners
Maryland
$323K +$332K +4,165 New
AP
771
Advisors Preferred
Maryland
$321K +$342K +4,296 New
TFS
772
Thoroughbred Financial Services
Tennessee
$320K +$330K +4,139 New
MWA
773
Moser Wealth Advisors
Washington
$316K -$2.71K -34 -0.8%
DCM
774
Dimension Capital Management
Florida
$316K – – –
CA
775
Calton & Associates
Florida
$315K +$324K +4,067 New
29 30
31
32 33