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Name Holding Trade Value Shares
Change 		Change in
Stake
EP
776
Edinburgh Partners
United Kingdom
$352K – – –
CPIG
777
Chicago Partners Investment Group
Illinois
$352K +$304K +2,460 +410%
LFAS
778
Level Four Advisory Services
Texas
$349K -$274K -2,222 -41%
WVP
779
Worth Venture Partners
New Jersey
$348K -$210K -1,700 -41%
BOTW
780
Bank of the West
California
$347K +$9.01K +73 +3%
QC
781
QCM Cayman
Texas
$345K +$302K +2,446 New
CI
782
Conning Inc
Connecticut
$335K -$194K -1,575 -40%
CL
783
Choreo LLC
Illinois
$333K -$96.2K -779 -25%
CWM
784
Circle Wealth Management
New Jersey
$333K +$291K +2,360 New
DHFB
785
Dixon Hubard Feinour & Brown
Virginia
$327K – – –
MJRIC
786
Mogy Joel R Investment Counsel
California
$321K +$281K +2,275 New
CS
787
Comerica Securities
Michigan
$318K -$33.5K -271 -11%
LWCFA
788
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$318K – – –
CAW
789
Cornerstone Advisors (Washington)
Washington
$318K +$3.7K +30 +1%
TDC
790
Thompson Davis & Co
Virginia
$317K +$110K +890 +65%
BAM
791
Barrett Asset Management
New York
$317K +$154K +1,250 +125%
BFC
792
Blue Fin Capital
Rhode Island
$315K +$37K +300 +15%
RA
793
Rational Advisors
New York
$314K -$24.7K -200 -8%
PAG
794
Private Advisory Group
Washington
$310K +$272K +2,202 New
WJA
795
Williams Jones & Associates
New York
$308K +$270K +2,183 New
CG
796
CFO4Life Group
Texas
$300K +$494 +4 +0.2%
AWM
797
AE Wealth Management
Kansas
$300K +$263K +2,130 New
WA
798
WFG Advisors
Texas
$290K +$108K +876 +74%
CCA
799
Clearwater Capital Advisors
Illinois
$287K -$22.2K -180 -8%
CA
800
Clearstead Advisors
Ohio
$287K +$20.4K +165 +9%
30 31
32
33 34