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Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
776
Jacobi Capital Management
Pennsylvania
$547K +$59.1K +393 +10%
KA
777
Kovack Advisors
Florida
$544K -$257K -1,708 -28%
LFG
778
Larson Financial Group
Missouri
$543K +$222K +1,475 +52%
SC
779
Syon Capital
California
$543K -$10.8K -72 -2%
BHB
780
Bank Hapoalim BM
Israel
$538K +$50.8K +338 +9%
PIM
781
Platinum Investment Management
Australia
$537K -$158K -1,050 -20%
NI
782
Natural Investments
California
$537K -$2.1K -14 -0.3%
AIM
783
Allen Investment Management
New York
$536K – – –
BW
784
BIP Wealth
Georgia
$534K +$95.6K +636 +18%
S
785
SimplyRich
California
$534K -$301 -2 -0%
CSIC
786
Clifford Swan Investment Counsel
California
$534K – – –
CGPCS
787
Capital Group Private Client Services
California
$533K – – –
HI
788
Harbour Investments
Wisconsin
$529K +$3.46K +23 +0.5%
GAAM
789
Guinness Atkinson Asset Management
California
$527K -$90.2K -600 -12%
KWA
790
Kingswood Wealth Advisors
California
$521K -$37.4K -249 -6%
FSA
791
Financial Security Advisor
Virginia
$518K -$28.4K -189 -4%
CW
792
CreativeOne Wealth
Kansas
$518K +$210K +1,399 +51%
SIA
793
Sit Investment Associates
Minnesota
$512K +$118K +785 +24%
YAVAPFMC
794
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$512K – – –
SC
795
Summa Corp
Texas
$512K – – –
PTC
796
Private Trust Company
Ohio
$512K – – –
PWS
797
Proactive Wealth Strategies
Georgia
$511K +$306K +2,037 +100%
IUHSA
798
Itau Unibanco Holding S.A.
Brazil
$511K +$556K +3,696 +986%
JWM
799
Jeppson Wealth Management
California
$510K -$135K -896 -18%
LJCM
800
Lee Johnson Capital Management
Texas
$510K -$61.9K -412 -9%
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