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Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
801
Gladstone Institutional Advisory
Florida
$300K +$37.7K +396 +12%
DA
802
Doliver Advisors
Texas
$299K -$19.9K -209 -5%
WG
803
Winton Group
United Kingdom
$299K +$356K +3,732 New
MHIC
804
Marble Harbor Investment Counsel
Massachusetts
$297K -$11K -115 -3%
QI
805
Qtron Investments
Massachusetts
$293K -$14.9M -156,864 -98%
WAP
806
Wealthcare Advisory Partners
Pennsylvania
$291K -$27.7K -291 -7%
CCP
807
Corient Capital Partners
California
$291K – – –
9WM
808
9258 Wealth Management
Ohio
$290K -$25.2K -264 -7%
KFP
809
KMG Fiduciary Partners
Ohio
$289K -$46.9K -492 -12%
ACP
810
Aviance Capital Partners
Florida
$289K -$41.2K -432 -11%
PWA
811
PCG Wealth Advisors
Kansas
$288K +$343K +3,600 New
KWM
812
Kingsview Wealth Management
Oregon
$284K -$34.2K -359 -9%
HNWAG
813
High Net Worth Advisory Group
Florida
$284K -$12.3K -129 -4%
MLIC
814
Mandatum Life Insurance Company
Finland
$282K -$72.2K -758 -18%
AWM
815
Axxcess Wealth Management
California
$282K -$19.8K -208 -6%
MOS
816
MGO One Seven
Ohio
$281K -$10.1K -106 -4%
TVAMP
817
Tennessee Valley Asset Management Partners
Tennessee
$280K -$667 -7 -0.2%
PCA
818
Personal Capital Advisors
California
$280K +$75.3K +790 +29%
LFAS
819
Level Four Advisory Services
Texas
$279K -$15.4K -162 -4%
JEST
820
JTC Employer Solutions Trustee
Jersey
$279K – – –
CHC
821
City Holding Co
West Virginia
$279K +$118K +1,239 +55%
SW
822
SkyOak Wealth
Michigan
$278K -$104K -1,090 -24%
CWM
823
Cornerstone Wealth Management
Missouri
$277K -$158K -1,660 -32%
BWP
824
Baldwin Wealth Partners
Massachusetts
$275K – – –
AF
825
Allworth Financial
California
$274K -$194K -2,032 -37%
31 32
33
34 35