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Name Holding Trade Value Shares
Change 		Change in
Stake
NSAM
1151
North Star Asset Management
Wisconsin
$766K -$1.34M -6,420 -64%
CCA
1152
Cobblestone Capital Advisors
New York
$764K -$21K -101 -3%
KJHP
1153
K.J. Harrison & Partners
Ontario, Canada
$755K +$504K +2,420 +224%
BS
1154
Bessemer Securities
New York
$754K – – –
RCA
1155
Rowland Carmichael Advisors
Arizona
$754K +$26.9K +129 +4%
PCM
1156
Pennsylvania Capital Management
Pennsylvania
$753K -$584K -2,806 -45%
EWA
1157
Exencial Wealth Advisors
Oklahoma
$753K +$210K +1,009 +41%
PP
1158
Professional Planning
California
$753K +$727K +3,493 New
BPA
1159
Beacon Pointe Advisors
California
$752K +$284K +1,365 +64%
SCP
1160
Shorepoint Capital Partners
Massachusetts
$751K -$67.1K -322 -8%
CA
1161
Crumly & Associates
Illinois
$748K +$1.67K +8 +0.2%
PP
1162
Patten & Patten
Tennessee
$747K -$8.95K -43 -1%
FWM
1163
Foresight Wealth Management
Utah
$741K +$53.7K +258 +8%
LWCFA
1164
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$740K -$444K -2,130 -38%
PGFC
1165
Peapack-Gladstone Financial Corp
New Jersey
$731K +$20.2K +97 +3%
WP
1166
WealthPLAN Partners
Nebraska
$729K -$116K -555 -16%
JAM
1167
JCIC Asset Management
Ontario, Canada
$725K +$18.5K +89 +3%
IWC
1168
Integrated Wealth Concepts
Massachusetts
$724K +$305K +1,464 +77%
FWP
1169
FAS Wealth Partners
Kansas
$718K +$174K +836 +34%
NWP
1170
Northstar Wealth Partners
Connecticut
$713K +$2.5K +12 +0.4%
VWM
1171
Venturi Wealth Management
Texas
$708K +$6.46K +31 +1%
WT
1172
Whittier Trust
California
$706K +$103K +494 +18%
LOIM
1173
Liberty One Investment Management
Illinois
$704K -$151K -727 -18%
SCM
1174
Schnieders Capital Management
California
$702K -$96.6K -464 -12%
FANJ
1175
Financial Architects (New Jersey)
New Jersey
$697K -$25.6K -123 -4%
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48 49