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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1151
Commerzbank Aktiengesellschaft
Germany
$769K -$27.9M -133,880 -97%
NSAM
1152
North Star Asset Management
Wisconsin
$766K -$1.34M -6,420 -64%
CCA
1153
Cobblestone Capital Advisors
New York
$764K -$21K -101 -3%
KJHP
1154
K.J. Harrison & Partners
Ontario, Canada
$755K +$504K +2,420 +224%
BS
1155
Bessemer Securities
New York
$754K – – –
RCA
1156
Rowland Carmichael Advisors
Arizona
$754K +$26.9K +129 +4%
PCM
1157
Pennsylvania Capital Management
Pennsylvania
$753K -$584K -2,806 -45%
EWA
1158
Exencial Wealth Advisors
Oklahoma
$753K +$210K +1,009 +41%
PP
1159
Professional Planning
California
$753K +$727K +3,493 New
BPA
1160
Beacon Pointe Advisors
California
$752K +$284K +1,365 +64%
SCP
1161
Shorepoint Capital Partners
Massachusetts
$751K -$67.1K -322 -8%
CA
1162
Crumly & Associates
Illinois
$748K +$1.67K +8 +0.2%
PP
1163
Patten & Patten
Tennessee
$747K -$8.95K -43 -1%
FWM
1164
Foresight Wealth Management
Utah
$741K +$53.7K +258 +8%
LWCFA
1165
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$740K -$444K -2,130 -38%
PGFC
1166
Peapack-Gladstone Financial Corp
New Jersey
$731K +$20.2K +97 +3%
WP
1167
WealthPLAN Partners
Nebraska
$729K -$116K -555 -16%
JAM
1168
JCIC Asset Management
Ontario, Canada
$725K +$18.5K +89 +3%
IWC
1169
Integrated Wealth Concepts
Massachusetts
$724K +$305K +1,464 +77%
FWP
1170
FAS Wealth Partners
Kansas
$718K +$174K +836 +34%
NWP
1171
Northstar Wealth Partners
Connecticut
$713K +$2.5K +12 +0.4%
VWM
1172
Venturi Wealth Management
Texas
$708K +$6.46K +31 +1%
WT
1173
Whittier Trust
California
$706K +$103K +494 +18%
LOIM
1174
Liberty One Investment Management
Illinois
$704K -$151K -727 -18%
SCM
1175
Schnieders Capital Management
California
$702K -$96.6K -464 -12%
45 46
47
48 49