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Name Holding Trade Value Shares
Change 		Change in
Stake
AW
326
Alaethes Wealth
Nevada
$295K +$268K +5,367 +4,792%
AC
327
Avestar Capital
New York
$293K -$23.8K -475 -8%
CAM
328
Cozad Asset Management
Illinois
$291K – – –
PWPS
329
Pinnacle Wealth Planning Services
Ohio
$290K +$51.3K +1,025 +23%
CS
330
Comerica Securities
Michigan
$287K -$84.2K -1,684 -24%
BCM
331
Blume Capital Management
California
$287K +$266K +5,325 New
GWCM
332
Godshalk Welsh Capital Management
Pennsylvania
$284K – – –
AWM
333
AE Wealth Management
Kansas
$283K -$135K -2,693 -34%
VF
334
Virtu Financial
New York
$280K -$2.11M -42,147 -89%
EDRH
335
Edmond de Rothschild Holding
Switzerland
$280K +$261K +5,209 New
CAM
336
Cresset Asset Management
Illinois
$278K -$1.07M -21,477 -81%
NFG
337
Norris Financial Group
South Carolina
$277K +$257K +5,145 New
RB
338
Renasant Bank
Mississippi
$277K +$25K +499 +11%
SC
339
Savant Capital
Illinois
$271K +$12.8K +256 +5%
PWM
340
Perigon Wealth Management
California
$267K -$700K -13,997 -74%
NB
341
NBT Bank
New York
$265K – – –
NCM
342
Noesis Capital Mangement
Florida
$265K – – –
RWA
343
Ropes Wealth Advisors
Massachusetts
$263K – – –
CFA
344
Carroll Financial Associates
North Carolina
$260K -$9.9K -198 -4%
AAM
345
Autus Asset Management
Arizona
$260K +$4.1K +82 +2%
SNB
346
Security National Bank
Nebraska
$252K +$7.3K +146 +3%
KPWS
347
Kestra Private Wealth Services
Texas
$244K +$226K +4,523 New
MG
348
Mather Group
Illinois
$241K +$224K +4,477 New
HWAM
349
Hennion & Walsh Asset Management
New Jersey
$239K -$44.4K -887 -17%
PWLP
350
Prio Wealth Limited Partnership
Massachusetts
$238K -$11.2K -224 -5%
12 13
14
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