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Name Holding Trade Value Shares
Change 		Change in
Stake
WTC
326
WhitTier Trust Company
Nevada
$569K +$149K +2,500 +36%
CG
327
Caprock Group
Idaho
$562K +$3.76K +63 +0.7%
HCM
328
Highlander Capital Management
New Jersey
$553K – – –
VAG
329
VisionPoint Advisory Group
Texas
$553K +$99K +1,661 +22%
MCM
330
McKinley Capital Management
Alaska
$552K -$2.62K -44 -0.5%
PGIM
331
Pacific Global Investment Management
California
$552K +$81.8K +1,372 +17%
KTC
332
Kistler-Tiffany Companies
Pennsylvania
$546K +$12.4K +208 +2%
ICG
333
InterOcean Capital Group
Tennessee
$541K +$23.3K +390 +4%
DWT
334
Dorsey & Whitney Trust
South Dakota
$535K -$400K -6,709 -43%
FA
335
FDx Advisors
Illinois
$521K -$868K -14,554 -62%
SWM
336
Spire Wealth Management
Virginia
$513K -$1.31K -22 -0.3%
G
337
GenTrust
Florida
$498K – – –
OWA
338
One Wealth Advisors
California
$492K -$954 -16 -0.2%
BFA
339
Benedict Financial Advisors
Georgia
$486K -$7.81K -131 -2%
CWM
340
Cordatus Wealth Management
Pennsylvania
$484K +$483K +8,106 New
ACS
341
Archford Capital Strategies
Illinois
$478K +$24.1K +404 +5%
ATIA
342
American Trust Investment Advisors
New Hampshire
$478K +$12.9K +217 +3%
CPIG
343
Chicago Partners Investment Group
Illinois
$478K – – –
TFA
344
Teamwork Financial Advisors
Texas
$477K -$7.28K -122 -2%
VFA
345
Valeo Financial Advisors
Indiana
$475K +$66.9K +1,122 +16%
BCG
346
Breakwater Capital Group
New Jersey
$472K +$47.5K +797 +11%
SBIA
347
Sheaff Brock Investment Advisors
Indiana
$468K – – –
MWM
348
Mission Wealth Management
California
$468K -$4.41K -74 -0.9%
MCI
349
MRP Capital Investments
Georgia
$467K -$567K -9,515 -55%
ESB
350
Essex Savings Bank
Connecticut
$455K +$28.2K +473 +7%
12 13
14
15 16