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Name Holding Trade Value Shares
Change 		Change in
Stake
FLPIM
751
F.L. Putnam Investment Management
Massachusetts
$366K -$5.12K -125 -1%
WC
752
Weil Company
California
$366K -$5.12K -125 -1%
CFG
753
Cooper Financial Group
California
$365K +$66.8K +1,631 +24%
WAM
754
Wealthspire Advisors (Maryland)
Maryland
$364K -$35.8K -874 -9%
CCP
755
Corient Capital Partners
California
$364K +$347K +8,467 New
PHAM
756
Palisades Hudson Asset Management
Florida
$363K -$5.08K -124 -1%
AIP
757
ARS Investment Partners
New York
$363K +$24.5K +599 +8%
ECM
758
Estabrook Capital Management
New York
$363K -$5.08K -124 -1%
SCP
759
Syntal Capital Partners
Texas
$360K +$118K +2,891 +53%
NP
760
NorthRock Partners
Minnesota
$356K -$155K -3,771 -31%
SP
761
Successful Portfolios
Florida
$356K -$8.53K -208 -2%
CFG
762
Citizens Financial Group
Rhode Island
$356K -$5K -122 -1%
UF
763
Univest Financial
Pennsylvania
$354K -$4.92K -120 -1%
TPWA
764
TRUE Private Wealth Advisors
Oregon
$353K +$33.4K +815 +11%
IIC
765
Integrated Investment Consultants
Michigan
$350K +$2.58K +63 +0.8%
TIA
766
Traphagen Investment Advisors
New Jersey
$349K +$333K +8,125 New
CAM
767
Cidel Asset Management
Ontario, Canada
$349K +$333K +8,125 New
CBFP
768
Cedar Brook Financial Partners
Ohio
$348K +$2.91K +71 +0.9%
LPIC
769
LeJeune Puetz Investment Counsel
Michigan
$346K +$16.3K +397 +5%
1WA
770
180 Wealth Advisors
Washington
$346K +$25K +610 +8%
RIA
771
Regal Investment Advisors
Michigan
$345K -$29.5K -720 -8%
WFMPM
772
Woodley Farra Manion Portfolio Management
Indiana
$344K -$9.47K -231 -3%
DWM
773
Doyle Wealth Management
Florida
$344K +$32.6K +796 +10%
BBHC
774
Brown Brothers Harriman & Co
New York
$344K +$227K +5,542 +226%
RWM
775
Ritholtz Wealth Management
New York
$343K -$7.99K -195 -2%
29 30
31
32 33