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Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
876
Kingsview Wealth Management
Oregon
$566K +$148K +2,995 +40%
FT
877
Fiduciary Trust
Massachusetts
$565K -$58K -1,177 -10%
REMPR
878
Roof Eidam Maycock Peralta (REMP)
California
$563K – – –
CC
879
Cannell & Co
New York
$562K -$64.8K -1,315 -11%
EHC
880
Everett Harris & Co
California
$560K -$14.8K -300 -3%
CP
881
Camelot Portfolios
Ohio
$560K +$4.73K +96 +0.9%
JCM
882
Jacobi Capital Management
Pennsylvania
$560K +$318K +6,462 +157%
NFC
883
Northeast Financial Consultants
Connecticut
$559K – – –
LCP
884
Legacy Capital Partners
Wisconsin
$556K -$33K -670 -6%
HCA
885
Heck Capital Advisors
Wisconsin
$553K – – –
LAM
886
L2 Asset Management
Massachusetts
$553K -$513K -10,414 -50%
MP
887
McDonald Partners
Ohio
$551K -$1.03K -21 -0.2%
HDIM
888
Hanson & Doremus Investment Management
Vermont
$551K +$2.91K +59 +0.6%
AWM
889
Avior Wealth Management
Nebraska
$550K -$44.6K -905 -8%
PWPS
890
Pinnacle Wealth Planning Services
Ohio
$547K +$190K +3,852 +59%
BPA
891
Beacon Pointe Advisors
California
$545K +$166K +3,374 +49%
CCP
892
Corient Capital Partners
California
$545K +$190K +3,859 +60%
WTC
893
WhitTier Trust Company
Nevada
$542K -$1.77M -35,987 -78%
COF
894
Capital One Financial
Virginia
$541K -$27.6K -561 -5%
CAN
895
Claraphi Advisory Network
United States
$541K -$1.28K -26 -0.3%
MA
896
Montag & Associates
Georgia
$540K +$7K +142 +1%
BTWM
897
Baker Tilly Wealth Management
Wisconsin
$538K +$14.1K +287 +3%
MG
898
Mather Group
Illinois
$538K +$21.1K +429 +4%
CCC
899
Crescent Capital Consulting
Louisiana
$537K – – –
GI
900
GS Investments
Minnesota
$537K +$94.4K +1,915 +23%
34 35
36
37 38