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Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1026
Apella Capital
Connecticut
$1.18M +$172K +1,447 +15%
TSWM
1027
Triangle Securities Wealth Management
North Carolina
$1.18M -$18.4K -155 -1%
ET
1028
Equitable Trust
Tennessee
$1.18M -$24.7K -208 -2%
KFSC
1029
Keystone Financial Services (Colorado)
Colorado
$1.17M +$32.5K +274 +2%
HIM
1030
Harbour Investment Management
Washington
$1.17M -$53.6K -452 -4%
MBTD
1031
Mechanics Bank - Trust Department
California
$1.17M -$71.7K -605 -5%
7WCP
1032
71 West Capital Partners
Massachusetts
$1.17M +$309K +2,603 +30%
MWP
1033
Meriwether Wealth & Planning
Louisiana
$1.17M +$7.23K +61 +0.5%
UWS
1034
Unique Wealth Strategies
Illinois
$1.17M -$238K -2,010 -15%
ICM
1035
Islay Capital Management
Texas
$1.17M -$656K -5,539 -33%
ST
1036
Smithfield Trust
Pennsylvania
$1.17M – – –
CT
1037
Caldwell Trust
Florida
$1.15M +$16.7K +141 +1%
MCM
1038
McKinney Capital Management
Texas
$1.15M +$152K +1,286 +13%
CB
1039
Community Bank
New York
$1.14M -$29.4K -248 -2%
MHS
1040
M Holdings Securities
Oregon
$1.14M -$26.7K -225 -2%
EC
1041
Enhancing Capital
Pennsylvania
$1.13M – – –
LAM
1042
L2 Asset Management
Massachusetts
$1.13M -$29.6K -250 -2%
NEAM
1043
New England Asset Management
Connecticut
$1.12M – – –
AWM
1044
Angeles Wealth Management
California
$1.12M +$5.33K +45 +0.4%
PCS
1045
Personal CFO Solutions
New Jersey
$1.12M +$43.7K +369 +4%
VGDSS
1046
VUB Generali dochodkova spravcovska spolocnost
$1.12M – – –
IP
1047
Ignite Planners
California
$1.11M +$41.6K +351 +3%
IAIM
1048
International Assets Investment Management
Florida
$1.11M +$28.1K +237 +2%
MNBTD
1049
Moody National Bank Trust Division
Texas
$1.11M -$35.8K -302 -3%
CA
1050
CoreCap Advisors
Michigan
$1.11M -$215K -1,811 -15%
40 41
42
43 44