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Name Holding Trade Value Shares
Change 		Change in
Stake
GLA
1051
Good Life Advisors
Pennsylvania
$435K +$22.1K +389 +5%
CGL
1052
Clarius Group LLC
Washington
$434K +$108K +1,895 +33%
CG
1053
Colony Group
Massachusetts
$433K -$401K -7,051 -48%
S
1054
SignatureFD
Georgia
$433K +$4.15K +73 +1%
FM
1055
Foster & Motley
Ohio
$432K -$32.7K -574 -7%
IEFM
1056
IQ EQ Fund Management
Ireland
$431K – – –
MCM
1057
McRae Capital Management
New Jersey
$429K -$56.9K -1,000 -12%
SDAM
1058
Shulman DeMeo Asset Management
New York
$429K -$2.39K -42 -0.6%
CST
1059
Charles Schwab Trust
Nevada
$429K +$443K +7,777 New
SWM
1060
Stockman Wealth Management
Montana
$428K +$34.1K +600 +9%
SM
1061
SG3 Management
Puerto Rico
$427K -$142K -2,500 -25%
SW
1062
SVB Wealth
Massachusetts
$425K -$43.7K -768 -9%
BPC
1063
Banque Pictet & Cie
Switzerland
$425K +$425K +7,460 New
GIP
1064
Granite Investment Partners
California
$423K -$137K -2,408 -24%
AWA
1065
ARS Wealth Advisors
Florida
$419K -$94.6K -1,663 -18%
GCAC
1066
Guardian Capital Advisors (Canada)
Ontario, Canada
$419K -$19.9K -350 -4%
PWAP
1067
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$418K -$622K -10,934 -60%
GP
1068
Girard Partners
Pennsylvania
$418K -$76.4K -1,343 -15%
APW
1069
Acima Private Wealth
Virginia
$417K – – –
AIM
1070
Allen Investment Management
New York
$414K +$4.84K +85 +1%
TAM
1071
Trillium Asset Management
Massachusetts
$414K +$178K +3,121 +75%
MTC
1072
McDaniel Terry & Co
Texas
$413K – – –
KA
1073
Kovack Advisors
Florida
$410K -$16K -281 -4%
WFI
1074
West Family Investments
California
$410K – – –
GFPC
1075
Global Financial Private Capital
Florida
$408K -$12K -210 -3%
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