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Name Holding Trade Value Shares
Change 		Change in
Stake
WAOTB
751
Wealth Advisors of Tampa Bay
Florida
$2.64M +$395K +2,347 +20%
WAS
752
Winch Advisory Services
Wisconsin
$2.63M -$61.7K -366 -3%
HAS
753
HBW Advisory Services
California
$2.63M +$52.1K +309 +2%
YWP
754
YorkBridge Wealth Partners
New York
$2.63M +$462K +2,739 +24%
CIA
755
Capital Impact Advisors
Massachusetts
$2.62M -$1.04M -6,165 -31%
DA
756
Duality Advisers
Florida
$2.61M +$2.35M +13,949 New
FMLI
757
Fukoku Mutual Life Insurance
Japan
$2.59M +$1.27M +7,550 +120%
PGFC
758
Peapack-Gladstone Financial Corp
New Jersey
$2.59M +$109K +649 +5%
FT
759
Fiduciary Trust
Massachusetts
$2.58M +$405K +2,401 +21%
FAM
760
Fulcrum Asset Management
United Kingdom
$2.56M +$2.21M +13,095 New
PJSIMP
761
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.55M +$61.2K +363 +3%
CS
762
Comerica Securities
Michigan
$2.53M +$278K +1,652 +14%
CAM
763
Centre Asset Management
New York
$2.52M -$1.46M -8,640 -39%
LSPW
764
Lake Street Private Wealth
Illinois
$2.52M -$493K -2,925 -18%
NFC
765
Northeast Financial Consultants
Connecticut
$2.51M +$960K +5,700 +74%
MIAN
766
Mariner Independent Advisor Network
Kansas
$2.51M -$208K -1,236 -9%
KFP
767
KMG Fiduciary Partners
Ohio
$2.5M -$71.9K -427 -3%
DA
768
Dillon & Associates
Michigan
$2.5M -$3.71K -22 -0.2%
LWANC
769
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.5M +$206K +1,223 +10%
GP
770
Girard Partners
Pennsylvania
$2.48M +$117K +697 +6%
BOS
771
Bingham Osborn & Scarborough
California
$2.46M -$177K -1,049 -7%
AFA
772
Arlington Financial Advisors
California
$2.45M +$290K +1,722 +15%
MMG
773
Monetary Management Group
Missouri
$2.44M +$185K +1,100 +9%
WIA
774
Wealthstreet Investment Advisors
Texas
$2.43M +$8.43K +50 +0.4%
MWM
775
Minot Wealth Management
Massachusetts
$2.42M +$2.18M +12,915 New
29 30
31
32 33