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Name Holding Trade Value Shares
Change 		Change in
Stake
NA
801
NewEdge Advisors
Louisiana
$644K +$344K +2,315 +133%
PTC
802
Private Trust Company
Ohio
$643K +$285K +1,921 +90%
CHAM
803
Clear Harbor Asset Management
Connecticut
$640K +$37.8K +255 +6%
IIM
804
Intact Investment Management
Quebec, Canada
$636K -$44.5K -300 -7%
SACTSONJ
805
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$636K +$594K +4,000 New
EFS
806
Essex Financial Services
Connecticut
$635K +$44.5K +300 +8%
EWM
807
Edge Wealth Management
New York
$630K – – –
CC
808
Cadinha & Co
Hawaii
$626K – – –
IC
809
Intersect Capital
California
$623K -$157K -1,057 -21%
WAM
810
Wealthspire Advisors (Maryland)
Maryland
$622K +$40.8K +275 +8%
SFG
811
Summit Financial Group
West Virginia
$621K – – –
FIA
812
FNY Investment Advisers
New York
$620K -$1.84M -12,374 -76%
SS
813
Sunbelt Securities
Texas
$620K +$233K +1,569 +67%
MA
814
Montag & Associates
Georgia
$617K – – –
OAM
815
Oxford Asset Management
United Kingdom
$604K -$2.56M -17,268 -82%
SA
816
Strategic Advisors
New York
$604K +$77K +519 +16%
JFGIW
817
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$601K – – –
SBIA
818
Sheaff Brock Investment Advisors
Indiana
$598K +$10.7K +72 +2%
AL
819
Aspiriant LLC
California
$587K +$57.7K +389 +12%
GTAM
820
Global Trust Asset Management
Florida
$586K +$163K +1,100 +43%
CRWM
821
Castle Rock Wealth Management
California
$585K -$142K -955 -18%
ATC
822
Argent Trust Co
Tennessee
$584K +$85.9K +579 +19%
LWAC
823
Laurel Wealth Advisors (California)
California
$582K +$544K +3,664 New
MWM
824
Meridian Wealth Management
Kentucky
$577K +$14.8K +100 +3%
SFS
825
Sowell Financial Services
Arkansas
$575K +$537K +3,616 New
31 32
33
34 35