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Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
1101
Personal Capital Advisors
California
$3.09M -$140K -3,069 -5%
PWA
1102
Phoenix Wealth Advisors
North Carolina
$3.09M +$88.6K +1,946 +3%
IA
1103
IFG Advisory
Georgia
$3.08M -$345K -7,590 -11%
SIA
1104
Schechter Investment Advisors
Michigan
$3.08M +$278K +6,102 +10%
BFPW
1105
BOK Financial Private Wealth
Colorado
$3.08M -$207K -4,554 -7%
SDIC
1106
South Dakota Investment Council
South Dakota
$3.07M – – –
CWS
1107
Confluence Wealth Services
Pennsylvania
$3.06M +$74.8K +1,644 +3%
DI
1108
DFPG Investments
Utah
$3.06M +$1.5M +33,063 +114%
CT
1109
Chicago Trust
Illinois
$3.05M -$286K -6,279 -9%
BP
1110
Ballentine Partners
Massachusetts
$3.05M +$90.1K +1,980 +3%
HCM
1111
Hudson Capital Management
New Jersey
$3.04M +$212K +4,654 +8%
HNW
1112
High Note Wealth
Minnesota
$3.04M -$55.3K -1,216 -2%
DMBA
1113
Deseret Mutual Benefit Administrators
Utah
$3.04M -$1.95M -42,851 -40%
RPC
1114
Rossmore Private Capital
Connecticut
$3.02M +$21.2K +465 +0.7%
MP
1115
McDonald Partners
Ohio
$3.02M +$148K +3,249 +5%
WANY
1116
Wealthspire Advisors (New York)
New York
$3.02M +$299K +6,563 +12%
EL
1117
Essex LLC
Illinois
$3.02M +$92.9K +2,041 +3%
MFFIA
1118
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$3.01M +$2.88M +63,225 New
PIA
1119
Petredis Investment Advisors
Pennsylvania
$2.98M +$2.85M +62,610 New
LTI
1120
Laffer Tengler Investments
Tennessee
$2.97M +$718K +15,766 +34%
FNB
1121
Farmers National Bank
Kentucky
$2.96M -$57.9K -1,271 -2%
UA
1122
Unison Advisors
District of Columbia
$2.95M – – –
DGAM
1123
Desjardins Global Asset Management
Quebec, Canada
$2.94M -$1.54M -33,816 -35%
BONH
1124
Bank of New Hampshire
New Hampshire
$2.94M -$191K -4,191 -6%
WTA
1125
Washington Trust Advisors
Massachusetts
$2.94M -$105K -2,307 -4%
43 44
45
46 47