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Name Holding Trade Value Shares
Change 		Change in
Stake
CMANY
1001
Capital Management Associates (New York)
New York
$931K +$803K +9,000 New
CW
1002
CreativeOne Wealth
Kansas
$931K +$136K +1,525 +20%
PBK
1003
Peoples Bank (Kansas)
Kansas
$929K -$4.46K -50 -0.6%
SSWM
1004
Smith Salley Wealth Management
North Carolina
$929K -$10.1K -113 -1%
MIM
1005
MTM Investment Management
South Carolina
$928K -$46.1K -516 -5%
BWM
1006
Brown Wealth Management
Illinois
$922K -$272K -3,044 -25%
SAM
1007
Strategy Asset Managers
California
$921K -$3.57K -40 -0.4%
IHL
1008
Investment House LLC
California
$919K +$82.4K +923 +12%
DWT
1009
Dorsey & Whitney Trust
South Dakota
$914K +$8.39K +94 +1%
BAAM
1010
Baker Avenue Asset Management
California
$909K +$114K +1,279 +17%
WT
1011
Whittier Trust
California
$903K +$38.8K +435 +5%
LFG
1012
Larson Financial Group
Missouri
$900K +$67.7K +758 +10%
EHC
1013
Everett Harris & Co
California
$899K -$89 -1 -0%
CIA
1014
Choate Investment Advisors
Massachusetts
$899K +$1.43K +16 +0.2%
AG
1015
Algert Global
California
$897K +$774K +8,670 New
SLT
1016
St Louis Trust
Missouri
$895K – – –
WAP
1017
Wealthcare Advisory Partners
Pennsylvania
$893K -$102K -1,146 -12%
TSWM
1018
Triangle Securities Wealth Management
North Carolina
$885K -$29.7K -333 -4%
LS
1019
Livforsakringsbolaget Skandia
Sweden
$877K -$80.3K -900 -10%
KCP
1020
Kera Capital Partners
California
$877K +$30.9K +346 +4%
GSB
1021
Greenfield Savings Bank
Massachusetts
$876K -$71.9K -806 -9%
KCFA
1022
Key Client Fiduciary Advisors
New Jersey
$875K +$25.6K +287 +4%
MWM
1023
Modern Wealth Management
Kansas
$874K +$305K +3,416 +68%
HIMC
1024
Heritage Investors Management Corp
Maryland
$873K -$52.9K -593 -7%
MA
1025
MCF Advisors
Kentucky
$866K +$37.5K +420 +5%
39 40
41
42 43