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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1251
Shamrock Asset Management
Texas
$409K +$17.7K +224 +5%
GRP
1252
Global Retirement Partners
California
$409K +$79.8K +1,009 +25%
CCP
1253
Corient Capital Partners
California
$407K -$91.7K -1,159 -19%
HWA
1254
Heritage Wealth Advisors
Virginia
$406K +$68.9K +871 +21%
CAM
1255
Covenant Asset Management
New Jersey
$396K -$862K -10,892 -69%
GCC
1256
Guardian Capital (Canada)
Ontario, Canada
$394K -$7.13M -90,199 -95%
DMC
1257
Drexel Morgan & Co
Pennsylvania
$393K – – –
PA
1258
Parallel Advisors
California
$392K -$182K -2,303 -30%
BLA
1259
Balter Liquid Alternatives
Massachusetts
$391K – – –
BWM
1260
Biltmore Wealth Management
Arizona
$390K -$7.59K -96 -2%
MWAC
1261
Mariner Wealth Advisors (Cincinnati)
Ohio
$386K -$130K -1,648 -26%
CCA
1262
Cobblestone Capital Advisors
New York
$386K -$3.96K -50 -1%
HFA
1263
High Falls Advisors
New York
$386K +$376K +4,749 New
MC
1264
Mathes Company
New York
$381K -$105K -1,325 -22%
CCMG
1265
Clark Capital Management Group
Pennsylvania
$381K +$371K +4,687 New
SCA
1266
Sippican Capital Advisors
Massachusetts
$377K -$9.49K -120 -3%
LOAMS
1267
Lombard Odier Asset Management (Switzerland)
Switzerland
$374K – – –
HIC
1268
Holderness Investments Company
North Carolina
$369K -$32.7K -413 -8%
DA
1269
Dillon & Associates
Michigan
$368K -$65.7K -830 -15%
WIM
1270
Westside Investment Management
California
$368K +$199K +2,521 +104%
GT
1271
Greenleaf Trust
Michigan
$365K -$44.6K -564 -11%
WPW
1272
Waldron Private Wealth
Pennsylvania
$364K +$65.3K +825 +23%
TCM
1273
Tradewinds Capital Management
Washington
$361K +$237 +3 +0.1%
BCP
1274
Blue Chip Partners
Michigan
$360K +$49.1K +621 +16%
PJSIMP
1275
P.J. Schmidt Investment Management (PJS)
Wisconsin
$358K -$1.49M -18,894 -81%
49 50
51
52 53