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Name Holding Trade Value Shares
Change 		Change in
Stake
BCP
1301
Blue Chip Partners
Michigan
$515K +$35.6K +477 +6%
SWMG
1302
Signature Wealth Management Group
Georgia
$514K -$10.8K -145 -2%
CBU
1303
CIBC Bank USA
Illinois
$513K -$97.7K -1,309 -14%
CIM
1304
CIM Investment Management
Pennsylvania
$512K -$682K -9,134 -54%
LJHT
1305
Laurie J. Hall Trustee
$509K -$5.6K -75 -1%
WIC
1306
Whitegate Investment Counselors
New Hampshire
$509K +$16.8K +225 +3%
ACS
1307
Archford Capital Strategies
Illinois
$508K -$48.3K -647 -8%
RG
1308
Rikoon Group
New Mexico
$503K -$5.75K -77 -1%
BJL
1309
Brighton Jones LLC
Washington
$502K +$448 +6 +0.1%
AAIM
1310
Asset Advisors Investment Management
Georgia
$498K – – –
WPW
1311
Waldron Private Wealth
Pennsylvania
$498K +$85.5K +1,145 +18%
PFS
1312
Prospera Financial Services
Texas
$494K -$84.1K -1,127 -13%
CFGS
1313
Concourse Financial Group Securities
Alabama
$494K +$319K +4,274 +131%
MFP
1314
Meridian Financial Partners
Virginia
$494K +$563K +7,546 New
BPCE
1315
Bank Pictet & Cie (Europe)
Germany
$493K +$562K +7,525 New
AL
1316
Aspiriant LLC
California
$492K -$140K -1,872 -20%
WIM
1317
Westside Investment Management
California
$491K +$27.8K +373 +5%
WCA
1318
Westover Capital Advisors
Delaware
$491K +$560K +7,499 New
BPB
1319
Badgley, Phelps & Bell
Washington
$490K +$116K +1,553 +26%
DAM
1320
Diamant Asset Management
Connecticut
$489K -$54.1K -725 -9%
LWAC
1321
Laurel Wealth Advisors (California)
California
$487K -$7.39K -99 -1%
ECG
1322
Edge Capital Group
Georgia
$487K +$555K +7,429 New
QPWM
1323
Quadrant Private Wealth Management
Pennsylvania
$486K +$150K +2,016 +37%
CBT
1324
Capital Bank & Trust
California
$484K +$149K +1,994 +37%
LSAG
1325
Lake Street Advisors Group
New Hampshire
$482K +$131K +1,749 +31%
51 52
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