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Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1326
Barrett & Company
Rhode Island
$845K +$27.8K +331 +3%
PHIC
1327
Pine Haven Investment Counsel
Massachusetts
$845K +$7.97K +95 +0.8%
FIM
1328
Freedom Investment Management
Connecticut
$841K -$102K -1,218 -10%
BP
1329
Ballentine Partners
Massachusetts
$840K -$146K -1,742 -13%
WJWM
1330
Williams Jones Wealth Management
New York
$839K -$419K -4,996 -31%
LB
1331
Leo Brokerage
Texas
$838K +$946K +11,282 New
GEA
1332
Glen Eagle Advisors
New Jersey
$838K +$335 +4 +0%
PSC
1333
Portman Square Capital
United Kingdom
$836K -$69.9K -834 -7%
EWA
1334
EverSource Wealth Advisors
Alabama
$832K +$65.8K +785 +8%
PWM
1335
Prentice Wealth Management
New York
$832K -$38K -453 -4%
QCG
1336
Quadrant Capital Group
Ohio
$827K -$162K -1,934 -15%
FNFDCM
1337
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$826K -$58.5K -698 -6%
IAIM
1338
International Assets Investment Management
Florida
$825K -$69.4K -828 -7%
KJWM
1339
Kiley Juergens Wealth Management
Washington
$824K +$17.2K +205 +2%
RFN
1340
RDA Financial Network
Iowa
$820K +$38.5K +459 +4%
AIM
1341
Arcadia Investment Management
Michigan
$817K – – –
SAM
1342
Secure Asset Management
Michigan
$815K -$27.7K -330 -3%
AC
1343
AXQ Capital
New Jersey
$815K +$920K +10,968 New
BL
1344
Balentine LLC
Georgia
$814K -$1.4M -16,654 -60%
RA
1345
Rational Advisors
New York
$813K +$917K +10,938 New
FANJ
1346
Financial Architects (New Jersey)
New Jersey
$811K -$19.6K -234 -2%
BHB
1347
Bank Hapoalim BM
Israel
$811K +$488K +5,819 +114%
SIG
1348
Sargent Investment Group
Maryland
$811K +$10.5K +125 +1%
CF
1349
Clarity Financial
Texas
$808K -$6.3M -75,112 -87%
FFA
1350
Founders Financial Alliance
North Carolina
$805K -$28K -334 -3%
52 53
54
55 56