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Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
1476
Ipswich Investment Management
Massachusetts
$314K – – –
AA
1477
Acorns Advisers
California
$314K -$33.3K -373 -11%
LWP
1478
LeClair Wealth Partners
Ohio
$314K +$271K +3,032 New
HTHT
1479
Hemenway Trust Hemenway Trust
New Hampshire
$312K – – –
WCM
1480
Windsor Capital Management
Arizona
$311K – – –
LCC
1481
Lincoln Capital Corp
Rhode Island
$310K -$89.3K -1,000 -25%
ANBOT
1482
American National Bank of Texas
Texas
$310K – – –
VF
1483
Vawter Financial
Ohio
$310K – – –
QWM
1484
Quadcap Wealth Management
Texas
$310K +$267K +2,993 New
MC
1485
Matisse Capital
Oregon
$309K +$267K +2,990 New
LF
1486
Lighthouse Financial
Florida
$308K – – –
SIC
1487
Sigma Investment Counselors
Michigan
$308K +$265K +2,972 New
IP
1488
Ignite Planners
California
$307K +$265K +2,968 New
GWM
1489
GK Wealth Management
Nevada
$307K +$265K +2,964 New
FG
1490
Fiduciary Group
Georgia
$306K -$625 -7 -0.2%
SC
1491
Sepio Capital
Utah
$305K -$10K -112 -4%
SAM
1492
Secure Asset Management
Michigan
$304K -$79.5K -891 -23%
GVAG
1493
Great Valley Advisor Group
Delaware
$304K +$262K +2,935 New
SS
1494
SBI Securities
Japan
$304K -$11.5K -129 -4%
CLOS
1495
Compagnie Lombard Odier SCmA
Switzerland
$303K +$18.9K +212 +8%
GPW
1496
Genesis Private Wealth
Virginia
$301K +$259K +2,905 New
TIA
1497
Traphagen Investment Advisors
New Jersey
$300K +$268 +3 +0.1%
GS
1498
GTS Securities
Florida
$300K -$97.7K -1,094 -27%
MC
1499
Middleton & Co
Massachusetts
$300K – – –
FA
1500
FDx Advisors
Illinois
$300K +$259K +2,902 New
58 59
60
61 62