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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1601
Athena Investment Management
California
$614K -$13.1K -132 -2%
EL
1602
Essex LLC
Illinois
$613K -$39.1K -395 -6%
AAM
1603
Aureus Asset Management
Massachusetts
$612K +$99 +1 +0%
WG
1604
Winton Group
United Kingdom
$609K -$1.52M -15,397 -71%
JFA
1605
JNBA Financial Advisors
Minnesota
$609K -$10.8K -109 -2%
CSIC
1606
Clifford Swan Investment Counsel
California
$608K -$10.1K -102 -2%
UAS
1607
United Asset Strategies
New York
$604K +$27.5K +278 +5%
MS
1608
Maven Securities
Jersey
$604K +$627K +6,333 New
SF
1609
Summit Financial
New Jersey
$602K +$62K +626 +11%
CLOS
1610
Compagnie Lombard Odier SCmA
Switzerland
$601K – – –
ST
1611
Sabal Trust
Florida
$601K +$5.94K +60 +1%
PAM
1612
Premier Asset Management
Illinois
$600K +$162K +1,637 +35%
PWMAG
1613
Pinnacle Wealth Management Advisory Group
New Jersey
$597K +$346K +3,495 +126%
MCC
1614
Money Concepts Capital
Florida
$596K +$77.2K +780 +14%
CCM
1615
Cribstone Capital Management
Maine
$593K +$11.3K +114 +2%
WSFS
1616
Wilmington Savings Fund Society
Delaware
$592K -$24.5K -248 -4%
MWPCG
1617
Measured Wealth Private Client Group
New Hampshire
$589K +$60K +606 +11%
CWM
1618
Connecticut Wealth Management
Connecticut
$588K -$75.3K -761 -11%
PIFP
1619
Partners in Financial Planning
Virginia
$585K -$24.7K -250 -4%
CAM
1620
Campion Asset Management
Virginia
$584K – – –
SMH
1621
Sanders Morris Harris
Texas
$584K – – –
IP
1622
Ignite Planners
California
$584K +$81.7K +825 +16%
FPAS
1623
Focus Partners Advisor Solutions
Missouri
$584K +$190K +1,920 +46%
WOSD
1624
WFA of San Diego
California
$582K +$594 +6 +0.1%
IA
1625
Insight Advisors
Pennsylvania
$581K +$24.1K +243 +4%
63 64
65
66 67