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Name Holding Trade Value Shares
Change 		Change in
Stake
B
1301
Bailard
California
$1.33M +$171K +1,906 +15%
OIA
1302
Optimum Investment Advisors
Illinois
$1.33M -$40.9K -457 -3%
WPW
1303
Waldron Private Wealth
Pennsylvania
$1.33M +$4.3K +48 +0.3%
GPA
1304
Garrison Point Advisors
California
$1.32M -$58K -648 -4%
WA1
1305
Wimmer Associates 1
California
$1.32M -$427K -4,766 -24%
ANRIA
1306
American National Registered Investment Advisor
Texas
$1.32M – – –
SWRP
1307
Summit Wealth & Retirement Planning
California
$1.31M -$15.2K -170 -1%
MOS
1308
MGO One Seven
Ohio
$1.31M +$57.2K +639 +5%
RCA
1309
Resonant Capital Advisors
Wisconsin
$1.3M -$479K -5,350 -27%
CPIG
1310
Chicago Partners Investment Group
Illinois
$1.3M +$16.4K +183 +1%
RCA
1311
Ranch Capital Advisors
Florida
$1.3M +$136K +1,521 +12%
CWM
1312
Cordatus Wealth Management
Pennsylvania
$1.3M +$17.6K +197 +1%
RCM
1313
RB Capital Management
Nevada
$1.3M +$41.7K +466 +3%
SAM
1314
Sompo Asset Management
Japan
$1.3M -$4.65M -51,900 -78%
KF
1315
Krilogy Financial
Missouri
$1.3M +$953K +10,640 +273%
WAM
1316
Winslow Asset Management
Ohio
$1.29M +$7.88K +88 +0.6%
AIM
1317
Anchor Investment Management
South Carolina
$1.29M -$72.2K -806 -5%
ST
1318
Spinnaker Trust
Maine
$1.29M -$409K -4,565 -24%
CB
1319
Cadence Bank
Mississippi
$1.29M -$97K -1,084 -7%
BIC
1320
Beach Investment Counsel
Pennsylvania
$1.28M -$440K -4,914 -25%
NC
1321
NovaPoint Capital
Georgia
$1.28M +$83.2K +929 +7%
PMG
1322
ProVise Management Group
Florida
$1.28M -$8.68K -97 -0.7%
SIC
1323
Salem Investment Counselors
North Carolina
$1.28M -$43.2K -482 -3%
PPP
1324
Private Portfolio Partners
New Jersey
$1.27M -$129K -1,446 -9%
WA
1325
WP Advisors
California
$1.27M +$1.28M +14,277 New
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