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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1701
Calton & Associates
Florida
$1.77M +$143K +821 +9%
EWA
1702
Etesian Wealth Advisors
Oregon
$1.77M +$1.72M +9,857 New
FTC
1703
Farmers Trust Company
Ohio
$1.77M +$87.8K +503 +5%
WPC
1704
Wedmont Private Capital
Pennsylvania
$1.77M +$214K +1,227 +14%
FWM
1705
Fairhaven Wealth Management
Illinois
$1.77M +$1.72M +9,842 New
BCM
1706
Bourgeon Capital Management
Connecticut
$1.77M +$8.9K +51 +0.5%
CPO
1707
Cerity Partners OCIO
New York
$1.75M +$165K +945 +11%
CSC
1708
Caldwell Sutter Capital
California
$1.75M +$1.7M +9,751 New
CHAM
1709
Clear Harbor Asset Management
Connecticut
$1.75M -$17.5K -100 -1%
DBRC
1710
D.B. Root & Company
Pennsylvania
$1.74M -$16.9K -97 -1%
TA
1711
TCM Advisors
West Virginia
$1.74M – – –
CC
1712
Chicago Capital
Illinois
$1.74M +$8.9K +51 +0.5%
MCM
1713
McKinley Capital Management
Alaska
$1.74M -$74.2K -425 -4%
SAM
1714
Sawgrass Asset Management
Florida
$1.73M -$213K -1,221 -11%
HNWAG
1715
High Net Worth Advisory Group
Florida
$1.73M -$29.5K -169 -2%
FIB
1716
First Interstate Bank
Montana
$1.73M -$18.3K -105 -1%
FFWA
1717
FRG Family Wealth Advisors
Washington
$1.73M +$4.36K +25 +0.3%
FCA
1718
FinTrust Capital Advisors
South Carolina
$1.73M -$71.2K -408 -4%
SFP
1719
Sandbox Financial Partners
Maryland
$1.72M +$587K +3,365 +54%
BAM
1720
BOS Asset Management
Illinois
$1.72M +$1.67M +9,587 New
SFFS
1721
Stonehage Fleming Financial Services
Jersey
$1.72M -$96K -550 -5%
AFG
1722
AFS Financial Group
Maryland
$1.71M +$1.66M +9,537 New
TGAM
1723
TBH Global Asset Management
Tennessee
$1.71M -$52.4K -300 -3%
JAFL
1724
Jay A. Fishman Ltd
Michigan
$1.71M +$8.72K +50 +0.5%
WIA
1725
World Investment Advisors
California
$1.71M -$102K -585 -6%
67 68
69
70 71