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Name Holding Trade Value Shares
Change 		Change in
Stake
BBWA
1001
Bell & Brown Wealth Advisors
California
$5.42M +$45.7K +316 +0.8%
WP
1002
WMS Partners
Maryland
$5.42M +$136K +941 +2%
PC
1003
Permanens Capital
New York
$5.39M -$1.11M -7,669 -16%
JG
1004
Jefferies Group
New York
$5.38M -$24.6M -169,875 -81%
RWM
1005
RKL Wealth Management
Pennsylvania
$5.38M +$98.2K +679 +2%
LWANC
1006
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.36M +$56.7K +392 +1%
MHC
1007
Meyer Handelman Company
New York
$5.36M +$708K +4,900 +14%
FF
1008
Fluent Financial
Texas
$5.35M -$92.2K -638 -2%
MIH
1009
Meitav Investment House
Israel
$5.35M +$4.5M +31,150 +399%
SBL
1010
Sargent Bickham Lagudis
Colorado
$5.33M +$266K +1,837 +5%
BCM
1011
Buckhead Capital Management
Georgia
$5.31M +$149K +1,031 +3%
ACA
1012
Aptus Capital Advisors
Alabama
$5.3M +$708K +4,900 +15%
PBC
1013
Pavion Blue Capital
California
$5.28M +$488K +3,379 +10%
CIP
1014
Chartwell Investment Partners
Pennsylvania
$5.27M +$434 +3 +0%
WKWM
1015
Walter & Keenan Wealth Management
Indiana
$5.22M -$1.3K -9 -0%
PP
1016
Paloma Partners
Connecticut
$5.22M +$4.76M +32,936 +641%
FFWA
1017
FRG Family Wealth Advisors
Washington
$5.21M -$73K -505 -1%
AM
1018
Account Management
Massachusetts
$5.2M – – –
FM
1019
Family Management
New York
$5.19M +$224K +1,550 +4%
EVM
1020
Evelyn V. Moreno
$5.18M -$70.4K -487 -1%
MYIA
1021
Mount Yale Investment Advisors
Colorado
$5.17M +$500K +3,458 +10%
FMTC
1022
Farmers & Merchants Trust Company
California
$5.16M +$100K +693 +2%
SIP
1023
Stoneridge Investment Partners
Pennsylvania
$5.16M – – –
CIM
1024
Contrarius Investment Management
Jersey
$5.15M -$233K -1,614 -4%
TI
1025
Tidal Investments
Wisconsin
$5.15M +$259K +1,795 +5%
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