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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1301
Professional Planning
California
$3.76M +$670K +3,757 +20%
SFG
1302
Summit Financial Group
West Virginia
$3.75M +$458K +2,569 +13%
PBT
1303
Pictet Bank & Trust
Bahamas
$3.75M +$185K +1,040 +5%
CCM
1304
Condor Capital Management
New Jersey
$3.73M +$51.5K +289 +1%
BFC
1305
Bedel Financial Consulting
Indiana
$3.73M +$3.74K +21 +0.1%
AMG
1306
Asset Management Group
Connecticut
$3.72M -$505K -2,831 -11%
SWM
1307
SeaCrest Wealth Management
New York
$3.72M +$59.7K +335 +2%
LSA
1308
L & S Advisors
California
$3.71M +$187K +1,050 +5%
MMC
1309
Mizuho Markets Cayman
Cayman Islands
$3.7M -$4.44M -24,902 -53%
CCG
1310
Ceeto Capital Group
Florida
$3.7M – – –
SA
1311
Strategic Advisors
New York
$3.69M +$864K +4,846 +29%
VM
1312
Venator Management
Pennsylvania
$3.69M -$246K -1,380 -6%
NIC
1313
Northwest Investment Counselors
Oregon
$3.69M -$64.9K -364 -2%
EWM
1314
Endurance Wealth Management
Rhode Island
$3.69M -$25K -140 -0.6%
IMRF
1315
Illinois Municipal Retirement Fund
Illinois
$3.69M – – –
CBTWT
1316
Community Bank & Trust (Waco, Texas)
Texas
$3.68M +$165K +925 +4%
HAIM
1317
Hunter Associates Investment Management
Pennsylvania
$3.67M +$535K +3,000 +16%
QPWM
1318
Quadrant Private Wealth Management
Pennsylvania
$3.66M +$116K +648 +3%
IB
1319
Intrust Bank
Kansas
$3.66M -$107K -598 -3%
DAM
1320
Diamant Asset Management
Connecticut
$3.65M +$3.85M +21,608 New
WCM
1321
Weik Capital Management
Pennsylvania
$3.65M -$356K -2,000 -8%
BCM
1322
Boltwood Capital Management
California
$3.63M +$356 +2 +0%
RDWM
1323
Red Door Wealth Management
Tennessee
$3.62M +$468K +2,626 +14%
HI
1324
Hendershot Investments
Virginia
$3.61M +$3.56M +19,993 +1,501%
KFA
1325
Kelleher Financial Advisors
New York
$3.61M +$584K +3,277 +18%
51 52
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