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Name Holding Trade Value Shares
Change 		Change in
Stake
IHL
1351
Investment House LLC
California
$720K -$8.36K -75 -1%
CIM
1352
CIM Investment Management
Pennsylvania
$715K – – –
CPO
1353
Cerity Partners OCIO
New York
$713K +$62.3K +559 +9%
PG
1354
Patten Group
Tennessee
$712K -$60.7K -545 -7%
SGAM
1355
Steinberg Global Asset Management
Florida
$706K +$32K +287 +4%
RW
1356
Rand Wealth
Maryland
$705K -$14.4K -129 -2%
IA
1357
Icon Advisers
Colorado
$704K -$5.43M -48,680 -88%
GHAM
1358
Gilman Hill Asset Management
Connecticut
$704K +$161K +1,445 +27%
SHWM
1359
Smith & Howard Wealth Management
Georgia
$703K -$49.7K -446 -6%
AFP
1360
Ausdal Financial Partners
Iowa
$703K +$746K +6,690 New
CA
1361
Cornerstone Advisory
Maryland
$703K +$746K +6,695 New
MC
1362
Middleton & Co
Massachusetts
$702K +$94.7K +850 +15%
BRWM
1363
B. Riley Wealth Management
Tennessee
$701K +$69.1K +620 +10%
DIA
1364
Davidson Investment Advisors
Montana
$701K +$669K +6,000 +889%
FNBOH
1365
First National Bank of Hutchinson
Kansas
$699K – – –
CRIG
1366
Charter Research & Investment Group
Connecticut
$699K +$474K +4,250 +177%
PL
1367
Parthenon LLC
Kentucky
$698K +$9.14K +82 +1%
CS
1368
Comerica Securities
Michigan
$697K -$62.6K -562 -8%
SGS
1369
Sterling Global Strategies
California
$688K +$10.3K +92 +1%
TPW
1370
Tiller Private Wealth
Pennsylvania
$688K +$730K +6,546 New
DA
1371
Dunvegan Associates
California
$686K -$5.35K -48 -0.7%
SPC
1372
Stewart & Patten Company
California
$685K +$557 +5 +0.1%
MWM
1373
Mission Wealth Management
California
$681K -$16K -144 -2%
PPSG
1374
Princeton Portfolio Strategies Group
New Jersey
$680K +$348K +3,120 +93%
QCMC
1375
Quantum Capital Management (California)
California
$677K -$9.14K -82 -1%
53 54
55
56 57