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Name Holding Trade Value Shares
Change 		Change in
Stake
WCA
601
Westover Capital Advisors
Delaware
$770K -$98.6K -441 -14%
WCM
602
Washburn Capital Management
Florida
$766K -$930K -4,158 -60%
AIS
603
AM Investment Strategies
Tennessee
$762K +$338K +1,511 +124%
OWA
604
Octavia Wealth Advisors
Ohio
$758K +$87.7K +392 +17%
CAG
605
Crestwood Advisors Group
Massachusetts
$750K +$11.2K +50 +2%
HIIFS
606
Harel Insurance Investments & Financial Services
Israel
$741K -$2.21M -9,872 -79%
ANRIA
607
American National Registered Investment Advisor
Texas
$741K -$4.47K -20 -0.7%
9WM
608
9258 Wealth Management
Ohio
$735K +$106K +472 +22%
B
609
Bailard
California
$734K -$1.47M -6,552 -71%
MPM
610
Meritage Portfolio Management
Kansas
$734K – – –
NL
611
NWAM LLC
Washington
$734K +$11.2K +50 +2%
BAM
612
Berkshire Asset Management
Pennsylvania
$726K +$197K +880 +51%
TIS
613
Tortoise Index Solutions
Kansas
$720K -$61.7K -276 -10%
DAS
614
Dynamic Advisor Solutions
Arizona
$706K -$8.05K -36 -1%
BOC
615
Barbara Oil Co
Illinois
$700K – – –
TWM
616
Triton Wealth Management
Arizona
$699K -$79.4K -355 -13%
TC
617
Teilinger Capital
Texas
$699K +$559K +2,500 New
SDH
618
Sloy Dahl & Holst
Washington
$693K – – –
3F
619
360 Financial
Minnesota
$691K +$22.4K +100 +4%
PG
620
Pendal Group
Australia
$690K -$1.56M -6,989 -74%
SFG
621
Sovereign Financial Group
Connecticut
$690K – – –
MCC
622
Malaga Cove Capital
California
$678K +$542K +2,425 New
CMI
623
Clare Market Investments
Texas
$677K -$950K -4,250 -64%
GEA
624
Glen Eagle Advisors
New Jersey
$676K -$2.01K -9 -0.4%
AC
625
Avestar Capital
New York
$659K +$10.3K +46 +2%
23 24
25
26 27