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Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
676
Carnegie Investment Counsel
Ohio
$562K +$151K +11,379 +43%
KA
677
Kercheville Advisors
Texas
$562K +$503K +37,800 New
IAN
678
Integrated Advisors Network
Texas
$561K +$121K +9,076 +32%
AWA
679
Acorn Wealth Advisors
Michigan
$559K -$101K -7,570 -17%
RJT
680
Raymond James Trust
Florida
$559K -$3.43K -258 -0.7%
HIMC
681
Heritage Investors Management Corp
Maryland
$551K +$1.33K +100 +0.3%
RSWM
682
Robertson Stephens Wealth Management
California
$548K +$1.17K +88 +0.2%
FWM
683
Frontier Wealth Management
Missouri
$548K +$60.7K +4,568 +14%
FFG
684
Fortem Financial Group
California
$545K +$81.1K +6,100 +20%
CIA
685
Cohen Investment Advisors
New Hampshire
$539K +$1.34K +101 +0.3%
WT
686
Whittier Trust
California
$539K +$341K +25,655 +241%
LAM
687
L2 Asset Management
Massachusetts
$539K +$483K +36,304 New
CPSC
688
Carl P. Sherr & Co
Massachusetts
$538K +$482K +36,230 New
WMA
689
Wealth Management Associates
New Jersey
$538K +$331K +24,870 +220%
TFS
690
TrustCore Financial Services
Tennessee
$535K +$1.33K +100 +0.3%
TWP
691
Tempus Wealth Planning
California
$535K +$19.9K +1,500 +4%
CP
692
Camelot Portfolios
Ohio
$533K -$13 -1 -0%
JIC
693
Johnson Investment Counsel
Ohio
$532K +$2.66K +200 +0.6%
SCA
694
Stonebridge Capital Advisors
Minnesota
$532K +$8.97K +675 +2%
WAAG
695
Wealth Alliance Advisory Group
Kansas
$529K -$14.6K -1,100 -3%
VCA
696
Verdence Capital Advisors
Maryland
$523K +$28.7K +2,160 +7%
IP
697
Investment Partners
Ohio
$517K – – –
ARC
698
Advisor Resource Council
Texas
$514K +$460K +34,605 New
WG
699
Winton Group
United Kingdom
$512K -$4.43M -333,062 -91%
RFM
700
Royal Fund Management
Florida
$510K -$66.5K -5,000 -13%
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