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Name Holding Trade Value Shares
Change 		Change in
Stake
MIA
701
MMBG Investment Advisors
Florida
$551K – – –
GCM
702
Gibraltar Capital Management
Oklahoma
$549K +$685K +48,982 New
BCP
703
Blue Chip Partners
Michigan
$548K -$18K -1,286 -3%
DT
704
Diversified Trust
Tennessee
$547K +$122K +8,744 +22%
EWM
705
Executive Wealth Management
Michigan
$546K -$671K -47,923 -99%
PG
706
Pendal Group
Australia
$545K -$60.8K -4,345 -8%
GRP
707
Global Retirement Partners
California
$545K +$117K +8,343 +26%
ACM
708
Absolute Capital Management
Pennsylvania
$543K +$521K +37,205 +329%
TFGT
709
TS Financial Group (TSFG)
Illinois
$543K +$2.55K +182 +0.4%
CI
710
Cigna Investments
Connecticut
$542K -$33.7K -2,409 -5%
CIG
711
Cairn Investment Group
Washington
$541K -$4.17K -298 -0.6%
AA
712
ALPS Advisors
Colorado
$541K +$676K +48,303 New
MA
713
MONECO Advisors
Connecticut
$536K -$31.3K -2,235 -4%
AWM
714
Axxcess Wealth Management
California
$536K +$273K +19,507 +69%
WAM
715
WFA Asset Management
Wisconsin
$535K +$177K +12,617 +36%
PTC
716
Private Trust Company
Ohio
$530K +$75.4K +5,385 +13%
ACM
717
Advance Capital Management
Michigan
$529K +$14.3K +1,025 +2%
NLP
718
Next Level Private
New York
$526K +$589K +42,081 New
BSSFA
719
Baron Silver Stevens Financial Advisors
Florida
$524K -$21.8K -1,559 -14%
HIMC
720
Heritage Investors Management Corp
Maryland
$524K -$15.4K -1,102 -2%
PIM
721
Profit Investment Management
Maryland
$522K – – –
CPWA
722
Cerro Pacific Wealth Advisors
California
$518K -$1.58K -113 -0.2%
VWM
723
Vigilare Wealth Management
Arizona
$515K -$353K -25,230 -35%
CAM
724
Carret Asset Management
New York
$514K +$42K +3,002 +7%
ZF
725
Zhang Financial
Michigan
$511K +$202K +14,442 +46%
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