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Name Holding Trade Value Shares
Change 		Change in
Stake
CSIC
826
Clifford Swan Investment Counsel
California
$132K – – –
AWM
827
Altium Wealth Management
New York
$132K +$13.4K +1,486 +12%
JFGIW
828
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$131K -$813K -90,393 -87%
CLOS
829
Compagnie Lombard Odier SCmA
Switzerland
$131K -$56.2K -6,252 -31%
GI
830
Gradient Investments
Minnesota
$131K -$23.3K -2,588 -15%
FCA
831
FinTrust Capital Advisors
South Carolina
$131K -$11.3K -1,255 -8%
TAM
832
Trust Asset Management
Texas
$131K -$1.01K -112 -0.8%
RG
833
Rathbones Group
United Kingdom
$131K – – –
NGA
834
Naples Global Advisors
Florida
$130K -$28.3K -3,150 -18%
WSCM
835
Wellington Shields Capital Management
New York
$130K -$18K -2,000 -12%
ONST
836
Old North State Trust
North Carolina
$130K -$746 -83 -0.6%
P
837
&Partners
Tennessee
$130K +$16.9K +1,884 +16%
UAS
838
United Asset Strategies
New York
$130K +$28.8K +3,199 +30%
SCM
839
Southport Capital Management
Tennessee
$129K -$316K -35,163 -72%
TWM
840
Titus Wealth Management
California
$129K -$33.9K -3,773 -21%
PFPT
841
Pinnacle Financial Partners (Tennessee)
Tennessee
$129K -$6.67K -742 -5%
KMWM
842
Keudell/Morrison Wealth Management
Oregon
$129K -$5.52K -614 -4%
TNB
843
Thomasville National Bank
Georgia
$129K – – –
WANY
844
Wealthspire Advisors (New York)
New York
$129K +$28.9K +3,217 +30%
LA
845
LVW Advisors
New York
$128K +$63 +7 +0.1%
CG
846
Caprock Group
Idaho
$128K +$1.49K +166 +1%
CWP
847
Capital Wealth Planning
Florida
$126K -$51.2K -5,700 -30%
SFG
848
SNS Financial Group
Minnesota
$126K – – –
AAM
849
American Asset Management
Florida
$125K -$28.2K -3,135 -19%
XF
850
XML Financial
Maryland
$125K +$121K +13,465 New
32 33
34
35 36