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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
876
Stonebridge Capital Management
California
$159K -$12.3K -1,000 -8%
AIM
877
Aspen Investment Management
Michigan
$159K – – –
CFA
878
Camarda Financial Advisors
Florida
$159K +$6.82K +554 +5%
NWP
879
Northstar Wealth Partners
Connecticut
$159K +$9.79K +795 +7%
NWS
880
Newport Wealth Strategies
California
$159K +$178K +14,466 New
GLI
881
Guardian Life Insurance
New York
$158K +$46.3K +3,764 +42%
SMH
882
Sanders Morris Harris
Texas
$156K -$36.9K -3,000 -19%
KWMG
883
King Wealth Management Group
Florida
$156K -$702 -57 -0.5%
SIM
884
SSI Investment Management
California
$156K -$246 -20 -0.2%
AW
885
Alpha Windward
Massachusetts
$156K +$1.81K +147 +1%
PFS
886
Physicians Financial Services
North Carolina
$155K -$30.8K -2,500 -17%
BIA
887
Barry Investment Advisors
Massachusetts
$155K +$997 +81 +0.7%
PMFA
888
Plante Moran Financial Advisors
Michigan
$154K +$14.8K +1,198 +11%
NCM
889
Novare Capital Management
North Carolina
$154K +$152K +12,308 New
TAM
890
Trust Asset Management
Texas
$153K – – –
MWM
891
Mission Wealth Management
California
$152K +$10.4K +842 +7%
AA
892
Apriem Advisors
California
$151K +$14.1K +1,143 +10%
GC
893
Gilbert & Cook
Iowa
$150K +$147K +11,972 New
GCA
894
Gideon Capital Advisors
New York
$149K -$61.4K -4,985 -30%
SDWMA
895
Schneider Downs Wealth Management Advisors
Pennsylvania
$149K -$29.4K -2,390 -17%
PA
896
Probity Advisors
Texas
$149K -$18.5K -1,504 -11%
MWM
897
Modera Wealth Management
New Jersey
$148K +$145K +11,811 New
EWM
898
Evercore Wealth Management
New York
$147K – – –
TPW
899
Tiller Private Wealth
Pennsylvania
$147K +$12.6K +1,023 +9%
SWM
900
Stockman Wealth Management
Montana
$146K -$194K -15,777 -57%
34 35
36
37 38