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Name Holding Trade Value Shares
Change 		Change in
Stake
PSC
826
Portman Square Capital
United Kingdom
$914K – – –
CG
827
Carmignac Gestion
France
$914K +$812K +4,000 New
WAS
828
Wesleyan Assurance Society
United Kingdom
$913K -$1.02M -5,000 -56%
GSEP
829
Golden State Equity Partners
California
$912K +$811K +3,993 New
LT
830
Legacy Trust
Michigan
$911K -$30.5K -150 -4%
IP
831
Intellectus Partners
California
$905K -$319K -1,570 -29%
SCA
832
Stonebridge Capital Advisors
Minnesota
$903K -$8.12M -40,001 -91%
TFS
833
Thoroughbred Financial Services
Tennessee
$902K +$39.4K +194 +5%
KF
834
Krilogy Financial
Missouri
$899K +$282K +1,391 +55%
PWM
835
Perigon Wealth Management
California
$896K -$28.8K -142 -3%
NHC
836
Nicholas Hoffman & Company
Georgia
$892K -$13K -64 -2%
FFG
837
Fortem Financial Group
California
$891K +$228K +1,125 +41%
HWAM
838
Hennion & Walsh Asset Management
New Jersey
$887K +$41.8K +206 +6%
RWA
839
Redhawk Wealth Advisors
Minnesota
$883K +$784K +3,863 New
BWP
840
Baldwin Wealth Partners
Massachusetts
$882K -$15.2K -75 -2%
LC
841
LCNB Corp
Ohio
$882K +$47.5K +234 +6%
AWM
842
Apollon Wealth Management
South Carolina
$881K +$22.5K +111 +3%
SLI
843
Sumitomo Life Insurance
Japan
$874K -$8.73K -43 -1%
PHS
844
Pekin Hardy Strauss
Illinois
$873K – – –
ACA
845
Atlas Capital Advisors
Wyoming
$871K +$739K +3,638 +2,079%
TCM
846
TD Capital Management
Tennessee
$869K +$61.7K +304 +9%
SXL
847
Summit X LLC
Missouri
$860K -$255K -1,257 -25%
WA1
848
Wimmer Associates 1
California
$848K -$129K -635 -14%
CWM
849
Circle Wealth Management
New Jersey
$847K -$144K -709 -16%
PL
850
Perpetual Ltd
Australia
$844K +$750K +3,693 New
32 33
34
35 36