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Name Holding Trade Value Shares
Change 		Change in
Stake
AI
1001
Accredited Investors
Minnesota
$216K -$19.9K -104 -9%
SPIA
1002
Steward Partners Investment Advisory
New York
$215K -$16.4K -86 -7%
YIA
1003
YHB Investment Advisors
Connecticut
$215K -$1.91K -10 -0.9%
PFPT
1004
Pinnacle Financial Partners (Tennessee)
Tennessee
$215K -$1.34K -7 -0.6%
BCM
1005
Buckhead Capital Management
Georgia
$215K – – –
FG
1006
Fiduciary Group
Georgia
$215K – – –
SCI
1007
S&CO Inc
Massachusetts
$215K – – –
TTWM
1008
TCV Trust & Wealth Management
Virginia
$215K – – –
HFA
1009
High Falls Advisors
New York
$215K +$210K +1,101 New
FMTCOCP
1010
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$215K – – –
AP
1011
Appleton Partners
Massachusetts
$214K – – –
MWM
1012
Mission Wealth Management
California
$210K – – –
SCM
1013
Sterneck Capital Management
Missouri
$210K +$205K +1,074 New
KSA
1014
Ken Stern & Associates
California
$210K +$211K +1,107 New
AW
1015
Alpha Windward
Massachusetts
$209K -$9.17K -48 -4%
HA
1016
Harbor Advisors
Florida
$209K +$205K +1,071 New
FCIM
1017
Fairview Capital Investment Management
California
$208K +$204K +1,066 New
RWA
1018
Ropes Wealth Advisors
Massachusetts
$206K -$18.3K -96 -8%
LWAC
1019
Laurel Wealth Advisors (California)
California
$206K -$8.02K -42 -4%
OFW
1020
Omnia Family Wealth
Florida
$205K +$191 +1 +0.1%
GLA
1021
Great Lakes Advisors
Illinois
$205K +$200K +1,049 New
DAM
1022
Deltec Asset Management
New York
$205K +$201K +1,050 New
RCAG
1023
Rehmann Capital Advisory Group
Michigan
$205K +$201K +1,051 New
MWP
1024
MYCIO Wealth Partners
Pennsylvania
$204K +$200K +1,045 New
KCM
1025
Kanawha Capital Management
Virginia
$201K +$197K +1,030 New
39 40
41
42 43