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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
801
Modera Wealth Management
New Jersey
$605K -$2.21K -37 -0.3%
PTCG
802
Pring Turner Capital Group
California
$600K +$82.1K +1,376 +15%
NL
803
NWAM LLC
Washington
$594K -$2.55M -42,755 -80%
4WM
804
44 Wealth Management
Oregon
$593K -$10.1K -170 -2%
CIA
805
Choate Investment Advisors
Massachusetts
$593K +$17.9K +300 +3%
IAN
806
Integrated Advisors Network
Texas
$592K +$169K +2,830 +37%
AT
807
Arden Trust
Delaware
$586K +$153K +2,570 +33%
KIG
808
Kowal Investment Group
Wisconsin
$583K +$3.04K +51 +0.5%
CAG
809
Crestwood Advisors Group
Massachusetts
$580K -$82K -1,375 -12%
BMO
810
Beck Mack & Oliver
New York
$580K – – –
FBA
811
Front Barnett Associates
Illinois
$577K -$13.3K -223 -2%
CTA
812
Colonial Trust Advisors
South Carolina
$577K – – –
OL
813
Optas LLC
Texas
$576K +$2.69K +45 +0.4%
ALAM
814
Asahi Life Asset Management
Japan
$576K +$602K +10,096 New
CS
815
Cannell & Spears
New York
$575K – – –
LGA
816
Lebenthal Global Advisors
New York
$572K +$257K +4,305 +75%
AF
817
Advisornet Financial
Minnesota
$567K +$6.8K +114 +1%
MYLI
818
Meiji Yasuda Life Insurance
Japan
$566K -$123K -2,054 -17%
NSIM
819
North Star Investment Management
Illinois
$562K -$352K -5,907 -37%
CCM
820
Cohen Capital Management
California
$561K – – –
AWM
821
Avior Wealth Management
Nebraska
$560K -$6.14K -103 -1%
TSW
822
Thompson Siegel & Walmsley
Virginia
$559K +$537 +9 +0.1%
PCIA
823
Prime Capital Investment Advisors
Kansas
$558K – – –
MFA
824
Mayflower Financial Advisors
Massachusetts
$558K +$28.9K +485 +5%
CIC
825
Carnegie Investment Counsel
Ohio
$556K -$96.4K -1,616 -14%
31 32
33
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