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Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
1001
Penobscot Investment Management
Massachusetts
$859K -$376K -5,635 -30%
HK
1002
Horizon Kinetics
New York
$857K +$96.1K +1,440 +12%
WCM
1003
Washington Capital Management
Washington
$855K -$11.1K -167 -1%
RC
1004
RBO & Co
California
$853K – – –
SCA
1005
Snowden Capital Advisors
New York
$852K +$871K +13,060 New
WPA
1006
Winning Points Advisors
Florida
$851K -$360K -5,404 -29%
CCG
1007
Ceeto Capital Group
Florida
$846K – – –
SAS
1008
Stelac Advisory Services
New York
$845K +$189K +2,833 +28%
VSWA
1009
Vontobel Swiss Wealth Advisors
Switzerland
$842K +$5.4K +81 +0.6%
SFM
1010
Signature Financial Management
Virginia
$840K -$181K -2,717 -17%
RCAG
1011
Rehmann Capital Advisory Group
Michigan
$838K -$76.4K -1,146 -8%
PGWM
1012
Parisi Gray Wealth Management
New Jersey
$837K +$48.1K +721 +6%
CAM
1013
Close Asset Management
United Kingdom
$835K – – –
TA
1014
Tiedemann Advisors
New York
$834K +$182K +2,726 +27%
FHC
1015
First Heartland Consultants
Missouri
$832K -$227K -3,405 -21%
WSTAM
1016
Wilbanks Smith & Thomas Asset Management
Virginia
$832K -$112K -1,682 -12%
SBL
1017
Sargent Bickham Lagudis
Colorado
$829K -$17.3K -259 -2%
GIM
1018
Grassi Investment Management
California
$829K +$521K +7,804 +159%
ARMC
1019
American Research & Management Company
Massachusetts
$828K -$100K -1,506 -11%
WCM
1020
Windsor Capital Management
Arizona
$827K -$33K -495 -4%
BDWM
1021
Brewin Dolphin Wealth Management
Ireland
$827K +$16K +240 +2%
RWP
1022
RWA Wealth Partners
Massachusetts
$825K +$222K +3,330 +36%
CCWA
1023
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$817K -$206K -3,093 -20%
RC
1024
RegentAtlantic Capital
New Jersey
$817K -$103K -1,548 -11%
CA
1025
Calton & Associates
Florida
$816K -$163K -2,441 -16%
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