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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1001
Smartleaf Asset Management
Massachusetts
$1.18M +$305K +1,712 +32%
WP
1002
WMS Partners
Maryland
$1.18M -$7.85K -44 -0.6%
SC
1003
Schulhoff & Co
Ohio
$1.18M +$714 +4 +0.1%
WPW
1004
Waldron Private Wealth
Pennsylvania
$1.18M +$2.14K +12 +0.2%
LFAS
1005
Level Four Advisory Services
Texas
$1.17M -$15.5K -87 -1%
ECM
1006
Evergreen Capital Management
Washington
$1.17M +$30.7K +172 +3%
CCA
1007
Cobblestone Capital Advisors
New York
$1.17M +$11.2K +63 +0.9%
AWM
1008
Aries Wealth Management
Maine
$1.17M – – –
CA
1009
CWC Advisors
Oregon
$1.17M +$28.6K +160 +2%
HCM
1010
Howard Capital Management
Georgia
$1.17M +$64.2K +360 +5%
EHC
1011
Everett Harris & Co
California
$1.17M +$8.03K +45 +0.6%
PFGIA
1012
Patriot Financial Group Insurance Agency
Massachusetts
$1.16M +$714 +4 +0.1%
CC
1013
Courier Capital
New York
$1.16M -$40.9K -229 -3%
AI
1014
Accredited Investors
Minnesota
$1.16M -$140K -783 -10%
PFA
1015
Petra Financial Advisors
Colorado
$1.16M +$3.93K +22 +0.3%
SIA
1016
Strategic Investment Advisors
Michigan
$1.15M -$42.6K -239 -3%
WA
1017
WealthTrust Axiom
Pennsylvania
$1.15M -$43.4K -243 -3%
SCM
1018
Schnieders Capital Management
California
$1.15M +$535 +3 +0%
PCM
1019
Parsons Capital Management
Rhode Island
$1.15M +$75.3K +422 +7%
JIC
1020
Joel Isaacson & Co
New York
$1.14M +$8.03K +45 +0.7%
1WA
1021
180 Wealth Advisors
Washington
$1.14M +$6.96K +39 +0.6%
MA
1022
MBA Advisors
Pennsylvania
$1.14M -$717K -4,019 -37%
HI
1023
Harbour Investments
Wisconsin
$1.14M -$109K -609 -8%
ANTB
1024
AMG National Trust Bank
Colorado
$1.14M -$551K -3,086 -31%
LFA
1025
Legacy Financial Advisors
Kentucky
$1.14M +$123K +689 +11%
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