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Name Holding Trade Value Shares
Change 		Change in
Stake
CQS
1551
Credential Qtrade Securities
$1.58M +$30.4K +133 +2%
MOS
1552
MGO One Seven
Ohio
$1.58M +$162K +709 +13%
IIM
1553
Ipswich Investment Management
Massachusetts
$1.56M -$164K -718 -10%
FI
1554
FormulaFolio Investments
Michigan
$1.56M -$1.28M -5,603 -47%
CPA
1555
Capital Planning Advisors
California
$1.56M -$34.1K -149 -2%
SBSB
1556
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.56M -$134K -586 -9%
AWM
1557
Argent Wealth Management
Massachusetts
$1.56M -$51.3K -224 -4%
WCM
1558
Weld Capital Management
New York
$1.55M +$728K +3,182 +105%
DA
1559
Duality Advisers
Florida
$1.54M +$1.41M +6,165 New
BFC
1560
Blue Fin Capital
Rhode Island
$1.54M +$91.1K +398 +7%
SCP
1561
Sandhill Capital Partners
New York
$1.54M +$31.6K +138 +2%
BPM
1562
Bowling Portfolio Management
Ohio
$1.54M -$8.93K -39 -0.6%
FPS
1563
Fieldpoint Private Securities
Connecticut
$1.54M +$88.1K +385 +7%
OCG
1564
Opus Capital Group
Ohio
$1.54M -$13.7K -60 -1%
LWM
1565
Lionsbridge Wealth Management
Florida
$1.53M -$42.6K -186 -3%
CPO
1566
Cerity Partners OCIO
New York
$1.53M +$40.5K +177 +3%
UBG
1567
United Bank (Georgia)
Georgia
$1.53M -$13K -57 -0.9%
KFP
1568
KMG Fiduciary Partners
Ohio
$1.52M +$23.1K +101 +2%
CL
1569
CPWM LLC
Washington
$1.52M +$15.8K +69 +1%
EWM
1570
Empirical Wealth Management
Washington
$1.52M -$48.5K -212 -3%
SMH
1571
Sanders Morris Harris
Texas
$1.52M +$1.39M +6,051 New
PVWM
1572
Point View Wealth Management
New Jersey
$1.51M – – –
FAG
1573
Financial Advisory Group
Texas
$1.5M – – –
FP
1574
Fiduciary Planning
Florida
$1.5M +$126K +552 +11%
DRD
1575
Dennis R. Delaney
$1.5M -$42.3K -185 -3%
61 62
63
64 65