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Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
901
HBK Sorce Advisory
Pennsylvania
$820K -$12.8K -585 -2%
PS
902
Principal Securities
Iowa
$820K +$3.63K +166 +0.4%
HI
903
Harbour Investments
Wisconsin
$820K -$39K -1,783 -5%
BWM
904
Buckley Wealth Management
Nevada
$814K -$1.16M -53,099 -60%
SVWAG
905
Sound View Wealth Advisors Group
Georgia
$810K -$108K -4,941 -12%
AIM
906
Anchor Investment Management
South Carolina
$810K -$139K -6,372 -15%
GS
907
GTS Securities
Florida
$810K -$3.92M -179,010 -83%
PIM
908
Platinum Investment Management
Australia
$809K +$491K +22,449 +170%
FNFDCM
909
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$807K -$6.57K -300 -0.8%
BTI
910
Blue Trust Inc
Georgia
$804K -$140K -6,413 -15%
IA
911
Integrity Alliance
Iowa
$804K +$775K +35,404 New
EFMH
912
E Fund Management (HK)
Hong Kong
$804K +$768K +35,075 +10,108%
GCA
913
Greenwood Capital Associates
South Carolina
$799K -$933K -42,640 -55%
EWM
914
Empirical Wealth Management
Washington
$798K -$313K -14,318 -29%
HPM
915
Hudson Portfolio Management
New York
$792K -$127K -5,801 -14%
BBHC
916
Brown Brothers Harriman & Co
New York
$790K -$17.2K -787 -2%
SCP
917
Sender Company & Partners
New York
$789K -$170K -7,753 -18%
TCWM
918
Total Clarity Wealth Management
Illinois
$787K – – –
HTC
919
Haverford Trust Company
Pennsylvania
$785K -$89.9K -4,109 -11%
JFGIW
920
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$783K – – –
JIC
921
Joel Isaacson & Co
New York
$778K -$42.9K -1,959 -5%
HIA
922
Harbor Investment Advisory
Maryland
$773K -$26.5K -1,212 -3%
SCA
923
Snowden Capital Advisors
New York
$771K -$127K -5,793 -15%
SBIA
924
Sheaff Brock Investment Advisors
Indiana
$763K -$5.62K -257 -0.8%
AWG
925
Altus Wealth Group
Colorado
$761K +$99.8K +4,561 +16%
35 36
37
38 39