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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1851
Dakota Wealth Management
Florida
$539K -$43.6K -886 -8%
CBFP
1852
Cedar Brook Financial Partners
Ohio
$539K -$2.61K -53 -0.5%
VCM
1853
Vivaldi Capital Management
Illinois
$539K +$127K +2,584 +33%
WAG
1854
Winthrop Advisory Group
Massachusetts
$537K +$5.21K +106 +1%
BHB
1855
Bank Hapoalim BM
Israel
$537K +$6.93K +141 +1%
FNBOSM
1856
First National Bank of South Miami
Florida
$536K -$1.43K -29 -0.3%
QIM
1857
Quest Investment Management
Oregon
$536K – – –
AWA
1858
Acorn Wealth Advisors
Michigan
$536K +$14.9K +304 +3%
UH
1859
Unigestion Holding
Switzerland
$536K +$512K +10,407 New
TFS
1860
TrustCore Financial Services
Tennessee
$533K +$21K +427 +4%
FHC
1861
First Heartland Consultants
Missouri
$533K +$47K +956 +10%
SWA
1862
SFMG Wealth Advisors
Texas
$532K +$983 +20 +0.2%
MIAS
1863
Mason Investment Advisory Services
Virginia
$530K – – –
FC
1864
Forte Capital
New York
$529K +$9.88K +201 +2%
DDPIC
1865
Deroy & Devereaux Private Investment Counsel
Michigan
$528K +$13K +264 +3%
PIA
1866
Pinion Investment Advisors
Kansas
$526K +$15K +305 +3%
WCA
1867
Westover Capital Advisors
Delaware
$525K -$212K -4,305 -30%
VIM
1868
Vista Investment Management
Pennsylvania
$525K +$2.06K +42 +0.4%
PLFAM
1869
Pineno Levin & Ford Asset Management
Virginia
$524K – – –
FSA
1870
Financial Sense Advisors
California
$524K +$2.85K +58 +0.6%
PCMC
1871
Paragon Capital Management (Colorado)
Colorado
$523K +$1.23K +25 +0.2%
CWM
1872
Concentrum Wealth Management
California
$522K +$639 +13 +0.1%
JGIA
1873
Jackson Grant Investment Advisers
Connecticut
$520K +$10.8K +219 +2%
CG
1874
Cynosure Group
Utah
$519K -$175K -3,563 -26%
BPCA
1875
Bank Pictet & Cie (Asia)
Singapore
$515K – – –
73 74
75
76 77