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Name Holding Trade Value Shares
Change 		Change in
Stake
1SB
1401
1ST Source Bank
Indiana
$932K -$65.6K -1,363 -7%
PFA
1402
Paradigm Financial Advisors
Missouri
$929K -$262K -5,440 -22%
IAIM
1403
International Assets Investment Management
Florida
$927K -$87.8K -1,825 -9%
AAM
1404
Autus Asset Management
Arizona
$926K -$14.3K -297 -2%
PCM
1405
Parsons Capital Management
Rhode Island
$926K +$27K +561 +3%
BWL
1406
Bogart Wealth LLC
Virginia
$919K +$23.8K +495 +3%
FTC
1407
Farmers Trust Company
Ohio
$917K -$17.8K -370 -2%
FANJ
1408
Financial Architects (New Jersey)
New Jersey
$912K +$29.3K +609 +3%
WIC
1409
Whitegate Investment Counselors
New Hampshire
$912K +$245K +5,098 +38%
HRC
1410
Hoertkorn Richard Charles
$911K – – –
RHP
1411
Royal Harbor Partners
Texas
$910K -$662K -13,766 -43%
CL
1412
CPWM LLC
Washington
$910K -$72.2K -1,502 -8%
HIIFS
1413
Harel Insurance Investments & Financial Services
Israel
$906K +$598K +12,427 +210%
SWM
1414
Segment Wealth Management
Texas
$905K -$315K -6,553 -26%
CT
1415
Chicago Trust
Illinois
$904K -$26.2K -545 -3%
BCM
1416
Blume Capital Management
California
$903K -$43.3K -900 -5%
CSPIA
1417
Cary Street Partners Investment Advisory
Virginia
$903K +$879K +18,281 New
AJ
1418
Ashburton (Jersey)
Jersey
$901K – – –
KFA
1419
Kelleher Financial Advisors
New York
$900K – – –
DA
1420
Doliver Advisors
Texas
$900K +$24K +500 +3%
CQS
1421
Credential Qtrade Securities
$897K -$22K -458 -2%
AWM
1422
Aberdeen Wealth Management
Illinois
$897K -$78.7K -1,637 -8%
LJAC
1423
L.J. Altfest & Co
New York
$897K -$19.2K -400 -2%
MCM
1424
Mainstay Capital Management
Michigan
$890K +$7.31K +152 +0.9%
PCA
1425
Private Capital Advisors
Connecticut
$889K – – –
55 56
57
58 59