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Name Holding Trade Value Shares
Change 		Change in
Stake
CPWM
1801
Cypress Point Wealth Management
Texas
$961K +$4.77K +67 +0.5%
IP
1802
Investment Partners
Ohio
$960K -$83.7K -1,175 -8%
MFG
1803
Magnus Financial Group
New York
$959K -$44.1K -619 -4%
WAM
1804
Weinberger Asset Management
California
$958K -$10.2K -143 -1%
TFA
1805
Transamerica Financial Advisors
Florida
$958K -$39K -548 -4%
SCI
1806
Stableford Capital II
Arizona
$957K +$19.8K +278 +2%
AG
1807
AIA Group
Hong Kong
$956K +$172K +2,413 +22%
TCM
1808
Telos Capital Management
California
$955K -$161K -2,264 -14%
IIM
1809
InTrack Investment Management
Vermont
$955K +$37K +520 +4%
CAM
1810
Cidel Asset Management
Ontario, Canada
$955K -$32.5K -456 -3%
HL
1811
HeadInvest LLC
Maine
$954K -$170K -2,380 -15%
SC
1812
Saybrook Capital
North Carolina
$951K – – –
TIA
1813
Traphagen Investment Advisors
New Jersey
$951K -$13.6K -191 -1%
CIG
1814
Cullen Investment Group
Louisiana
$947K -$24.3K -341 -2%
BPCE
1815
Bank Pictet & Cie (Europe)
Germany
$946K -$142K -1,998 -13%
FIA
1816
FNY Investment Advisers
New York
$945K +$952K +13,360 New
MCM
1817
MV Capital Management
Maryland
$945K -$2.99K -42 -0.3%
TA
1818
Townsend & Associates
Colorado
$941K – – –
PA
1819
Prossimo Advisors
California
$940K -$31.9K -448 -3%
HPIA
1820
Hamilton Point Investment Advisors
North Carolina
$939K -$3.49K -49 -0.4%
CBT
1821
CoreFirst Bank & Trust
Kansas
$937K -$40.5K -568 -4%
DWM
1822
Drive Wealth Management
Utah
$936K +$165K +2,322 +21%
LSA
1823
Lion Street Advisors
Texas
$936K +$27.7K +389 +3%
TM
1824
TigerOak Management
New Mexico
$935K -$19K -267 -2%
BI
1825
Ballast Inc
Kentucky
$932K – – –
71 72
73
74 75