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Name Holding Trade Value Shares
Change 		Change in
Stake
CF
801
Centaurus Financial
California
$674K +$12.2K +42 +2%
CCM
802
Coldstream Capital Management
Washington
$669K +$45.8K +157 +7%
FCH
803
Freestone Capital Holdings
Washington
$658K -$8.71M -29,885 -93%
ECM
804
Exchange Capital Management
Michigan
$657K – – –
LWAC
805
Laurel Wealth Advisors (California)
California
$657K +$42K +144 +7%
SGI
806
Summit Global Investments
Utah
$652K -$30.9K -106 -4%
BIC
807
Beach Investment Counsel
Pennsylvania
$650K – – –
BS
808
Boenning & Scattergood
Pennsylvania
$650K – – –
HPC
809
HM Payson & Co
Maine
$647K +$2.62K +9 +0.4%
DMBA
810
Deseret Mutual Benefit Administrators
Utah
$646K +$652K +2,236 New
FLPIM
811
F.L. Putnam Investment Management
Massachusetts
$644K +$179K +615 +38%
VWA
812
V Wealth Advisors
Kansas
$640K +$386K +1,323 +149%
FFC
813
First Financial Corp
Indiana
$638K -$2.33K -8 -0.4%
ACI
814
Alpha Cubed Investments
California
$638K +$644K +2,208 New
SC
815
SouthState Corp
Florida
$637K -$11.7K -40 -2%
CT
816
Chicago Trust
Illinois
$636K +$122K +419 +23%
RW
817
REDW Wealth
New Mexico
$635K – – –
QCG
818
Quadrant Capital Group
Ohio
$634K +$98K +336 +18%
WANY
819
Wealthspire Advisors (New York)
New York
$633K -$1.46M -5,013 -70%
AC
820
Abbrea Capital
California
$633K – – –
OL
821
Optas LLC
Texas
$628K -$10.8K -37 -2%
AWM
822
Aries Wealth Management
Maine
$620K +$4.96K +17 +0.8%
MCM
823
MAI Capital Management
Ohio
$619K +$41.7K +143 +7%
HI
824
Harbour Investments
Wisconsin
$616K -$27.7K -95 -4%
SFA
825
Sequoia Financial Advisors
Ohio
$615K +$6.71K +23 +1%
31 32
33
34 35