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Name Holding Trade Value Shares
Change 		Change in
Stake
PDL
801
Portfolio Design Labs
California
$1.9M +$1.82M +4,619 New
CT
802
Coastline Trust
Rhode Island
$1.89M -$33.9K -86 -2%
BPCA
803
Bank Pictet & Cie (Asia)
Singapore
$1.89M -$314K -796 -15%
FFS
804
Founders Financial Securities
Maryland
$1.89M -$63.5K -161 -3%
MNBTD
805
Moody National Bank Trust Division
Texas
$1.88M -$2.09M -5,297 -54%
EAM
806
Eventide Asset Management
Massachusetts
$1.88M +$1.08M +2,735 +149%
DI
807
DFPG Investments
Utah
$1.87M +$988K +2,506 +120%
GS
808
GTS Securities
Florida
$1.87M -$189K -480 -10%
TPA
809
Trivium Point Advisory
Connecticut
$1.83M +$259K +658 +17%
IF
810
Intrua Financial
Texas
$1.83M -$150K -380 -8%
GVAG
811
Great Valley Advisor Group
Delaware
$1.83M +$76.1K +193 +5%
SAG
812
SageView Advisory Group
California
$1.82M +$461K +1,170 +35%
MIA
813
MeadowBrook Investment Advisors
Michigan
$1.82M +$1.75M +4,434 New
SIG
814
Sargent Investment Group
Maryland
$1.81M +$2.76K +7 +0.2%
SF
815
Summit Financial
New Jersey
$1.81M +$2.76K +7 +0.2%
SC
816
Savoie Capital
Illinois
$1.8M +$1.73M +4,375 New
WA
817
Wealth Alliance
New York
$1.79M -$18.9K -48 -1%
DC
818
DeDora Capital
California
$1.79M -$24.8K -63 -1%
MSS
819
Mitchell Sinkler & Starr
Pennsylvania
$1.79M +$1.32M +3,360 +334%
OIA
820
OneDigital Investment Advisors
Kansas
$1.77M +$524K +1,329 +45%
VWM
821
Venturi Wealth Management
Texas
$1.77M +$146K +369 +9%
CGIM
822
Cannon Global Investment Management
Florida
$1.77M +$1.7M +4,300 New
DPIM
823
Duff & Phelps Investment Management
Illinois
$1.76M – – –
MG
824
Mather Group
Illinois
$1.76M -$1.18K -3 -0.1%
MFIM
825
Mesirow Financial Investment Management
Illinois
$1.76M +$25.8M +65,529 New
31 32
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