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Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
1101
Crestwood Advisors Group
Massachusetts
$848K +$142K +311 +21%
SSA
1102
South Street Advisors
New York
$847K +$12.8K +28 +2%
BHWM
1103
Bar Harbor Wealth Management
New Hampshire
$845K – – –
HC
1104
Hara Capital
Washington
$841K – – –
SVWAG
1105
Sound View Wealth Advisors Group
Georgia
$839K +$69.8K +153 +10%
MI
1106
Motiv8 Investments
Florida
$839K +$125K +275 +19%
LTAS
1107
Linden Thomas Advisory Services
North Carolina
$839K +$153K +335 +24%
SMH
1108
Sanders Morris Harris
Texas
$835K – – –
DJSG
1109
D.J. St. Germain
Massachusetts
$834K +$5.02K +11 +0.6%
FA
1110
FDx Advisors
Illinois
$832K -$28.3K -62 -3%
MBTD
1111
Mechanics Bank - Trust Department
California
$829K -$11.4K -25 -1%
HI
1112
Harbour Investments
Wisconsin
$828K +$23.7K +52 +3%
PCM
1113
Penserra Capital Management
California
$825K -$265K -580 -25%
CS
1114
CapitalatWork SA
$824K – – –
FCBT
1115
First Citizens Bank & Trust
North Carolina
$824K +$187K +409 +31%
CCA
1116
Childress Capital Advisors
Texas
$821K +$27.4K +60 +4%
GC
1117
Guidance Capital
Kentucky
$820K +$16.9K +37 +2%
HC
1118
Henshaw Capital
Massachusetts
$810K +$492K +1,079 +174%
SGI
1119
Summit Global Investments
Utah
$807K +$772K +1,692 New
EHC
1120
Everett Harris & Co
California
$806K +$45.6K +100 +6%
WBC
1121
West Branch Capital
Massachusetts
$798K +$182K +399 +31%
WI
1122
WrapManager Inc
California
$797K +$62.5K +137 +9%
PPC
1123
Park Place Capital
Alabama
$796K +$88.5K +194 +13%
BFM
1124
Boothbay Fund Management
New York
$793K -$3.19K -7 -0.4%
GWP
1125
Gen-Wealth Partners
Michigan
$790K +$14.1K +31 +2%
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