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Name Holding Trade Value Shares
Change 		Change in
Stake
DWT
1301
Dorsey & Whitney Trust
South Dakota
$2.34M +$270K +780 +14%
WJWM
1302
Williams Jones Wealth Management
New York
$2.34M -$167K -484 -7%
PCM
1303
Penserra Capital Management
California
$2.31M +$157K +455 +8%
CT
1304
Chicago Trust
Illinois
$2.31M +$515K +1,490 +30%
SAM
1305
Sabadell Asset Management
Spain
$2.31M +$228K +660 +12%
ACI
1306
Alpha Cubed Investments
California
$2.31M +$511K +1,478 +30%
ECM
1307
Evergreen Capital Management
Washington
$2.3M +$283K +819 +15%
TRIA
1308
Trail Ridge Investment Advisors
Colorado
$2.3M +$2.21M +6,395 New
TW
1309
Transform Wealth
Colorado
$2.3M -$191K -552 -8%
NB
1310
Nicolet Bankshares
Wisconsin
$2.29M +$123K +355 +6%
GP
1311
Girard Partners
Pennsylvania
$2.29M +$3.8K +11 +0.2%
ADL
1312
Asset Dedication LLC
California
$2.28M +$122K +352 +6%
AGAM
1313
Audent Global Asset Management
California
$2.28M +$2.2M +6,353 New
GLA
1314
Great Lakes Advisors
Illinois
$2.28M -$32.5K -94 -1%
ETC
1315
Exchange Traded Concepts
Oklahoma
$2.27M +$454K +1,312 +26%
MA
1316
Modus Advisors
Minnesota
$2.27M -$30.8K -89 -1%
EFS
1317
Essex Financial Services
Connecticut
$2.26M -$220K -635 -9%
MC
1318
Martin & Co
Tennessee
$2.26M -$34.9K -101 -2%
TA
1319
Tiedemann Advisors
New York
$2.26M – – –
BTW
1320
Boston Trust Walden
Massachusetts
$2.26M – – –
AAM
1321
Abeille Asset Management
France
$2.25M +$2.17M +6,265 New
STA
1322
Summit Trail Advisors
New York
$2.24M +$1.08M +3,128 +100%
SVCF
1323
Silicon Valley Community Foundation
California
$2.24M +$2.16M +6,239 New
MMA
1324
Miracle Mile Advisors
California
$2.24M +$74K +214 +4%
KIC
1325
Kensington Investment Counsel
California
$2.23M +$2.15M +6,221 New
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