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Name Holding Trade Value Shares
Change 		Change in
Stake
DA
1676
DSC Advisors
Illinois
$643K +$93K +330 +18%
ECA
1677
Endeavour Capital Advisors
Connecticut
$642K -$919K -3,260 -60%
OWA
1678
Outlook Wealth Advisors
Texas
$642K +$20.9K +74 +4%
PL
1679
Plancorp LLC
Missouri
$641K +$10.1K +36 +2%
CT
1680
Cambridge Trust
Massachusetts
$641K +$25.9K +92 +5%
CSWG
1681
Cardinal Strategic Wealth Guidance
Kentucky
$639K -$33.5K -119 -5%
FMTC
1682
Farmers & Merchants Trust Company
California
$636K -$11.3K -40 -2%
CHAM
1683
Clear Harbor Asset Management
Connecticut
$636K +$606K +2,150 New
HCP
1684
Holt Capital Partners
Texas
$634K +$12.1K +43 +2%
CC
1685
Centiva Capital
New York
$633K -$4.55M -16,148 -88%
CIA
1686
Capital Investment Advisors
Georgia
$633K +$19.2K +68 +3%
CIC
1687
Crawford Investment Counsel
Georgia
$630K -$5.64K -20 -0.9%
CPA
1688
Court Place Advisors
Maryland
$629K – – –
LWM
1689
Lionsbridge Wealth Management
Florida
$628K +$52.7K +187 +10%
RIM
1690
Redwood Investment Management
Arizona
$628K +$599K +2,125 New
RCG
1691
Rock Creek Group
District of Columbia
$626K +$597K +2,116 New
KCM
1692
Kathmere Capital Management
Pennsylvania
$624K +$595K +2,110 New
GFPC
1693
Global Financial Private Client
Florida
$623K -$11.3K -40 -2%
I
1694
INVST
Indiana
$622K +$35.2K +125 +6%
BIM
1695
Baldwin Investment Management
Pennsylvania
$621K – – –
AIS
1696
American Investment Services
Massachusetts
$621K +$846 +3 +0.1%
CB
1697
Cadence Bank
Mississippi
$613K +$342K +1,214 +141%
PAS
1698
Partnervest Advisory Services
California
$612K +$36.4K +129 +7%
NQWM
1699
Northwest Quadrant Wealth Management
Oregon
$610K +$846 +3 +0.1%
APWM
1700
Atlas Private Wealth Management
New York
$608K -$12.7K -45 -2%
66 67
68
69 70