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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1676
Weatherly Asset Management
California
$881K +$44.9K +135 +6%
SICM
1677
Sustainable Insight Capital Management
New York
$881K +$821K +2,469 New
DCM
1678
Donaldson Capital Management
Indiana
$878K -$135K -406 -14%
FHC
1679
First Horizon Corporation
Tennessee
$877K -$3.33K -10 -0.4%
LF
1680
Lee Financial
Texas
$875K – – –
FIB
1681
First Interstate Bank
Montana
$875K +$3.66K +11 +0.5%
S
1682
swisspartners
Liechtenstein
$875K +$828K +2,490 New
GWSG
1683
GPS Wealth Strategies Group
Colorado
$873K -$30.9K -93 -4%
CFA
1684
CWS Financial Advisors
Michigan
$869K -$4.33K -13 -0.5%
C
1685
Certuity
Florida
$866K +$5.66K +17 +0.7%
CSIC
1686
Clifford Swan Investment Counsel
California
$865K – – –
MCC
1687
Money Concepts Capital
Florida
$865K +$806K +2,422 New
STA
1688
Summit Trail Advisors
New York
$864K -$967K -2,907 -55%
FANJ
1689
Financial Architects (New Jersey)
New Jersey
$859K -$561K -1,687 -41%
NDSI
1690
Newman Dignan & Sheerar Inc
Rhode Island
$859K +$39.9K +120 +5%
MGAM
1691
McGowan Group Asset Management
Texas
$858K -$998 -3 -0.1%
RIA
1692
Regal Investment Advisors
Michigan
$857K +$799K +2,401 New
BIA
1693
Bigelow Investment Advisors
Maine
$855K +$9.98K +30 +1%
PTC
1694
Provident Trust Company
Wisconsin
$853K – – –
PAM
1695
Paradigm Asset Management
New York
$851K -$233K -700 -23%
WG
1696
Winton Group
United Kingdom
$847K -$3.61M -10,843 -82%
BWA
1697
Beam Wealth Advisors
Louisiana
$841K -$14K -42 -2%
LWM
1698
Lionsbridge Wealth Management
Florida
$840K +$38.6K +116 +5%
PCAP
1699
Pratt Collard Advisory Partners
New York
$837K -$48.2K -145 -6%
CCM
1700
Canal Capital Management
Virginia
$832K +$665 +2 +0.1%
66 67
68
69 70