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Name Holding Trade Value Shares
Change 		Change in
Stake
CP
2176
Clarendon Private
Massachusetts
$877K -$43.4K -87 -5%
RIP
2177
Reliant Investment Partners
North Carolina
$876K -$125K -250 -13%
AWA
2178
Argos Wealth Advisors
California
$876K -$18.4K -37 -2%
SFS
2179
Strategic Financial Services
New York
$874K -$34.9K -70 -4%
SR
2180
Swiss Re
Switzerland
$874K +$725K +1,454 +589%
LIA
2181
Limestone Investment Advisors
New York
$873K -$989K -1,984 -54%
SW
2182
SkyOak Wealth
Michigan
$873K – – –
BAM
2183
Brave Asset Management
New Jersey
$873K – – –
BW
2184
BIP Wealth
Georgia
$872K +$295K +592 +54%
HIIFS
2185
Harel Insurance Investments & Financial Services
Israel
$869K -$118K -236 -12%
CICC
2186
Capital Investment Counsel (Colorado)
Colorado
$868K -$6.05M -12,130 -88%
ACP
2187
Arcus Capital Partners
Georgia
$867K -$46.9K -94 -5%
GAA
2188
Global Assets Advisory
Florida
$866K -$470K -942 -36%
CFG
2189
Carr Financial Group
Massachusetts
$865K +$5.49K +11 +0.7%
PIC
2190
Portland Investment Counsel
Ontario, Canada
$864K – – –
PFG
2191
PAX Financial Group
Texas
$863K -$32.4K -65 -4%
LF
2192
LifeSteps Financial
California
$862K +$213K +428 +34%
LT
2193
Legacy Trust
Michigan
$860K +$277K +555 +50%
CCFCSB
2194
Cape Cod Five Cents Savings Bank
Massachusetts
$860K +$835K +1,675 New
BWM
2195
Bernicke Wealth Management
Wisconsin
$860K +$14.5K +29 +2%
OPA
2196
Old Port Advisors
Maine
$859K -$20.4K -41 -2%
SRS
2197
Strong Retirement Solutions
Washington
$858K -$218K -437 -21%
LCM
2198
Lazari Capital Management
California
$856K -$43.4K -87 -5%
GWAG
2199
Garrett Wealth Advisory Group
Texas
$856K -$97.7K -196 -11%
SAM
2200
Silphium Asset Management
United Kingdom
$854K +$84.8K +170 +11%
86 87
88
89 90