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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
3026
Palouse Capital Management
Washington
$1.68M -$484K -783 -26%
GA
3027
Goldstein Advisors
Wisconsin
$1.68M +$137K +221 +11%
JPG
3028
Jordan Park Group
California
$1.68M – – –
TFA
3029
Tranquilli Financial Advisor
New Jersey
$1.68M -$140K -226 -9%
AT
3030
Arlington Trust
Alabama
$1.67M -$16.7K -27 -1%
NIG
3031
NFJ Investment Group
Texas
$1.67M -$14.2K -23 -1%
KTM
3032
Keeler Thomas Management
Utah
$1.67M -$635K -1,028 -31%
JWM
3033
JGP Wealth Management
Oregon
$1.67M +$262K +424 +23%
FCG
3034
Fielder Capital Group
Tennessee
$1.66M -$5.56K -9 -0.4%
MTWM
3035
Masso Torrence Wealth Management
New Jersey
$1.66M +$115K +186 +9%
PFG
3036
PAX Financial Group
Texas
$1.66M -$684K -1,107 -33%
PC
3037
Permanens Capital
New York
$1.66M +$129K +209 +10%
LCG
3038
Lakeshore Capital Group
Illinois
$1.65M -$248K -401 -15%
PMFA
3039
Plante Moran Financial Advisors
Michigan
$1.65M -$240K -388 -15%
WI
3040
WBI Investments
New Jersey
$1.65M +$35.2K +57 +3%
BL
3041
BFSG LLC
California
$1.65M -$87.1K -141 -6%
CC
3042
Courier Capital
New York
$1.65M +$232K +376 +20%
SG
3043
Sharper & Granite
California
$1.64M -$2.47K -4 -0.2%
HWM
3044
Hemington Wealth Management
Virginia
$1.64M +$8.65K +14 +0.6%
AC
3045
ASB Consultores
Florida
$1.64M -$108K -174 -7%
BPW
3046
Bingham Private Wealth
California
$1.64M +$156K +252 +13%
TCM
3047
Triumph Capital Management
Colorado
$1.64M +$144K +233 +12%
OIM
3048
Oder Investment Management
California
$1.64M +$618 +1 +0%
KWS
3049
Keystone Wealth Services
California
$1.63M +$10.5K +17 +0.8%
PCA
3050
Purkiss Capital Advisors
Connecticut
$1.63M +$872K +1,411 +176%
120 121
122
123 124