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Name Holding Trade Value Shares
Change 		Change in
Stake
S
1251
Surevest
California
$7.81M +$774K +2,412 +12%
MS
1252
Marshall & Sullivan
Washington
$7.79M +$35.6K +111 +0.5%
LP
1253
LMR Partners
United Kingdom
$7.79M -$6.57M -20,495 -48%
GIA
1254
Gladstone Institutional Advisory
Florida
$7.79M +$3.06M +9,530 +74%
FIM
1255
Fernwood Investment Management
Massachusetts
$7.73M +$10.9K +34 +0.2%
MMG
1256
Monetary Management Group
Missouri
$7.71M -$802K -2,500 -10%
PGIM
1257
Pacific Global Investment Management
California
$7.7M +$685K +2,136 +11%
BHWM
1258
Bar Harbor Wealth Management
New Hampshire
$7.7M -$290K -905 -4%
CIG
1259
Consolidated Investment Group
Colorado
$7.69M – – –
OAM
1260
Occidental Asset Management
California
$7.66M -$167K -522 -2%
DI
1261
DFPG Investments
Utah
$7.65M +$54.5K +170 +0.8%
CLG
1262
Cooperman Leon G
$7.65M -$1.6M -5,000 -19%
UF
1263
Univest Financial
Pennsylvania
$7.64M -$197K -613 -3%
TCA
1264
Transcend Capital Advisors
New Jersey
$7.64M +$491K +1,530 +7%
AWM
1265
Avior Wealth Management
Nebraska
$7.62M -$520K -1,622 -7%
SCM
1266
Sitrin Capital Management
California
$7.62M -$226K -703 -3%
FWM
1267
Frontier Wealth Management
Missouri
$7.61M +$799K +2,492 +13%
CCP
1268
Cunning Capital Partners
North Carolina
$7.6M – – –
IB
1269
Intrust Bank
Kansas
$7.6M -$218K -678 -3%
TAM
1270
Trust Asset Management
Texas
$7.57M +$774K +2,414 +12%
ARI
1271
Applied Research Investments
Delaware
$7.57M +$2.69M +8,374 +62%
FC
1272
Fulcrum Capital
Washington
$7.54M +$106K +329 +2%
HWAM
1273
Hennion & Walsh Asset Management
New Jersey
$7.52M +$998K +3,110 +17%
SAM
1274
Stansberry Asset Management
Texas
$7.48M +$346K +1,079 +5%
AWA
1275
Arkadios Wealth Advisors
Georgia
$7.46M +$1.89M +5,899 +38%
49 50
51
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