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Name Holding Trade Value Shares
Change 		Change in
Stake
ZB
1401
Zions Bancorporation
Utah
$1.98M +$317K +1,753 +21%
PGWM
1402
Parisi Gray Wealth Management
New Jersey
$1.98M +$48.1K +266 +3%
SFSIG
1403
San Francisco Sentry Investment Group
California
$1.98M -$1.61M -8,926 -47%
WIM
1404
Westside Investment Management
California
$1.98M +$265K +1,468 +17%
TCM
1405
Tradition Capital Management
New Jersey
$1.96M -$8.86K -49 -0.5%
FMLI
1406
Fukoku Mutual Life Insurance
Japan
$1.95M – – –
MWM
1407
Mission Wealth Management
California
$1.95M +$96K +531 +6%
KF
1408
Krilogy Financial
Missouri
$1.94M +$46.8K +259 +3%
EWM
1409
Evercore Wealth Management
New York
$1.93M +$52.8K +292 +3%
WSFS
1410
Wilmington Savings Fund Society
Delaware
$1.93M +$614K +3,400 +52%
DSI
1411
Daiwa SB Investments
Japan
$1.93M +$36.1K +200 +2%
AIM
1412
Anchor Investment Management
South Carolina
$1.93M +$148K +818 +9%
BIM
1413
Beach Investment Management
Pennsylvania
$1.92M +$925K +5,120 +107%
ACH
1414
ArrowMark Colorado Holdings
Colorado
$1.92M -$92.3K -511 -5%
CWM
1415
Confluence Wealth Management
Oregon
$1.92M +$141K +780 +9%
CCP
1416
Corient Capital Partners
California
$1.92M +$664K +3,676 +59%
HA
1417
Harbor Advisors
Florida
$1.9M -$126K -700 -7%
GIM
1418
Goelzer Investment Management
Indiana
$1.9M -$676K -3,743 -28%
CRIG
1419
Charter Research & Investment Group
Connecticut
$1.9M -$56.9K -315 -3%
IAM
1420
Integre Asset Management
New York
$1.9M +$309K +1,711 +21%
BCM
1421
Brookstone Capital Management
Illinois
$1.9M +$178K +983 +11%
BTW
1422
Boston Trust Walden
Massachusetts
$1.89M -$50.1K -277 -3%
OLA
1423
Oliver Luxxe Assets
New Jersey
$1.89M – – –
1WA
1424
180 Wealth Advisors
Washington
$1.88M -$55.7K -308 -3%
BWP
1425
Baldwin Wealth Partners
Massachusetts
$1.88M – – –
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