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Name Holding Trade Value Shares
Change 		Change in
Stake
RIG
2126
Roosevelt Investment Group
New York
$306K -$9.04K -174 -3%
MSU
2127
Mizuho Securities USA
New York
$306K +$311K +5,985 New
DWM
2128
Destination Wealth Management
California
$305K +$108K +2,083 +54%
MC
2129
Montag & Caldwell
Georgia
$302K -$131M -2,521,522 -100%
DLG
2130
Daniel L. Goodwin
$302K +$77.9K +1,500 +34%
PS
2131
Portfolio Solutions
Michigan
$302K +$307K +5,905 New
BIC
2132
Beach Investment Counsel
Pennsylvania
$299K -$17.4M -335,659 -98%
NPPM
2133
North Point Portfolio Managers
Ohio
$299K -$9.87K -190 -3%
LWA
2134
Lenox Wealth Advisors
New York
$298K +$76.1K +1,465 +34%
TG
2135
Threshold Group
Washington
$298K +$302K +5,821 New
GIM
2136
Groesbeck Investment Management
New Jersey
$297K -$3.12K -60 -1%
DWM
2137
Dakota Wealth Management
Florida
$294K -$7.54K -145 -2%
KL
2138
KWMG LLC
Kansas
$294K -$1.25K -24 -0.4%
NEPWA
2139
New England Private Wealth Advisors
Massachusetts
$294K +$312 +6 +0.1%
CCI
2140
Credit Capital Investments
New Jersey
$292K +$296K +5,700 New
DAS
2141
Dynamic Advisor Solutions
Arizona
$291K -$23.3K -449 -7%
BP
2142
BBR Partners
New York
$290K -$4.63K -89 -2%
UF
2143
Univest Financial
Pennsylvania
$289K -$8.94K -172 -3%
AP
2144
Atwood & Palmer
Missouri
$288K -$17.7K -340 -6%
EWM
2145
Evermay Wealth Management
Virginia
$287K – – –
KF
2146
Krilogy Financial
Missouri
$287K +$56.3K +1,084 +24%
ZF
2147
Zhang Financial
Michigan
$286K – – –
IIM
2148
Ivory Investment Management
New York
$285K -$88.4M -1,701,511 -100%
PIM
2149
Parker Investment Management
California
$284K – – –
AF
2150
Affiance Financial
Minnesota
$283K +$9.72K +187 +3%
84 85
86
87 88