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Name Holding Trade Value Shares
Change 		Change in
Stake
OWMIAS
1051
One Wealth Management Investment & Advisory Services
Florida
$2.12M -$433K -6,930 -18%
NF
1052
Nvest Financial
New Hampshire
$2.12M +$726K +11,620 +59%
AWC
1053
Abundance Wealth Counselors
Pennsylvania
$2.12M -$154K -2,460 -7%
AA
1054
Altman Advisors
Illinois
$2.1M +$625 +10 +0%
VI
1055
Versor Investments
New York
$2.1M +$179K +2,860 +10%
DWT
1056
Dorsey & Whitney Trust
South Dakota
$2.1M +$73.7K +1,180 +4%
NAM
1057
NorthCrest Asset Manangement
Minnesota
$2.09M +$159K +2,540 +9%
HCM
1058
HMS Capital Management
Tennessee
$2.09M +$159K +2,550 +9%
WPW
1059
Waldron Private Wealth
Pennsylvania
$2.08M -$3.75K -60 -0.2%
MPW
1060
Monterey Private Wealth
California
$2.08M +$1.93M +30,840 New
LA
1061
Legacy Advisors
Pennsylvania
$2.08M +$192K +3,080 +11%
WP
1062
Westmount Partners
California
$2.08M +$71.2K +1,140 +4%
VWM
1063
Vivid Wealth Management
Iowa
$2.07M +$1.92M +30,740 New
CI
1064
Conning Inc
Connecticut
$2.06M +$57.5K +920 +3%
VF
1065
Virtu Financial
New York
$2.05M -$11.2M -178,790 -85%
LSPW
1066
Lake Street Private Wealth
Illinois
$2.05M -$41.2K -660 -2%
RVPG
1067
Relative Value Partners Group
$2.05M +$1.9M +30,370 New
LS
1068
Livforsakringsbolaget Skandia
Sweden
$2.04M +$106K +1,700 +6%
ATC
1069
Argent Trust Co
Tennessee
$2.02M +$239K +3,830 +15%
CWM
1070
Cordatus Wealth Management
Pennsylvania
$2.02M +$15.6K +250 +0.8%
HWA
1071
HCR Wealth Advisors
California
$2.01M -$37.5K -600 -2%
NIM
1072
Northeast Investment Management
Massachusetts
$2.01M +$593K +9,490 +47%
PWPS
1073
Pinnacle Wealth Planning Services
Ohio
$2.01M -$90.6K -1,450 -5%
WI
1074
WrapManager Inc
California
$2M -$568K -9,100 -23%
SCM
1075
Silvant Capital Management
Georgia
$2M +$700K +11,200 +61%
41 42
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