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Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1126
Choate Investment Advisors
Massachusetts
$200K – – –
CCA
1127
Clearwater Capital Advisors
Illinois
$200K – – –
TPW
1128
Tiller Private Wealth
Pennsylvania
$200K – – –
PCP
1129
Proficio Capital Partners
Massachusetts
$199K -$179K -4,940 -48%
WSTAM
1130
Wilbanks Smith & Thomas Asset Management
Virginia
$199K -$34.5K -950 -15%
WT
1131
Whittier Trust
California
$199K -$12.3K -340 -6%
TC
1132
Truvestments Capital
Florida
$195K +$189K +5,200 New
AWM
1133
Avior Wealth Management
Nebraska
$190K +$20K +550 +12%
PI
1134
Parkside Investments
Illinois
$187K -$181K -5,000 -50%
OIA
1135
OneDigital Investment Advisors
Kansas
$187K -$7.26K -200 -4%
PFO
1136
Pathstone Family Office
New Jersey
$181K +$73.3K +2,020 +72%
ME
1137
McIlrath & Eck
Washington
$180K -$166K -4,570 -49%
LWM
1138
Lenox Wealth Management
Ohio
$178K +$28.3K +780 +20%
FPFS
1139
First Personal Financial Services
North Carolina
$178K +$31.6K +870 +22%
OAJ
1140
Ogorek Anthony Joseph
New York
$176K – – –
HAM
1141
Highstreet Asset Management
Ontario, Canada
$175K +$170K +4,670 New
BBA
1142
Braun-Bostich & Associates
Pennsylvania
$169K – – –
WWMSC
1143
Wagner Wealth Management (South Carolina)
South Carolina
$168K +$24.3K +670 +18%
PFBT
1144
Parkside Financial Bank & Trust
Missouri
$165K -$1.09K -30 -0.7%
RMAM
1145
Raab & Moskowitz Asset Management
New Jersey
$164K +$159K +4,390 New
HR
1146
Howe & Rusling
New York
$162K +$150K +4,140 +2,179%
DWM
1147
Destination Wealth Management
California
$161K -$163K -4,480 -51%
CAM
1148
Columbia Asset Management
Michigan
$161K +$156K +4,290 New
DAM
1149
Delta Asset Management
Tennessee
$159K – – –
LF
1150
Lee Financial
Texas
$156K +$132K +3,650 +716%
44 45
46
47 48