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Name Holding Trade Value Shares
Change 		Change in
Stake
CL
1251
Choreo LLC
Illinois
$531K +$10.1K +200 +2%
GWM
1252
Greenwich Wealth Management
Connecticut
$527K +$1.01K +20 +0.2%
MG
1253
Mather Group
Illinois
$527K +$32.4K +640 +7%
HCM
1254
Howland Capital Management
Massachusetts
$526K – – –
HWM
1255
Howard Wealth Management
Connecticut
$525K -$9.13K -180 -2%
WT
1256
Whittier Trust
California
$524K -$4.56K -90 -0.9%
AF
1257
Allworth Financial
California
$524K +$6.59K +130 +1%
OIM
1258
Oder Investment Management
California
$524K +$492K +9,710 New
OCM
1259
Orion Capital Management
California
$522K +$489K +9,650 New
DWT
1260
Dorsey & Whitney Trust
South Dakota
$521K -$31.9K -630 -6%
AWM
1261
Atticus Wealth Management
Florida
$521K +$53.7K +1,060 +12%
PCG
1262
Private Capital Group
Connecticut
$521K +$139K +2,750 +40%
RRA
1263
Round Rock Advisors
Connecticut
$521K +$489K +9,650 New
CIC
1264
Carnegie Investment Counsel
Ohio
$519K -$5.07K -100 -1%
SMC
1265
Smith, Moore & Co
Missouri
$519K – – –
OL
1266
Optas LLC
Texas
$517K -$231K -4,560 -32%
CRCM
1267
Corbett Road Capital Management
Virginia
$515K -$24.3K -480 -5%
CW
1268
CreativeOne Wealth
Kansas
$513K +$95.8K +1,890 +25%
SWA
1269
Sutton Wealth Advisors
Florida
$511K +$6.08K +120 +1%
LFG
1270
Lazard Frères Gestion
France
$509K +$492K +9,700 New
WWM
1271
WJ Wealth Management
Arizona
$506K -$8.62K -170 -2%
CWS
1272
Cypress Wealth Services
California
$506K +$474K +9,350 New
HPWM
1273
Highland Private Wealth Management
Washington
$505K -$23.3K -460 -5%
S
1274
swisspartners
Liechtenstein
$505K +$482K +9,500 New
FHC
1275
First Heartland Consultants
Missouri
$499K +$26.4K +520 +6%
49 50
51
52 53