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Name Holding Trade Value Shares
Change 		Change in
Stake
CSIC
1401
Clifford Swan Investment Counsel
California
$565K +$56.2K +880 +10%
SWA
1402
Sutton Wealth Advisors
Florida
$564K -$1.92K -30 -0.3%
SFM
1403
Signet Financial Management
New Jersey
$563K +$37.7K +590 +7%
GC
1404
Gilbert & Cook
Iowa
$562K +$596K +9,330 New
GWANC
1405
Guardian Wealth Advisors (North Carolina)
North Carolina
$562K +$596K +9,330 New
MFA
1406
Mayflower Financial Advisors
Massachusetts
$561K +$11.5K +180 +2%
9WM
1407
9258 Wealth Management
Ohio
$561K +$18.5K +290 +3%
ED
1408
Exane Derivatives
France
$561K +$181K +2,830 +44%
MAM
1409
Myriad Asset Management
Hong Kong
$560K -$1.11M -17,350 -65%
IC
1410
Intersect Capital
California
$558K -$303K -4,740 -34%
KLCM
1411
KG&L Capital Management
Louisiana
$558K +$11.5K +180 +2%
OAM
1412
Oak Asset Management
California
$557K – – –
SSW
1413
Smith Shellnut Wilson
Mississippi
$557K – – –
AAP
1414
Arax Advisory Partners
Colorado
$555K -$22.4K -350 -4%
AMC
1415
Asset Management Corp
Illinois
$555K – – –
WMP
1416
Wealth Management Partners
Arizona
$555K +$57.5K +900 +10%
FFG
1417
Frisch Financial Group
New York
$555K +$115K +1,800 +24%
SCA
1418
Sandy Cove Advisors
Massachusetts
$555K +$588K +9,210 New
WAP
1419
Wealthcare Advisory Partners
Pennsylvania
$554K -$30.7K -480 -5%
PWM
1420
Peterson Wealth Management
Nevada
$552K +$30K +470 +5%
SMA
1421
Sage Mountain Advisors
Georgia
$551K +$205K +3,210 +54%
ESB
1422
Essex Savings Bank
Connecticut
$549K -$639 -10 -0.1%
SS
1423
Sunbelt Securities
Texas
$549K +$151K +2,370 +21%
BPCA
1424
Bank Pictet & Cie (Asia)
Singapore
$548K – – –
PGH
1425
Partners Group Holding
Switzerland
$547K – – –
55 56
57
58 59