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Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
1476
Capricorn Fund Managers
United Kingdom
$877K – – –
CL
1477
CSS LLC
Illinois
$877K – – –
LA
1478
LM Advisors
California
$877K -$436K -6,980 -35%
PWA
1479
Providence Wealth Advisors
Illinois
$873K – – –
KMWM
1480
Keudell/Morrison Wealth Management
Oregon
$873K -$149K -2,390 -16%
ALAM
1481
Asahi Life Asset Management
Japan
$873K -$99.9K -1,600 -11%
SFG
1482
SNS Financial Group
Minnesota
$873K +$3.12K +50 +0.4%
BCM
1483
BluePath Capital Management
Georgia
$873K +$242K +3,880 +43%
MCWA
1484
Meadow Creek Wealth Advisors
Georgia
$872K +$79.9K +1,280 +11%
CCP
1485
Cassia Capital Partners
North Carolina
$871K +$65.6K +1,050 +9%
ATIA
1486
American Trust Investment Advisors
New Hampshire
$866K -$118K -1,890 -13%
NAS
1487
Nicolet Advisory Services
Wisconsin
$864K -$10.6K -170 -1%
ML
1488
McAdam LLC
Pennsylvania
$863K +$34.4K +550 +4%
MCM
1489
McDonough Capital Management
Florida
$863K +$3.75K +60 +0.5%
UAML
1490
US Asset Management LLC
Pennsylvania
$859K -$25K -400 -3%
LGA
1491
Lebenthal Global Advisors
New York
$858K +$114K +1,830 +17%
CWG
1492
Cornerstone Wealth Group
North Carolina
$858K +$30K +480 +4%
CP
1493
Covenant Partners
Tennessee
$856K – – –
JSSH
1494
J. Safra Sarasin Holding
$854K +$790K +12,650 New
SWM
1495
Shelton Wealth Management
Texas
$853K +$205K +3,290 +35%
GAM
1496
Gemmer Asset Management
California
$850K -$53.7K -860 -6%
MTIM
1497
Marathon Trading Investment Management
Pennsylvania
$849K +$612K +9,800 +353%
MAM
1498
Mainsail Asset Management
Alabama
$847K -$312K -5,000 -28%
LWCFA
1499
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$847K – – –
KLI
1500
Kelman-Lazarov Inc
Tennessee
$844K -$2.5K -40 -0.3%
58 59
60
61 62