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Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
1526
G2 Capital Management
Ohio
$477K -$11.3K -260 -3%
CWM
1527
Connecticut Wealth Management
Connecticut
$477K +$184K +4,210 +75%
NPF
1528
Norris Perne & French
Michigan
$475K – – –
MBT
1529
Montecito Bank & Trust
California
$475K +$76.4K +1,750 +22%
HA
1530
Herold Advisors
New York
$473K – – –
GGA
1531
Granite Group Advisors
Connecticut
$473K +$344K +7,870 New
SIA
1532
Soltis Investment Advisors
Utah
$471K -$21K -480 -5%
AFM
1533
Armstrong Fleming & Moore
District of Columbia
$470K +$10.9K +250 +3%
PL
1534
Perpetual Ltd
Australia
$469K -$21.6M -494,420 -98%
OM
1535
OV Management
Minnesota
$469K +$420K +9,630 New
PL
1536
Plancorp LLC
Missouri
$468K +$25.3K +580 +6%
LCWP
1537
Legacy Capital Wealth Partners
Arkansas
$468K +$30.1K +690 +8%
CFG
1538
Carr Financial Group
Massachusetts
$468K +$66.4K +1,520 +19%
FPGK
1539
Financial Partners Group (Kansas)
Kansas
$468K – – –
NIM
1540
Northeast Investment Management
Massachusetts
$467K +$24K +550 +6%
EHC
1541
Everett Harris & Co
California
$467K -$1.31K -30 -0.3%
LGA
1542
Lebenthal Global Advisors
New York
$467K +$419K +9,590 New
KPWG
1543
KFA Private Wealth Group
Virginia
$466K +$7.86K +180 +2%
FAFN
1544
First Affirmative Financial Network
Colorado
$465K +$143K +3,270 +52%
UCMOK
1545
United Capital Management of KS
Kansas
$464K -$45.8K -1,050 -10%
RFN
1546
Redwood Financial Network
Ohio
$463K – – –
AWM
1547
Atticus Wealth Management
Florida
$463K +$43.7K +1,000 +12%
PCM
1548
Parsons Capital Management
Rhode Island
$461K +$10.9K +250 +3%
VT
1549
Vise Technologies
New York
$461K +$20.5K +470 +5%
AWM
1550
Accurate Wealth Management
Florida
$460K -$29.2K -670 -7%
60 61
62
63 64