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Name Holding Trade Value Shares
Change 		Change in
Stake
LSPW
1601
Lake Street Private Wealth
Illinois
$1.63M +$93.9K +871 +5%
UB
1602
Umpqua Bank
Oregon
$1.63M -$11.3K -105 -0.6%
GIM
1603
Goelzer Investment Management
Indiana
$1.62M +$223K +2,066 +14%
NAS
1604
Nicolet Advisory Services
Wisconsin
$1.62M +$105K +974 +6%
VIA
1605
Virtus Investment Advisers
Connecticut
$1.62M +$185K +1,716 +11%
CWP
1606
Curated Wealth Partners
California
$1.62M +$1.06M +9,819 +132%
SIC
1607
SFE Investment Counsel
California
$1.61M +$275K +2,550 +17%
OL
1608
Optas LLC
Texas
$1.61M +$19.6K +182 +1%
LAIC
1609
Lederer & Associates Investment Counsel
California
$1.6M -$80.5K -747 -4%
SP
1610
SmartHarvest Portfolios
Washington
$1.6M +$1.84M +17,098 New
MMC
1611
Mizuho Markets Cayman
Cayman Islands
$1.6M +$1.67M +15,480 +968%
RCM
1612
Riverpark Capital Management
New York
$1.6M +$22.6K +210 +1%
DA
1613
Dover Advisors
Virginia
$1.6M +$541K +5,018 +42%
FAM
1614
Formidable Asset Management
Ohio
$1.6M -$1.29M -11,967 -90%
WSFS
1615
Wilmington Savings Fund Society
Delaware
$1.6M +$264K +2,445 +17%
FAOAI
1616
Fund Advisors of America Inc
Florida
$1.6M +$1.84M +17,038 New
ACA
1617
Affinity Capital Advisors
California
$1.59M +$10.5K +97 +0.6%
SACTSONJ
1618
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.59M – – –
RPCONE
1619
Retirement Planning Company of New England
Rhode Island
$1.59M -$9.27K -86 -0.5%
MMPW
1620
Mitchell McLeod Pugh & Williams
Alabama
$1.59M -$119K -1,100 -5%
DG
1621
DMC Group
Alabama
$1.59M -$113K -1,044 -6%
AM
1622
AGF Management
Ontario, Canada
$1.59M -$165M -1,530,362 -99%
BWM
1623
Bulltick Wealth Management
Florida
$1.58M +$1.82M +16,865 New
SVWAG
1624
Sound View Wealth Advisors Group
Georgia
$1.58M -$107K -992 -6%
VR
1625
Vision Retirement
New Jersey
$1.57M +$1.81M +16,762 New
63 64
65
66 67