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Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
1701
Gemmer Asset Management
California
$1.14M -$17K -193 -1%
OAM
1702
Occidental Asset Management
California
$1.13M -$28.4K -323 -2%
CWP
1703
Core Wealth Partners
California
$1.13M -$39.8K -452 -3%
AWAG
1704
ARS Wealth Advisors Group
Florida
$1.13M +$969 +11 +0.1%
ESB
1705
Essex Savings Bank
Connecticut
$1.13M -$41.6K -472 -3%
GT
1706
Glenview Trust
Kentucky
$1.13M -$48.7K -553 -3%
AHC
1707
Adell Harriman & Carpenter
Texas
$1.13M -$46.2K -525 -3%
AA
1708
Alta Advisers
United Kingdom
$1.12M – – –
RSA
1709
River Street Advisors
Illinois
$1.12M +$39.5K +449 +3%
DI
1710
Diligent Investors
California
$1.12M +$112K +1,270 +9%
PWM
1711
Purus Wealth Management
California
$1.12M +$12.9K +146 +0.9%
NSIM
1712
North Star Investment Management
Illinois
$1.12M +$17.7K +201 +1%
FCFC
1713
First Commonwealth Financial Corp
Pennsylvania
$1.12M +$26.8K +304 +2%
CWG
1714
Crown Wealth Group
North Carolina
$1.12M -$45.7K -519 -3%
VR
1715
Vision Retirement
New Jersey
$1.11M -$16.7K -190 -1%
ISWM
1716
Independent Solutions Wealth Management
New York
$1.11M -$2.22M -25,158 -62%
JWM
1717
JPL Wealth Management
Colorado
$1.11M -$15.7K -178 -1%
LCWP
1718
Legacy Capital Wealth Partners
Arkansas
$1.11M +$67K +761 +5%
PWMG
1719
Prestige Wealth Management Group
New Jersey
$1.11M +$127K +1,442 +10%
QFA
1720
Quattro Financial Advisors
Texas
$1.11M +$1.15M +13,005 +515%
ASBI
1721
American State Bank (Iowa)
Iowa
$1.11M +$132K +1,496 +11%
SSWM
1722
Sheets Smith Wealth Management
North Carolina
$1.11M +$8.89K +101 +0.7%
SIM
1723
Samara Investment Management
Oregon
$1.11M +$105K +1,189 +8%
WMA
1724
West Michigan Advisors
Michigan
$1.11M -$187K -2,121 -12%
FMLI
1725
Fukoku Mutual Life Insurance
Japan
$1.1M -$4.76K -54 -0.3%
67 68
69
70 71