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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
826
Carret Asset Management
New York
$1.12M – – –
AWM
827
Aevitas Wealth Management
Massachusetts
$1.12M +$1.03M +17,897 New
HFA
828
HC Financial Advisors
California
$1.12M +$1.03M +17,862 New
RIM
829
Rampart Investment Management
Connecticut
$1.11M +$85.7K +1,490 +9%
PCP
830
Proficio Capital Partners
Massachusetts
$1.11M -$32.9K -573 -3%
DBG
831
De Burlo Group
Massachusetts
$1.11M – – –
WSCM
832
Wellington Shields Capital Management
New York
$1.11M -$1.39M -24,149 -58%
RM
833
Resource Management
Louisiana
$1.1M +$962K +16,728 New
RE
834
RBC Europe
United Kingdom
$1.1M +$11K +192 +1%
IWA
835
IBEX Wealth Advisors
New Jersey
$1.1M +$16.2K +281 +2%
ACPU
836
Arrowgrass Capital Partners (US)
Delaware
$1.09M +$30.9K +537 +3%
BTNA
837
Bremer Trust National Association
Minnesota
$1.09M -$355K -6,179 -26%
AIM
838
Acropolis Investment Management
Missouri
$1.08M -$2.01K -35 -0.2%
KC
839
Kingfisher Capital
North Carolina
$1.07M +$6.15K +107 +0.6%
SPC
840
Sigma Planning Corp
Michigan
$1.07M -$144K -2,512 -13%
IFWM
841
Institute for Wealth Management
Colorado
$1.07M -$24.3K -422 -2%
PGCM
842
Prescott Group Capital Management
Oklahoma
$1.05M – – –
RWA
843
Ropes Wealth Advisors
Massachusetts
$1.04M +$8.22K +143 +0.9%
MFW
844
Meristem Family Wealth
Minnesota
$1.04M -$55.9K -973 -6%
PH
845
Pinnacle Holdings
Oklahoma
$1.03M +$690 +12 +0.1%
RA
846
Rational Advisors
New York
$1.03M +$280K +4,878 +42%
HSA
847
HBK Sorce Advisory
Pennsylvania
$1.02M +$48.4K +841 +5%
CSM
848
CAMG Solamere Management
North Carolina
$1.02M -$112K -1,945 -11%
BBNB
849
Baker Boyer National Bank
Washington
$1.02M -$7.82K -136 -0.8%
PG
850
Patten Group
Tennessee
$1.01M -$33.3K -580 -3%
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