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Name Holding Trade Value Shares
Change 		Change in
Stake
S
826
SimplyRich
California
$1.72M -$298 -4 -0%
CAG
827
Crestwood Advisors Group
Massachusetts
$1.72M -$21.2K -284 -1%
SW
828
SVB Wealth
Massachusetts
$1.72M -$569K -7,630 -24%
EAM
829
Erste Asset Management
Austria
$1.72M -$3.04M -40,729 -63%
BF
830
BOK Financial
Oklahoma
$1.72M -$690K -9,261 -27%
CA
831
Callahan Advisors
Texas
$1.71M -$281K -3,772 -13%
S
832
ShariaPortfolio
Florida
$1.71M -$18.5K -248 -1%
HCM
833
Highview Capital Management
Illinois
$1.71M +$1.82M +24,463 New
MA
834
Montag & Associates
Georgia
$1.69M +$1.27K +17 +0.1%
HI
835
Human Investing
Oregon
$1.69M +$522 +7 +0%
GCM
836
Generation Capital Management
New York
$1.68M – – –
AFM
837
Abbot Financial Management
Massachusetts
$1.68M -$24.8K -333 -1%
ECM
838
Everence Capital Management
Indiana
$1.67M – – –
ST
839
Somerset Trust
Pennsylvania
$1.67M +$35.5K +477 +2%
ACA
840
Aptus Capital Advisors
Alabama
$1.67M -$296K -3,969 -14%
SS
841
SBI Securities
Japan
$1.67M -$194K -2,608 -10%
CCFCSB
842
Cape Cod Five Cents Savings Bank
Massachusetts
$1.66M – – –
DFCM
843
Dark Forest Capital Management
Puerto Rico
$1.65M +$1.77M +23,708 New
YIA
844
YHB Investment Advisors
Connecticut
$1.64M -$53.2K -714 -3%
DA
845
Dover Advisors
Virginia
$1.64M -$22.4K -300 -1%
LCM
846
Leisure Capital Management
California
$1.64M -$9.76K -131 -0.6%
RA
847
Ransom Advisory
Rhode Island
$1.64M -$123K -1,650 -7%
BI
848
Ballast Inc
Kentucky
$1.63M -$34.4K -462 -2%
LNWWM
849
Laird Norton Wetherby Wealth Management
California
$1.62M +$13.5K +181 +0.8%
CCWM
850
Correct Capital Wealth Management
Missouri
$1.62M +$7.83K +105 +0.5%
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