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Name Holding Trade Value Shares
Change 		Change in
Stake
MC
876
Mirabaud & Cie
Switzerland
$689K – – –
TPWA
877
TRUE Private Wealth Advisors
Oregon
$688K +$4.88K +111 +0.7%
GC
878
Grange Capital
Oregon
$683K -$47.7K -1,084 -6%
AWM
879
Avior Wealth Management
Nebraska
$682K -$31.5K -715 -4%
CBTWT
880
Community Bank & Trust (Waco, Texas)
Texas
$679K – – –
VSQM
881
V-Square Quantitative Management
Illinois
$679K +$78.6K +1,787 +12%
CPW
882
Cove Private Wealth
New York
$678K -$17K -386 -2%
CNC
883
Citizens & Northern Corp
Pennsylvania
$676K -$26.3K -597 -3%
SPC
884
Sigma Planning Corp
Michigan
$668K -$872K -19,816 -55%
PBC
885
Pavion Blue Capital
California
$668K +$49.2K +1,119 +7%
PP
886
Patron Partners
Texas
$667K -$2.46K -56 -0.3%
CL
887
CPWA LLC
Oregon
$663K -$20.5K -467 -3%
PAA
888
Peregrine Asset Advisers
Oregon
$663K -$5.37K -122 -0.7%
CP
889
Cornerstone Planning
North Carolina
$662K +$14.2K +322 +2%
SAG
890
SageView Advisory Group
California
$660K +$20.4K +463 +3%
CAM
891
Cidel Asset Management
Ontario, Canada
$655K +$176K +3,995 +33%
EWM
892
Empirical Wealth Management
Washington
$654K -$72.9K -1,657 -9%
CAG
893
Cypress Advisory Group
Arizona
$653K – – –
CMA
894
Cedar Mountain Advisors
Oregon
$649K -$10.2K -233 -1%
SIM
895
Studio Investment Management
Illinois
$647K +$687K +15,613 New
RFC
896
Regions Financial Corp
Alabama
$644K -$1.37M -31,190 -67%
LIM
897
Leavell Investment Management
Alabama
$643K -$316K -7,180 -32%
ETS
898
ESL Trust Services
New York
$636K – – –
BP
899
Ballentine Partners
Massachusetts
$636K -$62.3K -1,416 -8%
DWM
900
Diversify Wealth Management
Utah
$634K -$32.9K -748 -5%
34 35
36
37 38