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Name Holding Trade Value Shares
Change 		Change in
Stake
PPWP
876
Premier Path Wealth Partners
New Jersey
$1.36M -$318K -4,880 -19%
IFWM
877
Institute for Wealth Management
Colorado
$1.36M -$4.95K -76 -0.4%
JSSH
878
J. Safra Sarasin Holding
$1.35M +$774K +11,873 +127%
OCBCO
879
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.34M +$389K +5,966 +37%
CWS
880
Confluence Wealth Services
Pennsylvania
$1.34M -$254K -3,891 -16%
CFWMA
881
Center for Wealth Management Advisory
Ohio
$1.34M +$1.37M +20,986 New
PA
882
Profund Advisors
Maryland
$1.34M -$101K -1,549 -7%
BFA
883
Benedict Financial Advisors
Georgia
$1.33M +$1.37M +20,954 New
VA
884
Valmark Advisers
Ohio
$1.33M -$119K -1,819 -8%
CRC
885
Curi RMB Capital
Illinois
$1.32M +$1.96K +30 +0.1%
SCP
886
Sender Company & Partners
New York
$1.32M -$1.49M -22,912 -53%
BP
887
Ballentine Partners
Massachusetts
$1.32M -$56.1K -860 -4%
ACMA
888
Arbor Capital Management (Alaska)
Alaska
$1.32M +$108K +1,655 +9%
YIA
889
YHB Investment Advisors
Connecticut
$1.32M -$188K -2,885 -12%
LCM
890
Leisure Capital Management
California
$1.31M -$189K -2,904 -12%
FCBT
891
First Citizens Bank & Trust
North Carolina
$1.31M -$121K -1,853 -8%
PCM
892
Palouse Capital Management
Washington
$1.31M -$55K -844 -4%
DI
893
Disciplined Investors
Texas
$1.31M +$1.34M +20,515 New
AIM
894
Allen Investment Management
New York
$1.31M – – –
RA
895
RiverPark Advisors
New York
$1.3M +$50K +767 +4%
HTIM
896
Harbour Trust & Investment Management
Indiana
$1.3M -$24.1K -370 -2%
LT
897
Lindsell Train
United Kingdom
$1.3M – – –
AF
898
Aviso Financial
Ontario, Canada
$1.29M -$552K -8,464 -29%
OAM
899
Ostrum Asset Management
France
$1.29M +$218K +3,348 +20%
MT
900
Midwest Trust
Kansas
$1.29M -$83.4K -1,280 -6%
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