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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
951
BigSur Wealth Management
Florida
$799K -$160K -2,275 -19%
HA
952
Harfst & Associates
Wyoming
$798K +$14.9K +211 +2%
WI
953
Wintrust Investments
Illinois
$794K +$702K +9,959 New
MC
954
Matisse Capital
Oregon
$793K -$52.8K -750 -7%
WT
955
Washington Trust
Rhode Island
$790K -$51.7K -734 -7%
FWP
956
FAS Wealth Partners
Kansas
$779K +$7.89K +112 +1%
RIL
957
Rothschild Investment LLC
Illinois
$760K -$65.9K -935 -9%
AHC
958
Adell Harriman & Carpenter
Texas
$759K -$28.2K -400 -4%
TCM
959
Tuttle Capital Management
Connecticut
$758K +$671K +9,523 New
CFA
960
Carroll Financial Associates
North Carolina
$755K +$2.61K +37 +0.4%
TWI
961
Thomas White International
Illinois
$751K – – –
ST
962
Spinnaker Trust
Maine
$747K -$2.39M -33,856 -78%
PHK
963
Point72 Hong Kong
Hong Kong
$742K +$656K +9,316 New
WIA
964
Wealthstreet Investment Advisors
Texas
$741K +$35.2K +500 +6%
HCMNY
965
Howard Capital Management (New York)
New York
$738K +$16K +227 +3%
CF
966
Centaurus Financial
California
$738K +$222K +3,156 +52%
AP
967
Appleton Partners
Massachusetts
$737K – – –
MWM
968
Meridian Wealth Management
Kentucky
$735K +$16.3K +232 +3%
LBC
969
Lowe Brockenbrough & Co
Virginia
$733K -$15.1K -215 -2%
PAM
970
Private Asset Management
California
$730K – – –
CC
971
Chicago Capital
Illinois
$724K +$640K +9,082 New
GLA
972
Good Life Advisors
Pennsylvania
$722K +$62.6K +888 +11%
SFA
973
Sequoia Financial Advisors
Ohio
$720K -$10.4M -147,763 -94%
BMM
974
Buffington Mohr McNeal
Idaho
$718K – – –
MWNA
975
Marshall Wace North America
New York
$717K -$35.8M -507,764 -98%
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