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Name Holding Trade Value Shares
Change 		Change in
Stake
PWG
1076
Portside Wealth Group
Utah
$1.23M -$1.84M -23,411 -63%
NFC
1077
Northeast Financial Consultants
Connecticut
$1.23M +$471K +6,000 +76%
AA
1078
Auxano Advisors
Washington
$1.22M +$33.6K +428 +3%
SC
1079
Sapient Capital
Indiana
$1.22M -$836K -10,657 -44%
MLL
1080
Moody Lynn & Lieberson
Massachusetts
$1.22M -$2.75K -35 -0.3%
MBTD
1081
Mechanics Bank - Trust Department
California
$1.21M -$66.7K -851 -6%
MNBTD
1082
Moody National Bank Trust Division
Texas
$1.21M +$112K +1,432 +12%
MPPW
1083
Mitchell & Pahl Private Wealth
Oklahoma
$1.21M +$305K +3,889 +40%
VBCG
1084
Valley Brook Capital Group
Pennsylvania
$1.21M -$166K -2,118 -13%
SLT
1085
St Louis Trust
Missouri
$1.2M -$122K -1,557 -10%
CCA
1086
Cobblestone Capital Advisors
New York
$1.2M +$353K +4,506 +50%
TCA
1087
Transcend Capital Advisors
New Jersey
$1.19M +$94.3K +1,203 +10%
AWM
1088
Angeles Wealth Management
California
$1.18M -$123K -1,566 -10%
PTP
1089
Platform Technology Partners
New York
$1.18M +$61.8K +788 +6%
NERM
1090
New England Research & Management
Illinois
$1.17M +$1.96K +25 +0.2%
CA
1091
Cullinan Associates
Kentucky
$1.17M -$909K -11,592 -45%
SHFA
1092
SS&H Financial Advisors
Michigan
$1.17M -$450K -5,743 -30%
BMM
1093
Buffington Mohr McNeal
Idaho
$1.16M -$16.6K -212 -2%
BC
1094
Burney Company
Virginia
$1.16M +$242K +3,080 +31%
VT
1095
Vise Technologies
New York
$1.16M -$35.5K -453 -3%
GIA
1096
Gladstone Institutional Advisory
Florida
$1.16M -$844K -10,766 -45%
FHA
1097
Flagship Harbor Advisors
Massachusetts
$1.16M +$36.5K +465 +4%
NL
1098
NVWM LLC
Pennsylvania
$1.16M +$41K +523 +4%
SRL
1099
Scientech Research LLC
New Jersey
$1.15M +$1.02M +13,062 New
DWP
1100
Daymark Wealth Partners
Ohio
$1.15M -$128K -1,635 -1%
42 43
44
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