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Name Holding Trade Value Shares
Change 		Change in
Stake
SF
1101
Summit Financial
New Jersey
$1.02M +$228K +2,908 +28%
CD
1102
Chapin Davis
Maryland
$1.01M – – –
EB
1103
Eastern Bank
Massachusetts
$1.01M -$330K -4,202 -24%
CCG
1104
Ceeto Capital Group
Florida
$1.01M -$86.4K -1,100 -8%
PWG
1105
Portside Wealth Group
Utah
$1.01M -$49.1K -625 -4%
GS
1106
GTS Securities
Florida
$1M -$45.9M -584,463 -98%
SHFA
1107
SS&H Financial Advisors
Michigan
$1M – – –
NBT
1108
Northwest Bank & Trust
Iowa
$998K -$16.3K -208 -2%
RIL
1109
Rothschild Investment LLC
Illinois
$998K -$95.4K -1,214 -8%
BC
1110
Burney Company
Virginia
$997K +$3.14K +40 +0.3%
AWM
1111
Angeles Wealth Management
California
$990K -$24K -306 -2%
SLI
1112
Sumitomo Life Insurance
Japan
$990K -$765K -9,743 -43%
MP
1113
McDonald Partners
Ohio
$988K +$31K +395 +3%
NL
1114
NVWM LLC
Pennsylvania
$983K -$6.6K -84 -0.6%
SIC
1115
Salem Investment Counselors
North Carolina
$982K -$550 -7 -0.1%
RCM
1116
Riverpark Capital Management
New York
$981K – – –
NERM
1117
New England Research & Management
Illinois
$978K -$27.5K -350 -3%
C
1118
Certuity
Florida
$974K +$327K +4,165 +48%
FHA
1119
Flagship Harbor Advisors
Massachusetts
$973K -$17K -216 -2%
GCA
1120
Greenwood Capital Associates
South Carolina
$970K -$361K -4,596 -26%
CAG
1121
Cypress Advisory Group
Arizona
$969K +$1.01M +12,804 New
MIA
1122
MeadowBrook Investment Advisors
Michigan
$963K -$8.64K -110 -0.9%
PCP
1123
Pacific Capital Partners
$957K +$367K +4,673 +59%
BEAM
1124
Baker Ellis Asset Management
Washington
$950K -$133K -1,697 -12%
IP
1125
Intellectus Partners
California
$948K +$60.2K +767 +7%
43 44
45
46 47