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Name Holding Trade Value Shares
Change 		Change in
Stake
PL
1126
Perpetual Ltd
Australia
$445K – – –
BFA
1127
Bragg Financial Advisors
North Carolina
$444K – – –
PP
1128
Palladium Partners
Virginia
$441K – – –
FMLI
1129
Fukoku Mutual Life Insurance
Japan
$441K +$40.2K +500 +11%
MWA
1130
Martel Wealth Advisors
Washington
$439K +$416K +5,177 New
PAS
1131
Partnervest Advisory Services
California
$438K +$107K +1,330 +35%
PAM
1132
Peak Asset Management
Colorado
$434K -$3.45K -43 -0.8%
GFPC
1133
Global Financial Private Capital
Florida
$434K +$35.3K +439 +9%
PNAA
1134
Pictet North America Advisors
Switzerland
$431K +$99.6K +1,240 +32%
LAIC
1135
Lederer & Associates Investment Counsel
California
$428K +$18.9K +235 +5%
TSW
1136
Thompson Siegel & Walmsley
Virginia
$426K -$16.1K -200 -4%
CP
1137
Cumberland Partners
Ontario, Canada
$425K -$64.3K -800 -14%
LCH
1138
Lee Capital Holdings
New York
$424K – – –
HPWM
1139
Highland Private Wealth Management
Washington
$424K +$8.51K +106 +2%
TFA
1140
Toth Financial Advisory
Virginia
$423K -$53.8K -670 -12%
NFC
1141
Northeast Financial Consultants
Connecticut
$419K +$161K +2,002 +68%
SSWM
1142
Smith Salley Wealth Management
North Carolina
$418K -$18.3K -228 -4%
DMC
1143
Drexel Morgan & Co
Pennsylvania
$418K – – –
LDB
1144
Lee, Danner & Bass
Tennessee
$417K -$84.3K -1,050 -18%
DWM
1145
Doyle Wealth Management
Florida
$417K +$13.7K +170 +4%
CF
1146
Centaurus Financial
California
$413K -$343K -4,265 -46%
PMG
1147
ProVise Management Group
Florida
$408K – – –
MWPCG
1148
Measured Wealth Private Client Group
New Hampshire
$408K +$67.1K +836 +21%
NMC
1149
Nine Masts Capital
Hong Kong
$407K -$56.2K -700 -13%
LW
1150
Linscomb Wealth
Texas
$406K -$6.83K -85 -2%
44 45
46
47 48