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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1151
Mission Wealth Management
California
$923K +$144K +1,528 +20%
AWM
1152
Altium Wealth Management
New York
$922K +$67.6K +717 +9%
HCMNY
1153
Howard Capital Management (New York)
New York
$911K – – –
ATWA
1154
Arbor Trust Wealth Advisors
Michigan
$908K +$843K +8,939 New
HIIFS
1155
Harel Insurance Investments & Financial Services
Israel
$901K +$70.6K +749 +9%
SIM
1156
Sonora Investment Management
Arizona
$899K -$40.6K -431 -5%
B
1157
Bailard
California
$899K +$15.6K +166 +2%
LBC
1158
Lowe Brockenbrough & Co
Virginia
$894K -$16.5K -175 -2%
FMC
1159
First Merchants Corp
Indiana
$894K -$10.3K -109 -1%
ANB
1160
Amarillo National Bank
Texas
$893K – – –
CONA
1161
Capital One National Association
New York
$893K +$831K +8,816 New
WEC
1162
Winslow Evans & Crocker
Massachusetts
$890K -$28.1K -298 -3%
PAM
1163
Private Asset Management
California
$886K -$4.71K -50 -0.6%
AIC
1164
Archer Investment Corporation
Indiana
$884K -$22K -233 -3%
BCM
1165
Brookstone Capital Management
Illinois
$884K +$78.2K +829 +11%
TI
1166
Truepoint Inc
Ohio
$880K – – –
TWI
1167
Thomas White International
Illinois
$879K -$7.92K -84 -1%
DAM
1168
Diamant Asset Management
Connecticut
$873K – – –
GW
1169
GW & Wade
Massachusetts
$873K +$38.8K +412 +5%
FIM
1170
Frontier Investment Management
Texas
$867K +$60.2K +639 +8%
RWA
1171
Ropes Wealth Advisors
Massachusetts
$857K -$692K -7,340 -46%
SSW
1172
Smith Shellnut Wilson
Mississippi
$857K -$23.9K -253 -3%
BOS
1173
Bank of Stockton
California
$856K -$56.6K -600 -7%
SGI
1174
Summit Global Investments
Utah
$856K +$5.18K +55 +0.7%
HAG
1175
HighPoint Advisor Group
Illinois
$856K +$84.5K +896 +12%
45 46
47
48 49