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Name Holding Trade Value Shares
Change 		Change in
Stake
DLA
1301
Douglas Lane & Associates
New York
$624K -$14.2K -154 -2%
ISWM
1302
Independent Solutions Wealth Management
New York
$623K -$43K -466 -7%
GPA
1303
Garrison Point Advisors
California
$623K -$6.46K -70 -1%
RMC
1304
Resources Management Corp
Connecticut
$623K +$6.92K +75 +1%
B
1305
Bailard
California
$618K -$81.2K -880 -12%
ME
1306
McIlrath & Eck
Washington
$617K +$4.89K +53 +0.8%
PCM
1307
Pennsylvania Capital Management
Pennsylvania
$617K +$581K +6,293 New
PP
1308
Professional Planning
California
$617K +$581K +6,293 New
TF
1309
Tompkins Financial
New York
$616K – – –
NAMP
1310
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$615K -$40.6K -440 -7%
CPO
1311
Cerity Partners OCIO
New York
$615K +$68.4K +741 +13%
BO
1312
Bank OZK
Arkansas
$613K – – –
KWM
1313
Keebeck Wealth Management
Illinois
$613K +$49.4K +535 +9%
IWP
1314
Icon Wealth Partners
Texas
$613K +$334K +3,618 +137%
SC
1315
Sepio Capital
Utah
$610K -$1.15M -12,413 -67%
ZB
1316
Zions Bancorporation
Utah
$610K -$12.4K -134 -2%
CRC
1317
Curi RMB Capital
Illinois
$607K – – –
PWPS
1318
Pinnacle Wealth Planning Services
Ohio
$603K +$28.2K +306 +5%
LFAS
1319
Level Four Advisory Services
Texas
$600K +$85.1K +922 +18%
FIM
1320
Freedom Investment Management
Connecticut
$599K -$88.6K -960 -14%
SC
1321
Saybrook Capital
North Carolina
$597K -$7.38K -80 -1%
AIA
1322
Angeles Investment Advisors
California
$597K +$30.6K +331 +6%
I
1323
INVST
Indiana
$597K +$314K +3,407 +125%
FMLI
1324
Fukoku Mutual Life Insurance
Japan
$588K -$46.1K -500 -8%
NP
1325
NorthRock Partners
Minnesota
$588K -$1.94K -21 -0.3%
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