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Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1301
Bridgewater Advisors
New York
$320K -$104K -1,714 -18%
FNT
1302
First National Trust
Pennsylvania
$319K -$69.3K -1,143 -16%
LCG
1303
Lakeshore Capital Group
Illinois
$319K +$10.2K +169 +3%
EWP
1304
Evergreen Wealth Partners
Montana
$318K -$38.9K -642 -10%
WWWM
1305
White Wing Wealth Management
Texas
$318K -$48.8K -804 -12%
CA
1306
Cache Advisors
California
$316K – – –
IA
1307
Insight Advisors
Pennsylvania
$315K -$5.58K -92 -2%
SC
1308
Syon Capital
California
$315K -$102K -1,686 -22%
HR
1309
Hardy Reed
Mississippi
$313K -$11K -182 -3%
WSC
1310
Wellington Shields & Co
New York
$312K +$12.1K +200 +4%
JFA
1311
JNBA Financial Advisors
Minnesota
$311K -$17.3K -286 -5%
APW
1312
Axim Planning & Wealth
Ohio
$309K +$139K +2,293 +65%
VV
1313
Verity & Verity
South Carolina
$307K -$50.1K -827 -12%
TWIM
1314
TIAA Wealth Investment Management
New York
$306K +$351K +5,792 New
PWM
1315
Pines Wealth Management
North Carolina
$306K +$15.3K +252 +5%
CCA
1316
Cadent Capital Advisors
Oklahoma
$304K +$243 +4 +0.1%
ISFAN
1317
Investor's Fiduciary Advisor Network
Washington
$304K +$38K +627 +12%
AC
1318
Avestar Capital
New York
$303K -$230K -3,796 -40%
OIMU
1319
Osmosis Investment Management UK
United Kingdom
$300K +$345K +5,684 New
AIM
1320
Advyzon Investment Management
Illinois
$300K +$45.5K +750 +15%
PAMS
1321
Pinpoint Asset Management (Singapore)
$300K +$344K +5,674 New
PCMM
1322
Piedmont Capital Management (Montana)
Montana
$300K +$19.8K +326 +5%
HW
1323
Hamilton Wealth
California
$300K +$344K +5,672 New
LPT
1324
Legacy Private Trust
Wisconsin
$300K +$344K +5,672 New
TCBWMS
1325
Texas Capital Bank Wealth Management Services
Texas
$299K -$969K -15,983 -74%
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