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Name Holding Trade Value Shares
Change 		Change in
Stake
WRPWM
1501
Werba Rubin Papier Wealth Management
California
$351K -$822 -5 -0.3%
TP
1502
Tranquility Partners
Tennessee
$350K +$3.29K +20 +1%
MS
1503
Mizuho Securities
Japan
$349K -$469K -2,850 -59%
WCM
1504
Wedge Capital Management
North Carolina
$349K -$12.3K -75 -4%
MFIM
1505
Mesirow Financial Investment Management
Illinois
$349K +$19.7K +120 +7%
NB
1506
Nicolet Bankshares
Wisconsin
$347K +$319K +1,940 New
CG
1507
Corundum Group
Colorado
$346K -$37.8K -230 -11%
NRC
1508
New Republic Capital
North Carolina
$345K +$18.1K +110 +6%
GT
1509
Glenview Trust
Kentucky
$345K – – –
SC
1510
Summa Corp
Texas
$343K – – –
FCA
1511
FinTrust Capital Advisors
South Carolina
$343K +$15.6K +95 +5%
LF
1512
Lantz Financial
Illinois
$343K +$22.2K +135 +8%
KA
1513
Klingman & Associates
New York
$341K +$313K +1,905 New
DWM
1514
Darwin Wealth Management
Florida
$340K -$2.46M -14,970 -89%
TCWA
1515
Turtle Creek Wealth Advisors
Texas
$340K +$49.3K +300 +19%
RWM
1516
RKL Wealth Management
Pennsylvania
$339K -$1.64K -10 -0.5%
WPW
1517
Watershed Private Wealth
Illinois
$338K – – –
SIMG
1518
Sonora Investment Management Group
Arizona
$337K +$80.6K +490 +35%
GGA
1519
Granite Group Advisors
Connecticut
$337K -$14.8K -90 -5%
APW
1520
Austin Private Wealth
Texas
$337K +$822 +5 +0.3%
RPWA
1521
Regent Peak Wealth Advisors
Georgia
$337K +$11.5K +70 +4%
ACI
1522
Alpha Cubed Investments
California
$335K +$37.8K +230 +14%
PTC
1523
Private Trust Company
Ohio
$335K -$26.3K -160 -8%
BPCE
1524
Bank Pictet & Cie (Europe)
Germany
$331K – – –
PP
1525
Pegasus Partners
Wisconsin
$330K +$6.58K +40 +2%
59 60
61
62 63