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Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
726
Gables Capital Management
Florida
$1.11M +$194K +32,000 +21%
RA
727
Rational Advisors
New York
$1.1M -$1.02M -168,360 -47%
RW
728
Rand Wealth
Maryland
$1.1M +$887K +146,000 +372%
GBT
729
Grove Bank & Trust
Florida
$1.09M -$36.7K -6,040 -3%
BFS
730
Bradley Foster & Sargent
Connecticut
$1.08M +$733K +120,600 +193%
KA
731
Kovack Advisors
Florida
$1.08M -$51.8K -8,520 -4%
RHBC
732
R.H. Bluestein & Co
Michigan
$1.08M -$741K -121,960 -40%
ADL
733
Asset Dedication LLC
California
$1.07M +$32.3K +5,320 +3%
LWAC
734
Laurel Wealth Advisors (California)
California
$1.07M +$42.5K +7,000 +4%
BHWM
735
Bar Harbor Wealth Management
New Hampshire
$1.06M +$50.3K +8,280 +5%
BTNA
736
Bremer Trust National Association
Minnesota
$1.05M -$802K -132,040 -43%
SS
737
Simplicity Solutions
Minnesota
$1.04M +$340K +55,920 +46%
MNBTD
738
Moody National Bank Trust Division
Texas
$1.04M – – –
KFA
739
Krane Funds Advisors
New York
$1.04M +$95.5K +15,720 +10%
RC
740
RegentAtlantic Capital
New Jersey
$1.03M -$53.9K -8,880 -5%
AAM
741
Ascension Asset Management
New York
$1.03M +$42.5K +7,000 +4%
AGA
742
Accuvest Global Advisors
Utah
$1.03M +$1.05M +172,440 +16,581%
LCM
743
Logan Capital Management
Pennsylvania
$1.03M – – –
FAIM
744
Financial Advocates Investment Management
Washington
$1.02M -$133K -21,960 -12%
ANRIA
745
American National Registered Investment Advisor
Texas
$1.02M – – –
SICM
746
Sustainable Insight Capital Management
New York
$1.02M -$851K -140,000 -45%
LSAG
747
Lake Street Advisors Group
New Hampshire
$1.02M -$20.4K -3,360 -2%
CIA
748
Choate Investment Advisors
Massachusetts
$1.01M -$343K -56,400 -25%
DAS
749
Dynamic Advisor Solutions
Arizona
$1.01M +$9.23K +1,520 +0.9%
VCM
750
Vivaldi Capital Management
Illinois
$1.01M -$341K -56,200 -25%
28 29
30
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