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Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
926
Annex Advisory Services
Wisconsin
$5.38M +$3.85K +240 +0.1%
SW
927
SVB Wealth
Massachusetts
$5.34M +$285K +17,760 +7%
DPIM
928
Duff & Phelps Investment Management
Illinois
$5.33M -$365K -22,800 -8%
CPIG
929
Chicago Partners Investment Group
Illinois
$5.32M +$13.1M +820,240 +290%
CIAS
930
Capital Investment Advisory Services
North Carolina
$5.32M +$1.63M +102,000 +62%
MIM
931
Marco Investment Management
Georgia
$5.29M -$91K -5,680 -2%
GWSG
932
GPS Wealth Strategies Group
Colorado
$5.29M +$121K +7,520 +3%
NCM
933
Nelson Capital Management
California
$5.29M -$3.12M -194,520 -42%
FA
934
Fagan Associates
New York
$5.27M +$6.41K +400 +0.2%
SWA
935
SOA Wealth Advisors
New York
$5.26M +$583K +36,360 +16%
FHB
936
First Hawaiian Bank
Hawaii
$5.24M -$1.94M -121,320 -32%
HB
937
Homrich & Berg
Georgia
$5.23M +$429K +26,760 +11%
SCA
938
STALEY CAPITAL ADVISERS
Pennsylvania
$5.18M – – –
PWSG
939
Pacific Wealth Strategies Group
California
$5.18M -$74.4K -4,640 -2%
RIA
940
Regal Investment Advisors
Michigan
$5.17M +$4.15M +258,680 New
CBN
941
Cadence Bank NA
Texas
$5.16M +$5.77K +360 +0.1%
OAC
942
OMERS Administration Corp
Ontario, Canada
$5.14M -$674K -42,040 -14%
SXL
943
Summit X LLC
Missouri
$5.13M +$118K +7,360 +3%
MWM
944
Mission Wealth Management
California
$5.12M -$122K -7,600 -3%
MCCP
945
Mission Creek Capital Partners
California
$5.08M -$119K -7,440 -3%
BB
946
Berkshire Bank
Massachusetts
$5.07M +$159K +9,920 +4%
FFA
947
First Foundation Advisors
California
$5.05M -$31.4K -1,960 -0.8%
SCA
948
Stonebridge Capital Advisors
Minnesota
$5M -$8.34K -520 -0.2%
S
949
swisspartners
Liechtenstein
$4.98M -$813K -50,720 -17%
CIS
950
Connors Investor Services
Pennsylvania
$4.97M -$1.5M -93,480 -27%
36 37
38
39 40