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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1676
MONECO Advisors
Connecticut
$11.6M +$312K +3,089 +3%
EFM
1677
Eley Financial Management
Vermont
$11.5M -$300K -2,969 -3%
ATC
1678
Adirondack Trust Company
New York
$11.5M -$561K -5,550 -6%
CA
1679
Callahan Advisors
Texas
$11.5M +$2.42M +23,950 +35%
CIP
1680
Convergence Investment Partners
Florida
$11.5M +$2.76M +27,331 +42%
PCM
1681
Pennsylvania Capital Management
Pennsylvania
$11.4M +$697K +6,893 +8%
NAS
1682
Nicolet Advisory Services
Wisconsin
$11.3M +$690K +6,823 +9%
LAM
1683
L2 Asset Management
Massachusetts
$11.3M +$888K +8,785 +11%
FIM
1684
Freedom Investment Management
Connecticut
$11.2M +$992K +9,807 +12%
XWM
1685
Xcel Wealth Management
Florida
$11.2M -$132K -1,303 -1%
TAM
1686
Tucker Asset Management
Colorado
$11.2M +$195K +1,931 +2%
LSA
1687
Leonteq Securities AG
Switzerland
$11.2M -$5.8M -57,356 -39%
PCM
1688
Prelude Capital Management
New York
$11.2M -$13.1M -129,311 -59%
BPAMU
1689
BTG Pactual Asset Management US
New York
$11.1M +$9.11M +90,140 New
MYIA
1690
Mount Yale Investment Advisors
Colorado
$11.1M +$620K +6,130 +7%
GSIAS
1691
Garden State Investment Advisory Services
New Jersey
$11.1M +$256K +2,530 +3%
SSWM
1692
Sheets Smith Wealth Management
North Carolina
$11.1M -$556K -5,496 -6%
VIP
1693
Vantage Investment Partners
Missouri
$11.1M -$4.52M -44,680 -33%
LWM
1694
Liberty Wealth Management
California
$11.1M +$34.9M +345,317 +416%
SAM
1695
S.A. Mason
Michigan
$11M -$8.09K -80 -0.1%
NAMNJ
1696
NorthStar Asset Management (New Jersey)
New Jersey
$11M -$644K -6,368 -7%
CRC
1697
Curi RMB Capital
Illinois
$11M -$56.6K -560 -0.6%
WF
1698
Wayfinding Financial
Washington
$11M +$106K +1,047 +1%
PFA
1699
Pure Financial Advisors
California
$11M +$846K +8,365 +10%
VIG
1700
Vienna Insurance Group
Poland
$11M – – –
66 67
68
69 70