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Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
576
Baker Tilly Wealth Management
Wisconsin
$465K -$15.1K -233 -3%
MWC
577
MBM Wealth Consultants
Missouri
$459K -$37.8K -583 -7%
MYAM
578
Meiji Yasuda Asset Management
Japan
$455K +$197K +3,040 +59%
BL
579
Balentine LLC
Georgia
$453K +$165K +2,544 +45%
GSB
580
Greenfield Savings Bank
Massachusetts
$447K +$523K +8,060 New
IWM
581
IHT Wealth Management
Illinois
$446K -$284K -4,378 -35%
NRS
582
Neville Rodie & Shaw
New York
$444K – – –
FFA
583
Founders Financial Alliance
North Carolina
$443K -$908 -14 -0.2%
PP
584
Prudential plc
United Kingdom
$438K -$52.3K -807 -9%
SMF
585
Sterling Manor Financial
New York
$433K – – –
FFN
586
Focus Financial Network
Minnesota
$432K +$1.36K +21 +0.3%
CWA
587
Centennial Wealth Advisory
Michigan
$430K +$204K +3,143 +68%
VCM
588
Virtue Capital Management
Tennessee
$427K +$324 +5 +0.1%
WAAG
589
Wealth Alliance Advisory Group
Kansas
$420K +$778 +12 +0.2%
CWM
590
C2C Wealth Management
Arizona
$419K – – –
CCA
591
Checchi Capital Advisers
California
$418K +$73.2K +1,129 +19%
CAG
592
Csenge Advisory Group
Florida
$415K -$307K -4,739 -39%
PCM
593
Pointe Capital Management
Michigan
$415K – – –
AAM
594
Autus Asset Management
Arizona
$411K -$195K -3,000 -29%
NA
595
Navellier & Associates
Nevada
$411K +$9.98K +154 +2%
DA
596
Denali Advisors
California
$411K +$350K +5,400 +270%
WMA
597
Wealth Management Associates
New Jersey
$411K – – –
CT
598
Coastline Trust
Rhode Island
$410K +$53.5K +825 +13%
RIL
599
Rothschild Investment LLC
Illinois
$405K – – –
LOAMS
600
Lombard Odier Asset Management (Switzerland)
Switzerland
$405K +$473K +7,300 New
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24
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