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Name Holding Trade Value Shares
Change 		Change in
Stake
APA
626
American Portfolios Advisors
New York
$229K +$229K +4,292 New
LSAG
627
Lake Street Advisors Group
New Hampshire
$227K +$227K +4,247 New
LCM
628
Lucas Capital Management
New Jersey
$226K – – –
CA
629
Commerzbank Aktiengesellschaft
Germany
$225K +$15.4K +288 +7%
CT
630
Chicago Trust
Illinois
$216K – – –
KIA
631
KCM Investment Advisors
California
$215K +$214K +4,018 New
TTWM
632
TCV Trust & Wealth Management
Virginia
$214K – – –
BOS
633
Bingham Osborn & Scarborough
California
$213K -$9.07K -170 -4%
EFS
634
Essex Financial Services
Connecticut
$213K – – –
PCM
635
Parsons Capital Management
Rhode Island
$212K -$10.7K -200 -5%
HNB
636
Huntington National Bank
Ohio
$211K – – –
VIA
637
Virtus Investment Advisers
Connecticut
$209K +$209K +3,909 New
EAM
638
Exane Asset Management
France
$209K +$77.5K +1,452 +59%
WAM
639
Weatherly Asset Management
California
$208K – – –
SW
640
SVB Wealth
Massachusetts
$207K +$207K +3,875 New
LW
641
Linscomb Wealth
Texas
$206K – – –
CWM
642
Cedar Wealth Management
California
$205K – – –
RJT
643
Raymond James Trust
Florida
$204K -$4.43K -83 -2%
LWAC
644
Laurel Wealth Advisors (California)
California
$203K +$907 +17 +0.4%
WP
645
WealthSource Partners
California
$203K +$203K +3,800 New
TAM
646
Tiverton Asset Management
Delaware
$200K +$200K +3,748 New
KPCM
647
Kings Point Capital Management
New York
$199K – – –
ST
648
Smithfield Trust
Pennsylvania
$191K -$6.94K -130 -4%
TWA
649
TCI Wealth Advisors
Arizona
$186K – – –
FANJ
650
Financial Architects (New Jersey)
New Jersey
$184K -$20.9K -392 -10%
24 25
26
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