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Name Holding Trade Value Shares
Change 		Change in
Stake
S
851
SimplyRich
California
$1.11M – – –
DA
852
DCM Advisors
New York
$1.1M -$91.2K -1,400 -7%
BWP
853
Baldwin Wealth Partners
Massachusetts
$1.1M -$2.78M -42,747 -69%
ACG
854
Allen Capital Group
Nebraska
$1.1M +$1.22M +18,775 New
CC
855
Chicago Capital
Illinois
$1.1M -$345K -5,296 -22%
NMO
856
Newlands Management Operations
Texas
$1.1M – – –
SYBT
857
Stock Yards Bank & Trust
Kentucky
$1.09M -$268K -4,113 -18%
SIP
858
Stoneridge Investment Partners
Pennsylvania
$1.09M -$63.5K -975 -5%
RWPA
859
Richard W. Paul & Associates
Michigan
$1.09M -$28.5K -438 -2%
EWM
860
Evergreen Wealth Management
Michigan
$1.09M +$1.21M +18,640 New
MC
861
Moors & Cabot
Massachusetts
$1.09M -$102K -1,568 -8%
PCS
862
Personal CFO Solutions
New Jersey
$1.08M -$98.9K -1,519 -8%
AWM
863
Apollon Wealth Management
South Carolina
$1.08M +$245K +3,769 +26%
BPCE
864
Bank Pictet & Cie (Europe)
Germany
$1.08M -$429K -6,588 -26%
KOCAA
865
Knights of Columbus Asset Advisors
Connecticut
$1.07M – – –
PGIM
866
Pacific Global Investment Management
California
$1.07M -$108K -1,660 -8%
PCM
867
Poehling Capital Management
Wisconsin
$1.07M +$764K +11,728 +180%
EGM
868
Engineers Gate Manager
New York
$1.06M -$14M -214,369 -92%
RC
869
Roundview Capital
New Jersey
$1.06M -$71.8K -1,102 -6%
BCB
870
Brian C. Broderick
$1.05M -$1.26M -19,288 -52%
SFA
871
Sequoia Financial Advisors
Ohio
$1.05M +$36.3K +557 +3%
SM
872
STF Management
Texas
$1.05M +$712K +10,936 +157%
WAS
873
Winch Advisory Services
Wisconsin
$1.05M -$326 -5 -0%
WIM
874
Westside Investment Management
California
$1.04M -$59.9K -920 -5%
NP
875
Ninepoint Partners
Ontario, Canada
$1.04M +$218K +3,350 +23%
33 34
35
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