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Name Holding Trade Value Shares
Change 		Change in
Stake
IWS
1001
Insight Wealth Strategies
California
$2.08M +$1.08M +8,104 +82%
LGF
1002
LGT Group Foundation
Liechtenstein
$2.08M -$3.98M -29,906 -63%
PAMG
1003
Patton Albertson Miller Group
Tennessee
$2.08M +$1.91M +14,347 +396%
MJRIC
1004
Mogy Joel R Investment Counsel
California
$2.07M -$752K -5,649 -24%
RDWM
1005
Red Door Wealth Management
Tennessee
$2.06M +$715K +5,376 +43%
AWM
1006
Avitas Wealth Management
California
$2.06M +$396K +2,974 +20%
RIA
1007
Realta Investment Advisors
Delaware
$2.05M -$118K -883 -5%
VI
1008
Vestcor Inc
New Brunswick, Canada
$2.04M +$495K +3,721 +27%
SWM
1009
SeaCrest Wealth Management
New York
$2.03M -$539K -4,052 -19%
NPT
1010
Nixon Peabody Trust
Massachusetts
$2.03M -$192K -1,442 -8%
CA
1011
Clearstead Advisors
Ohio
$2.03M +$690K +5,186 +42%
DA
1012
DCM Advisors
New York
$2.03M -$171K -1,285 -7%
HCA
1013
Horan Capital Advisors
Ohio
$2.02M +$189K +1,420 +9%
BB
1014
Berkshire Bank
Massachusetts
$2.02M +$361K +2,711 +18%
CA
1015
Cornerstone Advisory
Maryland
$2.01M -$242K -1,819 -9%
KHLMTHM
1016
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$2.01M – – –
ZB
1017
Zions Bancorporation
Utah
$2.01M +$1.09M +8,185 +89%
AIIMS
1018
Analyst IMS Investment Management Services
Israel
$2M -$240K -1,807 -9%
HF
1019
HRT Financial
New York
$1.99M -$15.3M -115,290 -87%
WPC
1020
White Pine Capital
Minnesota
$1.99M +$326K +2,451 +17%
TFA
1021
Teamwork Financial Advisors
Texas
$1.99M -$472K -3,544 -17%
P
1022
Pitcairn
Pennsylvania
$1.98M -$2.15M -16,160 -49%
GCC
1023
Guardian Capital (Canada)
Ontario, Canada
$1.98M -$216K -1,621 -9%
TC
1024
Telemus Capital
Michigan
$1.98M +$169K +1,269 +8%
KLCM
1025
KG&L Capital Management
Louisiana
$1.97M +$698K +5,244 +44%
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