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Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
1001
TD Private Client Wealth
New York
$735K +$13.6K +209 +2%
SCA
1002
Stonebridge Capital Advisors
Minnesota
$732K +$7.55K +116 +0.9%
STA
1003
Summit Trail Advisors
New York
$731K +$122K +1,874 +18%
PGWM
1004
Pitti Group Wealth Management
New York
$731K +$72.9K +1,120 +10%
OWA
1005
One Wealth Advisors
California
$731K +$2.6K +40 +0.3%
RI
1006
Ridgewood Investments
New Jersey
$730K +$68.4K +1,051 +9%
AIM
1007
Arcadia Investment Management
Michigan
$713K +$38.7K +595 +5%
GIA
1008
Gladstone Institutional Advisory
Florida
$710K -$2M -30,710 -72%
SW
1009
SVB Wealth
Massachusetts
$710K -$214K -3,287 -21%
DPIM
1010
Duff & Phelps Investment Management
Illinois
$710K -$21.8K -335 -3%
SIS
1011
Strategic Investment Solutions
Illinois
$709K +$710K +10,900 +7,267%
PWP
1012
Perfromance Wealth Partners
Illinois
$707K – – –
EFM
1013
E Fund Management
China
$706K +$117K +1,797 +17%
BFC
1014
Blue Fin Capital
Rhode Island
$703K -$193K -2,961 -20%
CH
1015
Canton Hathaway
Rhode Island
$702K -$742K -11,390 -49%
MTIM
1016
Marathon Trading Investment Management
Pennsylvania
$697K +$567K +8,700 +270%
RAM
1017
RWC Asset Management
United Kingdom
$695K -$6.28M -96,471 -89%
CI
1018
Cigna Investments
Connecticut
$694K -$107K -1,639 -12%
TAM
1019
Titleist Asset Management
Texas
$691K -$27.8K -427 -3%
OC
1020
Oarsman Capital
Wisconsin
$680K -$54.1K -831 -7%
DWP
1021
Daymark Wealth Partners
Ohio
$680K -$299K -4,594 -28%
NERM
1022
New England Research & Management
Illinois
$677K -$280K -4,300 -27%
CCM
1023
Chiron Capital Management
Florida
$673K +$750K +11,520 New
CIA
1024
Choate Investment Advisors
Massachusetts
$672K +$516K +7,920 +221%
SIP
1025
Scott Investment Partners
United Kingdom
$672K – – –
39 40
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