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Name Holding Trade Value Shares
Change 		Change in
Stake
RI
1026
Ridgewood Investments
New Jersey
$904K -$21.8K -259 -2%
TCM
1027
Triumph Capital Management
Colorado
$904K +$100K +1,195 +13%
SQA
1028
Simon Quick Advisors
New Jersey
$903K +$156K +1,859 +21%
SF
1029
Summit Financial
New Jersey
$899K +$126K +1,494 +17%
WSFS
1030
Wilmington Savings Fund Society
Delaware
$895K +$22.1K +263 +3%
HAG
1031
HighPoint Advisor Group
Illinois
$893K -$184K -2,189 -16%
DWP
1032
Daymark Wealth Partners
Ohio
$893K -$2.27K -27 -0.3%
AWA
1033
Alta Wealth Advisors
Massachusetts
$884K +$841 +10 +0.1%
FGP
1034
Freestone Grove Partners
California
$879K +$865K +10,293 New
CI
1035
Cigna Investments
Connecticut
$878K -$23.1K -275 -3%
TFA
1036
Toth Financial Advisory
Virginia
$871K +$629K +7,485 +276%
LDB
1037
Lee, Danner & Bass
Tennessee
$868K -$368K -4,380 -30%
DWT
1038
Dorsey & Whitney Trust
South Dakota
$864K +$107K +1,278 +14%
SACTSONJ
1039
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$862K – – –
CIA
1040
Capital Investment Advisors
Georgia
$861K -$35.6K -423 -4%
WPW
1041
Waldron Private Wealth
Pennsylvania
$858K +$6.81K +81 +0.8%
SLFPAM
1042
St. Louis Financial Planners Asset Management
Missouri
$854K -$658K -7,828 -44%
BCM
1043
Brasada Capital Management
Texas
$854K – – –
DA
1044
DCF Advisers
Connecticut
$854K – – –
FCM
1045
Firsthand Capital Management
California
$854K – – –
RBFC
1046
Roman Butler Fullerton & Co
Missouri
$852K +$12.9K +154 +2%
DWA
1047
Douglass Winthrop Advisors
New York
$851K -$177K -2,100 -17%
CAAS
1048
Capital Asset Advisory Services
Michigan
$847K -$20.5K -244 -2%
PGWM
1049
Pitti Group Wealth Management
New York
$846K -$56.6K -673 -6%
CCWM
1050
Correct Capital Wealth Management
Missouri
$838K +$32.6K +388 +4%
40 41
42
43 44