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Name Holding Trade Value Shares
Change 		Change in
Stake
BJL
1201
Brighton Jones LLC
Washington
$535K +$37.7K +342 +7%
AFP
1202
Ausdal Financial Partners
Iowa
$534K +$89.2K +810 +19%
CS
1203
Comerica Securities
Michigan
$533K -$648K -5,881 -53%
QT
1204
Quantamental Technologies
New York
$531K -$501K -4,552 -47%
TA
1205
Tiedemann Advisors
New York
$526K +$161K +1,459 +40%
CCFCSB
1206
Cape Cod Five Cents Savings Bank
Massachusetts
$523K – – –
HFM
1207
Harvest Fund Management
China
$521K -$151K -1,370 -21%
ARMT
1208
Amica Retiree Medical Trust
Rhode Island
$518K – – –
CP
1209
Cumberland Partners
Ontario, Canada
$518K +$138K +1,250 +33%
CCM
1210
Community Capital Management
Florida
$518K +$193K +1,755 +54%
RIA
1211
Realta Investment Advisors
Delaware
$514K -$16.6K -151 -3%
HPC
1212
HM Payson & Co
Maine
$514K -$4.63K -42 -0.8%
SAM
1213
Sompo Asset Management
Japan
$514K +$253K +2,300 +86%
GEA
1214
Glen Eagle Advisors
New Jersey
$513K +$6.61K +60 +1%
CIA
1215
CSat Investment Advisory
Michigan
$511K +$80.2K +728 +17%
LSAG
1216
Lake Street Advisors Group
New Hampshire
$509K -$47.8K -434 -7%
HB
1217
Homrich & Berg
Georgia
$509K -$2.53K -23 -0.5%
TI
1218
Tidal Investments
Wisconsin
$509K +$542K +4,917 New
BWM
1219
BerganKDV Wealth Management
Minnesota
$507K -$71.2K -646 -12%
LSPW
1220
Lake Street Private Wealth
Illinois
$507K +$539K +4,890 New
LFAS
1221
Level Four Advisory Services
Texas
$506K -$96.1K -872 -15%
EWA
1222
Exencial Wealth Advisors
Oklahoma
$501K -$62.6K -568 -11%
FTC
1223
Farmers Trust Company
Ohio
$498K – – –
SC
1224
Sepio Capital
Utah
$497K +$529K +4,800 New
IC
1225
Intersect Capital
California
$496K -$1.1K -10 -0.2%
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