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Name Holding Trade Value Shares
Change 		Change in
Stake
HTC
1276
Haverford Trust Company
Pennsylvania
$336K -$125K -2,178 -28%
SP
1277
Successful Portfolios
Florida
$334K +$11.9K +208 +4%
JWCA
1278
J.W. Coons Advisors
Ohio
$333K +$22.9K +400 +8%
SC
1279
Shay Capital
New York
$332K +$309K +5,400 New
CL
1280
Choreo LLC
Illinois
$331K -$20.5K -358 -6%
CIA
1281
Choate Investment Advisors
Massachusetts
$330K -$350K -6,116 -53%
MCM
1282
Manchester Capital Management
Vermont
$327K +$9.39K +164 +3%
DWM
1283
Drive Wealth Management
Utah
$326K +$45.3K +790 +17%
DIM
1284
DC Investments Management
Virginia
$326K – – –
CCWM
1285
Correct Capital Wealth Management
Missouri
$326K +$304K +5,302 New
BL
1286
Bleichroeder LP
New York
$325K – – –
MC
1287
Machina Capital
France
$325K +$304K +5,300 New
NFP
1288
Narus Financial Partners
Utah
$323K +$40.3K +704 +15%
IGWM
1289
ICA Group Wealth Management
Colorado
$323K -$44.3K -773 -13%
BAM
1290
Blueshift Asset Management
New Jersey
$322K +$50.5K +882 +20%
OA
1291
Oracle Alpha
Ontario, Canada
$322K +$300K +5,241 New
SIC
1292
Samalin Investment Counsel
New York
$320K +$298K +5,208 New
SP
1293
Systematic Portfolios
New York
$320K +$298K +5,207 New
DGAM
1294
Desjardins Global Asset Management
Quebec, Canada
$320K +$4.01K +70 +1%
BHPW
1295
Beverly Hills Private Wealth
California
$319K +$87K +1,518 +41%
FA
1296
Faithward Advisors
Pennsylvania
$317K -$7.45K -130 -2%
AF
1297
Allworth Financial
California
$316K +$125K +2,185 +74%
EVM
1298
Evelyn V. Moreno
$316K – – –
ICM
1299
IMS Capital Management
Oregon
$315K -$126K -2,199 -30%
VCAM
1300
Van Cleef Asset Management
Ohio
$314K +$57.3K +1,000 +24%
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