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Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1401
Americana Partners
Texas
$359K +$352K +3,184 +563%
MPCG
1402
Matrix Private Capital Group
New York
$357K -$179K -1,617 -30%
KPW
1403
Kore Private Wealth
New York
$357K +$176K +1,596 +75%
CL
1404
Choreo LLC
Illinois
$356K -$65.7K -595 -14%
SXL
1405
Summit X LLC
Missouri
$356K +$1.21K +11 +0.3%
TWP
1406
Tempus Wealth Planning
California
$356K +$5.63K +51 +1%
GBT
1407
Grove Bank & Trust
Florida
$356K +$122K +1,103 +42%
IWP
1408
Icon Wealth Partners
Texas
$355K +$12.4K +112 +3%
MSAM
1409
Moloney Securities Asset Management
Missouri
$355K +$126K +1,138 +44%
GAG
1410
GM Advisory Group
New York
$355K +$138K +1,250 +51%
BPCE
1411
Bank Pictet & Cie (Europe)
Germany
$354K -$209K -1,890 -34%
SC
1412
Sepio Capital
Utah
$354K -$132K -1,197 -24%
AWS
1413
Arkfeld Wealth Strategies
Nebraska
$353K -$36.9K -334 -8%
PCP
1414
Proficio Capital Partners
Massachusetts
$351K +$126K +1,137 +47%
SLF
1415
Sun Life Financial
Ontario, Canada
$350K +$13K +118 +3%
PCM
1416
Palisade Capital Management
New Jersey
$348K -$71.8K -650 -15%
BW
1417
Bison Wealth
Georgia
$348K -$55.1K -499 -12%
TIS
1418
Tortoise Index Solutions
Kansas
$348K -$35.2K -319 -8%
SIM
1419
SSI Investment Management
California
$347K -$4.86K -44 -1%
SIA
1420
Starfire Investment Advisers
Michigan
$347K – – –
CB
1421
CNB Bank
Pennsylvania
$347K +$59.6K +540 +18%
BHWM
1422
Bar Harbor Wealth Management
New Hampshire
$346K -$7.51K -68 -2%
RMDI
1423
R.M. Davis Inc
Maine
$344K +$36.4K +330 +10%
WA
1424
Wambolt & Associates
Colorado
$343K +$396K +3,584 New
CL
1425
CPWM LLC
Washington
$342K +$6.4K +58 +2%
55 56
57
58 59