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Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1851
Auxier Asset Management
Oregon
$309K – – –
KC
1852
KCL Capital
New York
$309K +$295K +1,567 New
AWM
1853
AllSquare Wealth Management
New York
$308K -$37.7K -200 -11%
GWM
1854
Gray Wealth Management
Maine
$308K – – –
LFA
1855
Legacy Financial Advisors
Kentucky
$308K +$295K +1,565 New
CA
1856
Callahan Advisors
Texas
$306K +$293K +1,555 New
WMC
1857
Westwood Management Corporation
Illinois
$305K +$292K +1,549 New
FDS
1858
First Dallas Securities
Texas
$305K +$292K +1,550 New
CIC
1859
Cornercap Investment Counsel
Georgia
$304K -$7.72K -41 -3%
CCP
1860
Cardan Capital Partners
Colorado
$304K – – –
AWP
1861
Ascent Wealth Partners
New York
$304K +$2.83K +15 +1%
CFA
1862
Cahill Financial Advisors
Minnesota
$302K -$942 -5 -0.3%
EGA
1863
E&G Advisors
Texas
$302K +$6.78K +36 +2%
CC
1864
Cannell & Co
New York
$301K -$9.42K -50 -3%
RCA
1865
Ranch Capital Advisors
Florida
$301K – – –
LC
1866
Landaas & Company
Wisconsin
$300K -$18.8K -100 -6%
NWA
1867
New World Advisors
Massachusetts
$300K +$295K +1,566 New
PP
1868
PDS Planning
Ohio
$299K +$26.7K +142 +10%
SIMG
1869
Stephens Investment Management Group
Texas
$298K – – –
JGGDR
1870
JGP Global Gestao de Recursos
Brazil
$296K -$570K -3,025 -67%
FMBTD
1871
First Midwest Bank Trust Division
Illinois
$296K – – –
TCBWMS
1872
Texas Capital Bank Wealth Management Services
Texas
$296K +$28.3K +150 +11%
WIP
1873
Wellesley Investment Partners
Massachusetts
$295K +$37.5K +199 +15%
GSWM
1874
Golden State Wealth Management
California
$290K -$17.7K -94 -6%
GCM
1875
Gladius Capital Management
Illinois
$290K +$277K +1,469 New
73 74
75
76 77