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Name Holding Trade Value Shares
Change 		Change in
Stake
BOH
801
Bank of Hawaii
Hawaii
$3.63M -$350K -2,989 -8%
CG
802
Colony Group
Massachusetts
$3.63M -$801K -6,837 -17%
BEC
803
Blue Edge Capital
Virginia
$3.62M +$5.04K +43 +0.1%
KCM
804
Kornitzer Capital Management
Kansas
$3.62M -$2.93K -25 -0.1%
GH
805
GAM Holding
Switzerland
$3.62M +$820 +7 +0%
BCFS
806
Butensky & Cohen Financial Security
Florida
$3.61M -$146K -1,248 -4%
GDP
807
Great Diamond Partners
Maine
$3.6M +$5.62K +48 +0.1%
HZ
808
Hixon Zuercher
Ohio
$3.6M +$111K +945 +3%
VV
809
Verity & Verity
South Carolina
$3.59M +$162K +1,383 +5%
PCP
810
Proficio Capital Partners
Massachusetts
$3.59M +$5.39K +46 +0.1%
LSAG
811
Lake Street Advisors Group
New Hampshire
$3.58M +$2.99M +25,534 +368%
ECM
812
Evergreen Capital Management
Washington
$3.57M +$438K +3,745 +13%
TA
813
Tiedemann Advisors
New York
$3.56M -$357K -3,046 -9%
RIM
814
Redpoint Investment Management
Australia
$3.53M – – –
BOTW
815
Bank of the West
California
$3.53M +$373K +3,189 +11%
MWM
816
Madison Wealth Management
Ohio
$3.52M +$15.5K +132 +0.4%
BSW
817
Buckingham Strategic Wealth
Missouri
$3.51M +$23.9K +204 +0.6%
BAS
818
Brown Advisory Securities
Maryland
$3.51M -$1.73M -14,740 -32%
RGC
819
Roberts, Glore & Co
Illinois
$3.5M +$26K +222 +0.7%
MIC
820
Means Investment Company
Maine
$3.5M +$33.5K +286 +0.9%
HNW
821
High Note Wealth
Minnesota
$3.5M +$52.8K +451 +1%
1SB
822
1ST Source Bank
Indiana
$3.5M +$49.1K +419 +1%
WI
823
Wafra Inc
New York
$3.49M +$305K +2,603 +9%
HWAM
824
Hennion & Walsh Asset Management
New Jersey
$3.4M +$713K +6,090 +25%
CW
825
CreativeOne Wealth
Kansas
$3.4M +$384K +3,283 +12%
31 32
33
34 35