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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1101
ARS Wealth Advisors
Florida
$314K +$325K +5,803 New
VWA
1102
V Wealth Advisors
Kansas
$313K +$123K +2,197 +61%
SGCA
1103
Steel Grove Capital Advisors
Tennessee
$313K +$323K +5,774 New
SWA
1104
Sutton Wealth Advisors
Florida
$313K -$168 -3 -0.1%
PCM
1105
Prelude Capital Management
New York
$312K +$129K +2,300 +66%
BBI
1106
Baxter Bros Inc
Connecticut
$311K +$13.5K +242 +4%
SCI
1107
S&CO Inc
Massachusetts
$309K – – –
PAS
1108
Partnervest Advisory Services
California
$308K -$240K -4,289 -43%
KSA
1109
Ken Stern & Associates
California
$307K +$168 +3 +0.1%
FWM
1110
Focused Wealth Management
New York
$306K +$112 +2 +0%
WJA
1111
Williams Jones & Associates
New York
$305K -$8.91M -159,379 -97%
CHP
1112
Cable Hill Partners
Oregon
$304K +$10.1K +180 +3%
CIA
1113
Capital Investment Advisors
Georgia
$304K +$19.1K +342 +6%
JIC
1114
Joel Isaacson & Co
New York
$303K +$503 +9 +0.2%
JGGDR
1115
JGP Global Gestao de Recursos
Brazil
$302K +$312K +5,586 New
LWIC
1116
Leith Wheeler Investment Counsel
British Columbia, Canada
$301K – – –
ACM
1117
Argentus Capital Management
Texas
$300K -$174K -3,107 -36%
BONST
1118
Bank of Nova Scotia Trust
Ontario, Canada
$299K – – –
HCM
1119
Hilton Capital Management
New York
$299K – – –
NI
1120
Numeric Investors
Massachusetts
$298K +$308K +5,500 New
WRM
1121
Westport Resources Management
Connecticut
$297K -$879K -15,722 -74%
GLI
1122
Guardian Life Insurance
New York
$297K -$3.58K -64 -1%
CGI
1123
CI Global Investments
California
$297K +$277K +4,961 +945%
BWP
1124
Baldwin Wealth Partners
Massachusetts
$292K -$221K -3,953 -42%
BOS
1125
Bingham Osborn & Scarborough
California
$292K +$7.49K +134 +3%
43 44
45
46 47