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Name Holding Trade Value Shares
Change 		Change in
Stake
AGAM
1126
Audent Global Asset Management
California
$786K +$372K +4,408 +90%
NAMP
1127
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$785K – – –
DWM
1128
Destination Wealth Management
California
$780K +$270K +3,196 +53%
CFG
1129
Chapman Financial Group
Hawaii
$780K -$106K -1,255 -12%
RG
1130
Rathbones Group
United Kingdom
$777K -$246K -2,919 -24%
FCM
1131
Fell Capital Management
California
$776K +$777K +9,215 New
PIM
1132
Provident Investment Management
Michigan
$775K +$24.5K +290 +3%
PNFS
1133
PW Nova Financial Services
Pennsylvania
$772K +$775K +9,189 New
TPWM
1134
Twelve Points Wealth Management
Massachusetts
$771K -$235K -2,789 -24%
IRC
1135
Investors Research Corp
Georgia
$766K -$10.5K -125 -1%
TH
1136
TCTC Holdings
Texas
$765K -$14.8K -175 -2%
MIA
1137
MeadowBrook Investment Advisors
Michigan
$761K -$8.86K -105 -1%
OAM
1138
Oak Asset Management
California
$759K – – –
GITFIT
1139
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$758K – – –
WA
1140
WBH Advisory
Maryland
$755K -$46K -545 -6%
WT
1141
Washington Trust
Rhode Island
$752K -$20.7K -245 -3%
MC
1142
Middleton & Co
Massachusetts
$749K -$424K -5,021 -36%
PW
1143
Paladin Wealth
Minnesota
$748K +$83.6K +991 +13%
WFA
1144
Wellspring Financial Advisors
Ohio
$741K +$535K +6,337 +259%
KF
1145
Krilogy Financial
Missouri
$740K -$10.4K -123 -2%
QWP
1146
Quotient Wealth Partners
Texas
$739K +$10.6K +126 +1%
VCM
1147
Virtue Capital Management
Tennessee
$739K +$487K +5,779 +191%
NW
1148
Naviter Wealth
Arkansas
$738K -$248K -2,936 -25%
IAS
1149
IMA Advisory Services
Colorado
$737K +$3.63K +43 +0.5%
HSA
1150
HBK Sorce Advisory
Pennsylvania
$736K -$101K -1,196 -14%
44 45
46
47 48