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Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
526
Personal Capital Advisors
California
$437K +$98.1K +2,873 +30%
MIC
527
Means Investment Company
Maine
$437K -$16.4K -481 -4%
RC
528
Roundview Capital
New Jersey
$436K +$19.1K +559 +5%
NFG
529
Norris Financial Group
South Carolina
$433K +$426K +12,476 New
BIM
530
Baldwin Investment Management
Pennsylvania
$433K -$8.54K -250 -2%
GVAG
531
Great Valley Advisor Group
Delaware
$432K -$18.6K -544 -4%
IWC
532
Integrated Wealth Concepts
Massachusetts
$428K -$787K -23,053 -65%
CWA
533
Canvas Wealth Advisors
Kansas
$427K -$107K -3,122 -22%
HHGA
534
Halbert Hargrove Global Advisors
California
$426K +$3.45K +101 +0.8%
DTL
535
Dynamic Technology Lab
Singapore
$421K -$938K -27,466 -69%
DW
536
Domani Wealth
Pennsylvania
$417K +$411K +12,027 New
AWM
537
Avior Wealth Management
Nebraska
$416K -$13.7K -400 -3%
SFG
538
Sowa Financial Group
Rhode Island
$411K – – –
WC
539
Woodstock Corp
Massachusetts
$409K – – –
AGA
540
Accuvest Global Advisors
Utah
$406K +$400K +11,700 New
SW
541
SVB Wealth
Massachusetts
$402K -$42.6K -1,247 -10%
RCG
542
Regatta Capital Group
California
$402K -$128K -3,735 -24%
LSPW
543
Lake Street Private Wealth
Illinois
$401K -$110K -3,220 -22%
MTWM
544
Masso Torrence Wealth Management
New Jersey
$399K +$28K +820 +8%
HIA
545
Harbor Investment Advisory
Maryland
$393K -$36.1K -1,058 -9%
VWM
546
Vigilare Wealth Management
Arizona
$387K -$13K -380 -3%
SWIG
547
Strategic Wealth Investment Group
Kentucky
$383K +$334K +9,772 New
WAM
548
Weiss Asset Management
Massachusetts
$382K -$162K -4,750 -30%
GITFIT
549
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$382K – – –
GIBU
550
Gulf International Bank (UK)
United Kingdom
$380K +$45.2K +1,325 +14%
20 21
22
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