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Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
826
Ameritas Advisory Services
Nebraska
$607K -$380K -3,906 -41%
GS
827
Gagnon Securities
New York
$607K -$158K -1,625 -22%
TCM
828
Triumph Capital Management
Colorado
$606K -$411K -4,230 -43%
PL
829
Plancorp LLC
Missouri
$605K – – –
PI
830
PineBridge Investments
New York
$604K +$3.31K +34 +0.9%
ATC
831
Argent Trust Co
Tennessee
$603K +$552K +5,674 New
PW
832
PUREfi Wealth
Massachusetts
$603K +$552K +5,674 New
GAA
833
Guardian Asset Advisors
Pennsylvania
$598K +$3.89K +40 +0.7%
IHL
834
Investment House LLC
California
$595K – – –
SBIA
835
Sheaff Brock Investment Advisors
Indiana
$594K -$7K -72 -1%
CIA
836
Choate Investment Advisors
Massachusetts
$593K +$542K +5,577 New
CFD
837
Creative Financial Designs
Indiana
$584K +$23.8K +245 +5%
GM
838
GeoWealth Management
Illinois
$582K -$81.4K -837 -13%
KLCM
839
KG&L Capital Management
Louisiana
$578K -$152K -1,560 -22%
PI
840
Pachira Investments
California
$577K +$2.82K +29 +0.5%
GL
841
Graypoint LLC
New York
$575K -$84.1K -865 -14%
MWM
842
Mission Wealth Management
California
$573K -$18.6K -191 -3%
JIC
843
Johnson Investment Counsel
Ohio
$572K -$77.6K -798 -13%
SH
844
SLT Holdings
Arizona
$572K +$523K +5,375 New
ABLA
845
Alan B. Lancz & Associates
Ohio
$569K -$97.3K -1,000 -16%
GDP
846
Great Diamond Partners
Maine
$568K -$12.5K -129 -2%
CWA
847
Clarity Wealth Advisors
California
$567K – – –
RW
848
Rede Wealth
Virginia
$565K -$5.35K -55 -1%
OWP
849
Obermeyer Wealth Partners
Colorado
$564K +$36.7K +377 +8%
CA
850
Claro Advisors
Massachusetts
$564K -$37.1K -381 -7%
32 33
34
35 36