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Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
1001
Asset Dedication LLC
California
$139K -$104K -1,312 -42%
CT
1002
Cambridge Trust
Massachusetts
$138K +$113K +1,425 +390%
LCM
1003
Lynwood Capital Management
Ontario, Canada
$131K +$134K +1,700 New
WAM
1004
Wolverine Asset Management
Illinois
$128K +$131K +1,654 New
GG
1005
Gleason Group
Kentucky
$126K – – –
SIMG
1006
Stephens Investment Management Group
Texas
$123K – – –
PP
1007
Pacifica Partners
Canada
$121K -$60K -760 -33%
NS
1008
NBC Securities
Alabama
$121K – – –
RA
1009
Rise Advisors
New York
$120K -$4.74K -60 -4%
PP
1010
PFS Partners
New Jersey
$118K -$50K -633 -29%
LWCFA
1011
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$117K -$7.9K -100 -6%
BCWM
1012
Bartlett & Co Wealth Management
Ohio
$116K -$5.53K -70 -4%
VNA
1013
Valley National Advisers
Pennsylvania
$114K +$12K +152 +11%
HIIFS
1014
Harel Insurance Investments & Financial Services
Israel
$109K -$44.7K -566 -29%
TIM
1015
Tortoise Investment Management
New York
$108K – – –
FUBT
1016
First United Bank & Trust
Maryland
$107K +$48.2K +610 +79%
PIS
1017
POM Investment Strategies
North Carolina
$106K – – –
PCWA
1018
Pacific Capital Wealth Advisors
California
$106K – – –
AW
1019
Avion Wealth
Texas
$104K -$3.16K -40 -3%
WTC
1020
WhitTier Trust Company
Nevada
$102K +$1.34K +17 +1%
FAM
1021
Formidable Asset Management
Ohio
$102K +$104K +1,316 New
BONH
1022
Bank of New Hampshire
New Hampshire
$100K – – –
KFS
1023
Kelly Financial Services
Massachusetts
$99.6K -$1.26K -16 -1%
T
1024
TOBAM
France
$98K -$47.8K -605 -32%
HWA
1025
HHM Wealth Advisors
Tennessee
$97.3K – – –
39 40
41
42 43