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Name Holding Trade Value Shares
Change
Change in
Stake
MIF
651
Mediolanum International Funds
Ireland
$442K -$15.7K -201 -3%
OTL
652
Oak Thistle LLC
New York
$442K +$483K +6,195 New
BOH
653
Bank of Hawaii
Hawaii
$439K – – –
SPC
654
Sigma Planning Corp
Michigan
$438K -$22.1K -284 -4%
GP
655
Greenline Partners
New York
$438K +$1.25K +16 +0.3%
SPA
656
Sherbrooke Park Advisers
New York
$433K +$472K +6,064 New
FP
657
Financial Perspectives
Minnesota
$432K -$7.87K -101 -2%
SCTC
658
Sanibel Captiva Trust Company
Florida
$432K – – –
PCM
659
Pointe Capital Management
Michigan
$432K – – –
CPWA
660
Cerro Pacific Wealth Advisors
California
$431K -$5.61K -72 -1%
ABLA
661
Alan B. Lancz & Associates
Ohio
$428K -$70.1K -900 -13%
SC
662
Searle & Co
Connecticut
$428K – – –
FPAS
663
Focus Partners Advisor Solutions
Missouri
$425K +$236K +3,029 +103%
TW
664
TritonPoint Wealth
Maryland
$423K -$88.6K -1,137 -16%
PDL
665
Portfolio Design Labs
California
$422K -$1.5M -19,200 -76%
MWM
666
Meridian Wealth Management
Kentucky
$421K +$43.8K +562 +11%
CIBC Private Wealth Group
667
CIBC Private Wealth Group
Georgia
$417K -$32.8K -421 -6%
CAG
668
Crestwood Advisors Group
Massachusetts
$414K +$69.8K +896 +18%
PS
669
Presima Securities
Quebec, Canada
$412K +$9.12K +117 +2%
QWP
670
Quotient Wealth Partners
Texas
$410K -$234K -3,002 -34%
QCM
671
QRG Capital Management
Illinois
$410K +$20.3K +261 +5%
RWA
672
Redhawk Wealth Advisors
Minnesota
$408K +$13.9K +178 +3%
SC
673
Sepio Capital
Utah
$406K – – –
JCM
674
Jacobi Capital Management
Pennsylvania
$403K +$41K +526 +10%
IWM
675
IHT Wealth Management
Illinois
$400K +$701 +9 +0.2%