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Name Holding Trade Value Shares
Change 		Change in
Stake
WDA
1301
Wendell David Associates
New Hampshire
$862K -$8.59K -464 -1%
TIA
1302
Traphagen Investment Advisors
New Jersey
$862K -$1.54K -83 -2%
APG
1303
Abacus Planning Group
South Carolina
$855K +$364K +19,695 +70%
FWTB
1304
First Western Trust Bank
Colorado
$848K +$860K +46,496 New
NGA
1305
Naples Global Advisors
Florida
$846K -$142K -7,651 -14%
TC
1306
Titleist Capital
Texas
$845K +$190K +10,296 +28%
AAM
1307
Auxier Asset Management
Oregon
$844K -$6.94K -375 -0.8%
FPAS
1308
Focus Partners Advisor Solutions
Missouri
$843K -$74.7K -4,036 -8%
FCA
1309
FinTrust Capital Advisors
South Carolina
$841K -$95.7K -5,171 -10%
RI
1310
Ridgewood Investments
New Jersey
$838K -$7.77K -420 -0.9%
LWCFA
1311
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$835K -$243K -13,130 -22%
PL
1312
Plancorp LLC
Missouri
$835K +$52K +2,811 +6%
LCP
1313
Legacy Capital Partners
Wisconsin
$831K -$51.7K -2,793 -6%
IWA
1314
Intercontinental Wealth Advisors
Texas
$831K -$11K -595 -1%
BG
1315
Bahl & Gaynor
Ohio
$830K -$4.11K -222 -0.5%
MWM
1316
Modera Wealth Management
New Jersey
$829K -$1.42M -76,571 -62%
KFA
1317
Kelleher Financial Advisors
New York
$828K +$42.6K +2,305 +5%
RMDI
1318
R.M. Davis Inc
Maine
$827K -$135K -7,288 -14%
CGL
1319
Clarius Group LLC
Washington
$826K – – –
GL
1320
Graypoint LLC
New York
$826K +$171K +9,250 +25%
MPPW
1321
Mitchell & Pahl Private Wealth
Oklahoma
$825K +$237K +12,815 +38%
BIA
1322
BHK Investment Advisors
Alabama
$821K +$8.34K +451 +1%
CFD
1323
Creative Financial Designs
Indiana
$820K +$86.2K +4,659 +11%
HI
1324
Humankind Investments
New York
$819K +$43.3K +2,342 +5%
LFG
1325
Larson Financial Group
Missouri
$818K +$244K +13,206 +40%
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