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Name Holding Trade Value Shares
Change 		Change in
Stake
WT
701
Whittier Trust
California
$6.39M +$991K +3,183 +22%
FA
702
Financial Avengers
California
$6.37M -$934 -3 -0%
SA
703
Strategic Advisors
New York
$6.36M -$8.11M -26,028 -59%
BTWM
704
Baker Tilly Wealth Management
Wisconsin
$6.36M +$2.43M +7,794 +79%
CT
705
Coastline Trust
Rhode Island
$6.34M -$413K -1,326 -7%
AIS
706
American Investment Services
Massachusetts
$6.33M +$6.54K +21 +0.1%
BG
707
Benedetti & Gucer
Georgia
$6.33M +$18.7K +60 +0.3%
PGFC
708
Peapack-Gladstone Financial Corp
New Jersey
$6.33M +$524K +1,683 +11%
CMI
709
Clare Market Investments
Texas
$6.31M +$787K +2,526 +17%
SCM
710
Stevens Capital Management
Pennsylvania
$6.31M -$1.65M -5,304 -23%
PCIA
711
Prime Capital Investment Advisors
Kansas
$6.29M – – –
KPCM
712
Kings Point Capital Management
New York
$6.28M +$30.8K +99 +0.6%
ECM
713
Evergreen Capital Management
Washington
$6.23M +$1.24M +3,969 +30%
PWAG
714
Polaris Wealth Advisory Group
California
$6.2M -$34.6K -111 -0.6%
TCOV
715
Trust Company of Vermont
Vermont
$6.18M -$7.47K -24 -0.1%
CIM
716
CIM Investment Management
Pennsylvania
$6.17M +$367K +1,179 +7%
MCM
717
McDonough Capital Management
Florida
$6.17M +$25.2K +81 +0.5%
RSVP
718
Ramsay Stattman Vela & Price
Colorado
$6.16M +$5.34M +17,160 New
CWM
719
Concentrum Wealth Management
California
$6.13M +$543K +1,743 +11%
PWP
720
Principle Wealth Partners
Connecticut
$6.13M -$54.2K -174 -1%
SI
721
Stephens Inc
Arkansas
$6.11M -$1.47M -4,707 -22%
AP
722
Adero Partners
California
$6.07M +$415K +1,332 +9%
AWA
723
Arete Wealth Advisors
Illinois
$6.05M +$56.1K +180 +1%
AC
724
Avestar Capital
New York
$6.02M +$141K +453 +3%
PFA
725
Pure Financial Advisors
California
$5.98M +$147K +471 +3%
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