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Name Holding Trade Value Shares
Change 		Change in
Stake
IHL
826
Investment House LLC
California
$2.12M +$512K +3,000 +50%
IIM
827
Intact Investment Management
Quebec, Canada
$2.12M +$1.54M +9,000 New
NAS
828
Nicolet Advisory Services
Wisconsin
$2.12M -$45.6K -267 -3%
PWM
829
PRW Wealth Management
Massachusetts
$2.11M -$116K -678 -7%
CWM
830
Concentric Wealth Management
California
$2.1M -$146K -855 -9%
SCA
831
Sassicaia Capital Advisers
New York
$2.1M +$1.52M +8,925 New
SP
832
Symmetry Partners
Connecticut
$2.09M +$47.6K +279 +3%
MIM
833
Marco Investment Management
Georgia
$2.07M – – –
EF
834
Empowered Funds
Pennsylvania
$2.05M -$264K -1,548 -15%
LWM
835
Lyell Wealth Management
California
$2.05M +$25.6K +150 +2%
MSR
836
Main Street Research
Connecticut
$2.05M +$23.6K +138 +2%
GLA
837
Good Life Advisors
Pennsylvania
$2.05M +$381K +2,235 +35%
PP
838
Patten & Patten
Tennessee
$2.03M -$161K -945 -10%
AHC
839
Adell Harriman & Carpenter
Texas
$2.03M +$51.2K +300 +4%
CRCM
840
Crystal Rock Capital Management
Illinois
$2.03M -$230K -1,350 -14%
GFA
841
Gifford Fong Associates
California
$2.02M -$12.6M -73,896 -90%
BIM
842
Bridges Investment Management
Nebraska
$2.02M – – –
MMPW
843
Mitchell McLeod Pugh & Williams
Alabama
$2.02M +$41K +240 +3%
PGWM
844
Parisi Gray Wealth Management
New Jersey
$2.02M +$65K +381 +5%
TWM
845
Triton Wealth Management
Arizona
$2.02M -$1.67M -9,777 -54%
RW
846
RVW Wealth
California
$2M – – –
DWM
847
Dakota Wealth Management
Florida
$1.99M +$938K +5,496 +184%
CWMU
848
Caliber Wealth Management (Utah)
Utah
$1.99M +$1.44M +8,460 New
TC
849
Telemus Capital
Michigan
$1.98M -$2.14M -12,513 -60%
MIM
850
Moseley Investment Management
Florida
$1.96M +$217K +1,269 +18%
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