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Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1351
Cambridge Trust
Massachusetts
$668K +$96.6K +510 +10%
CC
1352
Callan Capital
California
$667K +$58.5K +309 +6%
HAG
1353
HF Advisory Group
Maryland
$666K +$1.02M +5,404 New
QPWM
1354
Quadrant Private Wealth Management
Pennsylvania
$666K +$1.02M +5,404 New
HFP
1355
Holistic Financial Partners
Indiana
$665K +$568 +3 +0.1%
HIA
1356
Harbor Investment Advisory
Maryland
$664K -$260K -1,375 -20%
CCIA
1357
Campbell & Co Investment Adviser
Maryland
$664K +$1.02M +5,388 New
SIA
1358
Sit Investment Associates
Minnesota
$663K +$141K +745 +16%
PRA
1359
Pine Ridge Advisers
New York
$660K – – –
9WM
1360
9258 Wealth Management
Ohio
$658K +$211K +1,114 +26%
VNA
1361
Valley National Advisers
Pennsylvania
$658K -$41.8K -221 -4%
RFG
1362
Range Financial Group
Oregon
$657K -$57K -301 -5%
BWM
1363
BCS Wealth Management
Tennessee
$656K – – –
SAMC
1364
Spectrum Asset Management (California)
California
$656K -$47.3K -250 -4%
LA
1365
Legacy Advisors
Pennsylvania
$653K +$58.5K +309 +6%
MCP
1366
Mirador Capital Partners
California
$653K -$144K -759 -13%
TIA
1367
Tiemann Investment Advisors
California
$652K -$228K -1,202 -18%
RAM
1368
Riggs Asset Management
Pennsylvania
$647K -$308K -1,629 -24%
ZF
1369
Zhang Financial
Michigan
$646K +$442K +2,336 +80%
B
1370
Bailard
California
$643K -$55.7K -294 -5%
TI
1371
tru Independence
Oregon
$643K +$947 +5 +0.1%
TW
1372
TrinityPoint Wealth
Connecticut
$640K -$37.1K -196 -4%
ARMT
1373
Amica Retiree Medical Trust
Rhode Island
$639K +$119K +629 +14%
CAM
1374
Claret Asset Management
Quebec, Canada
$636K -$3.79K -20 -0.4%
NAMM
1375
NorthStar Asset Management (Massachusetts)
Massachusetts
$635K – – –
53 54
55
56 57